Private Wealth Management Group’s Coca-Cola KO Stock Holding History

Private Wealth Management 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	$43.9K	Hold	540	–	–	0.01%	252
2026 Q1	$41.1K	Hold	540	–	–	0.01%	217
2025 Q4	$37.8K	Hold	540	–	–	0.01%	218
2025 Q3	$35.8K	Hold	540	–	–	0.01%	227
2025 Q2	$38.2K	Sell	540 -7	-1%	-$499	0.01%	201
2025 Q1	$39.2K	Sell	547 -156	-22%	-$10.4K	0.01%	197
2024 Q4	$43.8K	Buy	703 +227	+48%	+$14.8K	0.02%	181
2024 Q3	$34.2K	Buy	476 +15	+3%	+$1.03K	0.01%	203
2024 Q2	$29.4K	Buy	461 +2	+0.4%	+$124	0.01%	217
2024 Q1	$28.1K	Hold	459	–	–	0.01%	221
2023 Q4	$27K	Buy	+459	New	+$26.1K	0.01%	226

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Private Wealth Management Group's KO Position: Q2 2026 in Review

Private Wealth Management Group held its Coca-Cola (KO) position steady in Q2 2026 at 540 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Private Wealth Management Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Private Wealth Management Group held 540 shares of Coca-Cola worth $43.9K as of Q2 2026.
Private Wealth Management Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #252 holding.
Private Wealth Management Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.