Retirement Wealth Solutions’s Coca-Cola KO Stock Holding History

Retirement Wealth Solutions’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	$49.9K	Buy	614 +1	+0.2%	+$79	0.03%	101
2026 Q1	$46.6K	Hold	613	–	–	0.03%	91
2025 Q4	$42.9K	Hold	613	–	–	0.03%	106
2025 Q3	$40.6K	Hold	613	–	–	0.03%	107
2025 Q2	$43.4K	Hold	613	–	–	0.03%	100
2025 Q1	$43.9K	Hold	613	–	–	0.04%	88
2024 Q4	$37.4K	Buy	+613	New	+$40K	0.03%	99

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Wealth Solutions's KO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Coca-Cola (KO) stake by 0.16% in Q2 2026, buying an estimated $79 and bringing the position to 614 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #101.

Retirement Wealth Solutions first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Retirement Wealth Solutions held 614 shares of Coca-Cola worth $49.9K as of Q2 2026.
Retirement Wealth Solutions bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #101 holding.
Retirement Wealth Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.