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Robertson Stephens Wealth Management’s Coca-Cola KO Stock Holding History

Robertson Stephens 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 		$1.48M Sell
18,126
-12,528
-41% -$989K 0.04% 253
2026
Q1 		$2.35M Sell
30,654
-696
-2% -$52.6K 0.07% 191
2025
Q4 		$2.19M Buy
31,350
+6,699
+27% +$467K 0.06% 202
2025
Q3 		$1.65M Buy
24,651
+5,620
+30% +$387K 0.05% 198
2025
Q2 		$1.36M Buy
19,031
+6,700
+54% +$477K 0.04% 230
2025
Q1 		$889K Buy
12,331
+107
+0.9% +$7.15K 0.03% 280
2024
Q4 		$761K Sell
12,224
-668
-5% -$43.6K 0.03% 290
2024
Q3 		$933K Sell
12,892
-1,181
-8% -$80.9K 0.03% 290
2024
Q2 		$902K Buy
14,073
+3,237
+30% +$200K 0.05% 240
2024
Q1 		$668K Buy
10,836
+521
+5% +$31.3K 0.04% 292
2023
Q4 		$608K Sell
10,315
-60
-0.6% -$3.41K 0.04% 279
2023
Q3 		$586K Buy
10,375
+10
+0.1% +$600 0.04% 281
2023
Q2 		$629K Sell
10,365
-821
-7% -$51.1K 0.04% 250
2023
Q1 		$699K Buy
11,186
+1,712
+18% +$104K 0.05% 246
2022
Q4 		$603K Buy
9,474
+9
+0.1% +$543 0.06% 234
2022
Q3 		$534K Sell
9,465
-1,389
-13% -$86.3K 0.06% 211
2022
Q2 		$687K Buy
10,854
+76
+0.7% +$4.82K 0.06% 203
2022
Q1 		$672K Buy
10,778
+863
+9% +$52.5K 0.06% 223
2021
Q4 		$587K Buy
9,915
+2,847
+40% +$159K 0.05% 244
2021
Q3 		$373K Sell
7,068
-427
-6% -$23.8K 0.04% 229
2021
Q2 		$408K Buy
7,495
+206
+3% +$11.2K 0.05% 228
2021
Q1 		$385K Buy
+7,289
New +$367K 0.06% 204

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

Robertson Stephens Wealth Management's KO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Coca-Cola (KO) stake by 41% in Q2 2026, selling an estimated $989K and leaving 18,126 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #253.

Robertson Stephens Wealth Management first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.35M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Robertson Stephens Wealth Management held 18,126 shares of Coca-Cola worth $1.48M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 12,528 Coca-Cola shares in Q2 2026, an estimated $989K.
  • Coca-Cola made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Robertson Stephens Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's Coca-Cola position peaked at $2.35M in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.