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

Quaker 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	$150K	Sell	1,849 -63	-3%	-$4.98K	0.04%	89
2026 Q1	$145K	Buy	1,912 +6	+0.3%	+$454	0.05%	86
2025 Q4	$133K	Buy	1,906 +31	+2%	+$2.16K	0.04%	92
2025 Q3	$124K	Buy	1,875 +33	+2%	+$2.27K	0.04%	92
2025 Q2	$130K	Buy	+1,842	New	+$131K	0.04%	91

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

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

Quaker Wealth Management reduced its Coca-Cola (KO) stake by 3.3% in Q2 2026, selling an estimated $4.98K and leaving 1,849 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #89.

Quaker Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,502 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Quaker Wealth Management held 1,849 shares of Coca-Cola worth $150K as of Q2 2026.
Quaker Wealth Management sold 63 Coca-Cola shares in Q2 2026, an estimated $4.98K.
Coca-Cola made up 0.04% of Quaker Wealth Management's portfolio in Q2 2026, its #89 holding.
Quaker Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,502 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.