Portside Wealth Group’s Coca-Cola KO Stock Holding History

Portside Wealth Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25M	Buy	27,720 +1,788	+7%	+$141K	0.26%	84
2026 Q1	$1.97M	Buy	25,932 +467	+2%	+$35.3K	0.27%	90
2025 Q4	$1.78M	Buy	25,465 +2,070	+9%	+$144K	0.24%	98
2025 Q3	$1.55M	Sell	23,395 -20,133	-46%	-$1.39M	0.21%	104
2025 Q2	$3.08M	Buy	43,528 +716	+2%	+$51K	0.46%	54
2025 Q1	$3.07M	Buy	42,812 +2,412	+6%	+$161K	0.5%	58
2024 Q4	$2.52M	Buy	40,400 +197	+0.5%	+$12.9K	0.42%	62
2024 Q3	$2.89M	Buy	40,203 +52	+0.1%	+$3.56K	0.49%	56
2024 Q2	$2.56M	Sell	40,151 -1,836	-4%	-$114K	0.49%	52
2024 Q1	$2.57M	Sell	41,987 -721	-2%	-$43.3K	0.48%	58
2023 Q4	$2.52M	Sell	42,708 -2,491	-6%	-$141K	0.47%	60
2023 Q3	$2.53M	Sell	45,199 -9	-0%	-$540	0.48%	55
2023 Q2	$2.72M	Buy	+45,208	New	+$2.81M	0.51%	51

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Portside Wealth Group's KO Position: Q2 2026 in Review

Portside Wealth Group increased its Coca-Cola (KO) stake by 6.9% in Q2 2026, buying an estimated $141K and bringing the position to 27,720 shares worth $2.25M. The position accounts for 0.26% of the portfolio, ranked #84.

Portside Wealth Group first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.08M in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Portside Wealth Group held 27,720 shares of Coca-Cola worth $2.25M as of Q2 2026.
Portside Wealth Group bought 1,788 Coca-Cola shares in Q2 2026, an estimated $141K.
Coca-Cola made up 0.26% of Portside Wealth Group's portfolio in Q2 2026, its #84 holding.
Portside Wealth Group first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Coca-Cola position peaked at $3.08M in Q2 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.