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Salvus Wealth Management’s Coca-Cola KO Stock Holding History

Salvus 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 		$584K Buy
7,190
+746
+12% +$58.9K 0.33% 80
2026
Q1 		$490K Buy
6,444
+489
+8% +$37K 0.29% 84
2025
Q4 		$416K Buy
5,955
+125
+2% +$8.71K 0.23% 91
2025
Q3 		$387K Buy
5,830
+882
+18% +$60.7K 0.22% 95
2025
Q2 		$350K Buy
4,948
+113
+2% +$8.05K 0.2% 96
2025
Q1 		$346K Buy
4,835
+284
+6% +$19K 0.22% 95
2024
Q4 		$283K Buy
4,551
+80
+2% +$5.22K 0.18% 99
2024
Q3 		$321K Buy
4,471
+463
+12% +$31.7K 0.2% 99
2024
Q2 		$255K Buy
4,008
+3
+0.1% +$186 0.18% 100
2024
Q1 		$245K Hold
4,005
– – 0.17% 100
2023
Q4 		$236K Buy
4,005
+315
+9% +$17.9K 0.17% 99
2023
Q3 		$207K Buy
3,690
+213
+6% +$12.8K 0.16% 99
2023
Q2 		$209K Sell
3,477
-648
-16% -$40.3K 0.16% 98
2023
Q1 		$256K Hold
4,125
– – 0.21% 96
2022
Q4 		$262K Sell
4,125
-44
-1% -$2.66K 0.24% 82
2022
Q3 		$234K Buy
4,169
+123
+3% +$7.64K 0.22% 91
2022
Q2 		$255K Buy
4,046
+15
+0.4% +$951 0.23% 89
2022
Q1 		$250K Hold
4,031
– – 0.19% 90
2021
Q4 		$239K Hold
4,031
– – 0.17% 94
2021
Q3 		$212K Sell
4,031
-4,035
-50% -$225K 0.17% 95
2021
Q2 		$435K Buy
8,066
+761
+10% +$41.4K 0.37% 62
2021
Q1 		$388K Buy
7,305
+495
+7% +$24.9K 0.36% 64
2020
Q4 		$348K Buy
+6,810
New +$352K 0.38% 65

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

Salvus Wealth Management's KO Position: Q2 2026 in Review

Salvus Wealth Management increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $58.9K and bringing the position to 7,190 shares worth $584K. The position accounts for 0.33% of the portfolio, ranked #80.

Salvus Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,754 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Salvus Wealth Management held 7,190 shares of Coca-Cola worth $584K as of Q2 2026.
  • Salvus Wealth Management bought 746 Coca-Cola shares in Q2 2026, an estimated $58.9K.
  • Coca-Cola made up 0.33% of Salvus Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Salvus Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,754 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.