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Proactive Wealth Strategies’s Coca-Cola KO Stock Holding History

Proactive Wealth Strategies’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 		$9.13M Buy
112,373
+5,165
+5% +$408K 1.47% 16
2026
Q1 		$8.15M Buy
107,208
+58,625
+121% +$4.43M 1.53% 16
2025
Q4 		$3.4M Buy
48,583
+7,191
+17% +$501K 1.35% 25
2025
Q3 		$2.75M Buy
41,392
+2,495
+6% +$172K 1.18% 26
2025
Q2 		$2.75M Buy
38,897
+5,692
+17% +$405K 1.3% 25
2025
Q1 		$2.38M Buy
33,205
+974
+3% +$65K 1.27% 27
2024
Q4 		$2.01M Buy
32,231
+745
+2% +$48.6K 1.05% 34
2024
Q3 		$2.26M Buy
+31,486
New +$2.16M 1.26% 28

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Proactive Wealth Strategies's KO Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Coca-Cola (KO) stake by 4.8% in Q2 2026, buying an estimated $408K and bringing the position to 112,373 shares worth $9.13M. The position accounts for 1.47% of the portfolio, ranked #16.

Proactive Wealth Strategies first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 2,545 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Proactive Wealth Strategies held 112,373 shares of Coca-Cola worth $9.13M as of Q2 2026.
  • Proactive Wealth Strategies bought 5,165 Coca-Cola shares in Q2 2026, an estimated $408K.
  • Coca-Cola made up 1.47% of Proactive Wealth Strategies's portfolio in Q2 2026, its #16 holding.
  • Proactive Wealth Strategies first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 2,545 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.