QWM
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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
2025
Q2 		– Sell
-1,762
Closed -$126K – 1320
2025
Q1 		$126K Buy
+1,762
New +$118K 0.04% 84

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
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. 1,486 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.
  • 1,486 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.