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Regent Peak Wealth Advisors’s Coca-Cola KO Stock Holding History

Regent Peak Wealth Advisors’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 		$3.37M Buy
140,275
+4,552
+3% +$360K 0.62% 25
2026
Q1 		$2.82M Buy
135,723
+2,215
+2% +$167K 0.57% 25
2025
Q4 		$2.44M Sell
133,508
-75
-0.1% -$5.23K 0.48% 28
2025
Q3 		$2.33M Buy
+133,583
New +$9.19M 0.47% 28
2025
Q1 		$2.53M Sell
133,977
-4,052
-3% -$271K 0.6% 26
2024
Q4 		$2.47M Sell
138,029
-22,658
-14% -$1.48M 0.55% 26
2024
Q3 		$4.46M Sell
160,687
-3,351
-2% -$229K 1.02% 22
2024
Q2 		$4.18M Buy
164,038
+1,799
+1% +$111K 0.96% 21
2024
Q1 		$9.93M Sell
162,239
-2,934
-2% -$176K 2.52% 14
2023
Q4 		$9.73M Buy
165,173
+1,027
+0.6% +$58.3K 2.64% 12
2023
Q3 		$9.19M Buy
164,146
+987
+0.6% +$59.2K 2.81% 10
2023
Q2 		$9.83M Sell
163,159
-2,664
-2% -$166K 2.86% 10
2023
Q1 		$4.18M Buy
165,823
+98,600
+147% +$5.97M 1.29% 16
2022
Q4 		$4.28M Buy
67,223
+12,671
+23% +$765K 1.4% 15
2022
Q3 		$3.08M Sell
54,552
-97,507
-64% -$6.06M 1.08% 19
2022
Q2 		$3.38M Buy
152,059
+1,504
+1% +$95.3K 1.1% 19
2022
Q1 		$3.23M Buy
150,555
+1,659
+1% +$101K 0.93% 20
2021
Q4 		$3M Buy
148,896
+1,650
+1% +$91.9K 0.81% 21
2021
Q3 		$2.58M Buy
147,246
+97,012
+193% +$5.41M 0.74% 24
2021
Q2 		$2.87M Sell
50,234
-4,135
-8% -$225K 0.8% 22
2021
Q1 		$2.87M Buy
54,369
+4,668
+9% +$235K 0.94% 21
2020
Q4 		$2.73M Buy
49,701
+750
+2% +$38.8K 0.91% 19
2020
Q3 		$2.42M Buy
48,951
+2,312
+5% +$111K 1.03% 19
2020
Q2 		$2.08M Sell
46,639
-4,048
-8% -$186K 0.94% 20
2020
Q1 		$2.24M Buy
50,687
+9,220
+22% +$498K 1.25% 19
2019
Q4 		$2.29M Buy
+41,467
New +$2.23M 1.05% 19

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Regent Peak Wealth Advisors's KO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Coca-Cola (KO) stake by 3.4% in Q2 2026, buying an estimated $360K and bringing the position to 140,275 shares worth $3.37M. The position accounts for 0.62% of the portfolio, ranked #25.

Regent Peak Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.93M in Q1 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Regent Peak Wealth Advisors held 140,275 shares of Coca-Cola worth $3.37M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 4,552 Coca-Cola shares in Q2 2026, an estimated $360K.
  • Coca-Cola made up 0.62% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Regent Peak Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Coca-Cola position peaked at $9.93M in Q1 2024.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.