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Proathlete Wealth Management’s Coca-Cola KO Stock Holding History

Proathlete Wealth Management’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 		$1.02M Buy
12,528
+303
+2% +$23.9K 0.25% 31
2026
Q1 		$930K Buy
12,225
+30
+0.2% +$2.27K 0.26% 29
2025
Q4 		$853K Buy
12,195
+704
+6% +$49.1K 0.23% 32
2025
Q3 		$762K Buy
11,491
+119
+1% +$8.19K 0.22% 35
2025
Q2 		$806K Buy
11,372
+155
+1% +$11K 0.26% 33
2025
Q1 		$805K Buy
11,217
+238
+2% +$15.9K 0.29% 35
2024
Q4 		$684K Buy
10,979
+520
+5% +$33.9K 0.26% 39
2024
Q3 		$751K Sell
10,459
-4
-0% -$274 0.31% 36
2024
Q2 		$666K Buy
10,463
+111
+1% +$6.87K 0.32% 36
2024
Q1 		$633K Sell
10,352
-288
-3% -$17.3K 0.34% 34
2023
Q4 		$627K Buy
+10,640
New +$604K 0.37% 34

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Proathlete Wealth Management's KO Position: Q2 2026 in Review

Proathlete Wealth Management increased its Coca-Cola (KO) stake by 2.5% in Q2 2026, buying an estimated $23.9K and bringing the position to 12,528 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #31.

Proathlete Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Proathlete Wealth Management held 12,528 shares of Coca-Cola worth $1.02M as of Q2 2026.
  • Proathlete Wealth Management bought 303 Coca-Cola shares in Q2 2026, an estimated $23.9K.
  • Coca-Cola made up 0.25% of Proathlete Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Proathlete Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.