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Revolve Wealth Partners’s Coca-Cola KO Stock Holding History

Revolve Wealth Partners’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 		$748K Buy
9,207
+560
+6% +$44.2K 0.08% 143
2026
Q1 		$658K Buy
8,647
+274
+3% +$20.7K 0.09% 107
2025
Q4 		$585K Buy
8,373
+333
+4% +$23.2K 0.07% 124
2025
Q3 		$533K Sell
8,040
-1,047
-12% -$72.1K 0.06% 128
2025
Q2 		$643K Buy
9,087
+305
+3% +$21.7K 0.08% 105
2025
Q1 		$629K Sell
8,782
-13
-0.1% -$868 0.09% 101
2024
Q4 		$548K Buy
8,795
+293
+3% +$19.1K 0.08% 113
2024
Q3 		$611K Buy
8,502
+331
+4% +$22.7K 0.09% 101
2024
Q2 		$520K Buy
8,171
+466
+6% +$28.8K 0.09% 102
2024
Q1 		$471K Buy
7,705
+276
+4% +$16.6K 0.08% 109
2023
Q4 		$438K Buy
7,429
+93
+1% +$5.28K 0.08% 100
2023
Q3 		$411K Buy
7,336
+96
+1% +$5.76K 0.09% 98
2023
Q2 		$436K Sell
7,240
-245
-3% -$15.2K 0.1% 87
2023
Q1 		$464K Sell
7,485
-1,436
-16% -$86.9K 0.12% 84
2022
Q4 		$567K Sell
8,921
-150
-2% -$9.06K 0.16% 73
2022
Q3 		$508K Buy
9,071
+1,109
+14% +$68.9K 0.17% 68
2022
Q2 		$501K Buy
7,962
+50
+0.6% +$3.17K 0.16% 70
2022
Q1 		$491K Buy
7,912
+428
+6% +$26K 0.14% 73
2021
Q4 		$443K Buy
+7,484
New +$417K 0.13% 83

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

Revolve Wealth Partners's KO Position: Q2 2026 in Review

Revolve Wealth Partners increased its Coca-Cola (KO) stake by 6.5% in Q2 2026, buying an estimated $44.2K and bringing the position to 9,207 shares worth $748K. The position accounts for 0.08% of the portfolio, ranked #143.

Revolve Wealth Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Revolve Wealth Partners held 9,207 shares of Coca-Cola worth $748K as of Q2 2026.
  • Revolve Wealth Partners bought 560 Coca-Cola shares in Q2 2026, an estimated $44.2K.
  • Coca-Cola made up 0.08% of Revolve Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Revolve Wealth Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.