PCS
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Private Client Services’s Coca-Cola KO Stock Holding History

Private Client Services’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 		$290K Buy
3,570
+170
+5% +$13.4K 0.08% 178
2026
Q1 		$259K Buy
3,400
+258
+8% +$19.5K 0.08% 174
2025
Q4 		$220K Sell
3,142
-53
-2% -$3.69K 0.07% 182
2025
Q3 		$212K Sell
3,195
-443
-12% -$30.5K 0.07% 188
2025
Q2 		$257K Buy
3,638
+686
+23% +$48.9K 0.1% 168
2025
Q1 		$211K Buy
+2,952
New +$197K 0.1% 177

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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

Private Client Services's KO Position: Q2 2026 in Review

Private Client Services increased its Coca-Cola (KO) stake by 5% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,570 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #178.

Private Client Services first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,798 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Private Client Services held 3,570 shares of Coca-Cola worth $290K as of Q2 2026.
  • Private Client Services bought 170 Coca-Cola shares in Q2 2026, an estimated $13.4K.
  • Coca-Cola made up 0.08% of Private Client Services's portfolio in Q2 2026, its #178 holding.
  • Private Client Services first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 1,798 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.