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

SeaCrest 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	$1.58M	Sell	19,409 -12,523	-39%	-$989K	0.17%	108
2026 Q1	$2.43M	Sell	31,932 -1,573	-5%	-$119K	0.26%	69
2025 Q4	$2.26M	Buy	33,505 +9,359	+39%	+$652K	0.23%	79
2025 Q3	$1.6M	Sell	24,146 -1,678	-6%	-$115K	0.17%	105
2025 Q2	$1.83M	Sell	25,824 -1,992	-7%	-$142K	0.2%	98
2025 Q1	$1.99M	Sell	27,816 -951	-3%	-$63.5K	0.23%	78
2024 Q4	$1.79M	Sell	28,767 -380	-1%	-$24.8K	0.19%	94
2024 Q3	$2.09M	Buy	29,147 +387	+1%	+$26.5K	0.23%	80
2024 Q2	$1.83M	Sell	28,760 -1,300	-4%	-$80.5K	0.21%	93
2024 Q1	$1.84M	Sell	30,060 -3,697	-11%	-$222K	0.22%	86
2023 Q4	$2.01M	Sell	33,757 -3,665	-10%	-$208K	0.25%	74
2023 Q3	$2.09M	Sell	37,422 -6,827	-15%	-$409K	0.27%	68
2023 Q2	$2.66M	Sell	44,249 -43	-0.1%	-$2.67K	0.34%	53
2023 Q1	$2.75M	Buy	44,292 +717	+2%	+$43.4K	0.37%	50
2022 Q4	$2.77M	Buy	43,575 +1,744	+4%	+$105K	0.4%	45
2022 Q3	$2.34M	Buy	41,831 +4,574	+12%	+$284K	0.36%	49
2022 Q2	$2.34M	Buy	37,257 +1,608	+5%	+$102K	0.3%	57
2022 Q1	$2.21M	Buy	35,649 +150	+0.4%	+$9.12K	0.25%	68
2021 Q4	$2.1M	Sell	35,499 -370	-1%	-$20.6K	0.23%	80
2021 Q3	$1.88M	Sell	35,869 -2,165	-6%	-$121K	0.23%	85
2021 Q2	$2.06M	Buy	38,034 +164	+0.4%	+$8.92K	0.25%	82
2021 Q1	$2M	Sell	37,870 -2,836	-7%	-$143K	0.26%	80
2020 Q4	$2.23M	Buy	40,706 +1,683	+4%	+$87K	0.31%	70
2020 Q3	$1.93M	Sell	39,023 -725	-2%	-$34.9K	0.31%	69
2020 Q2	$1.78M	Buy	39,748 +290	+0.7%	+$13.4K	0.31%	70
2020 Q1	$1.75M	Buy	39,458 +790	+2%	+$42.7K	0.38%	59
2019 Q4	$2.14M	Sell	38,668 -183	-0.5%	-$9.84K	0.36%	65
2019 Q3	$2.12M	Buy	38,851 +573	+1%	+$30.7K	0.4%	60
2019 Q2	$1.95M	Sell	38,278 -1,293	-3%	-$63.4K	0.4%	63
2019 Q1	$1.85M	Buy	39,571 +3,023	+8%	+$141K	0.32%	62
2018 Q4	$1.73M	Sell	36,548 -2,500	-6%	-$120K	0.36%	54
2018 Q3	$1.8M	Buy	39,048 +884	+2%	+$40.4K	0.31%	62
2018 Q2	$1.67M	Sell	38,164 -219	-0.6%	-$9.46K	0.3%	65
2018 Q1	$1.67M	Buy	38,383 +5,382	+16%	+$242K	0.31%	65
2017 Q4	$1.51M	Buy	+33,001	New	+$1.52M	0.28%	68

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

SeaCrest Wealth Management reduced its Coca-Cola (KO) stake by 39% in Q2 2026, selling an estimated $989K and leaving 19,409 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #108.

SeaCrest Wealth Management first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.77M in Q4 2022. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SeaCrest Wealth Management held 19,409 shares of Coca-Cola worth $1.58M as of Q2 2026.
SeaCrest Wealth Management sold 12,523 Coca-Cola shares in Q2 2026, an estimated $989K.
Coca-Cola made up 0.17% of SeaCrest Wealth Management's portfolio in Q2 2026, its #108 holding.
SeaCrest Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
SeaCrest Wealth Management's Coca-Cola position peaked at $2.77M in Q4 2022.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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