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

Shakespeare 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 		– Sell
-2,868
Closed -$218K – 94
2026
Q1 		$218K Hold
2,868
– – 0.05% 92
2025
Q4 		$201K Buy
+2,868
New +$200K 0.04% 105
2025
Q3 		– Sell
-2,837
Closed -$201K – 105
2025
Q2 		$201K Sell
2,837
-983
-26% -$70K 0.05% 92
2025
Q1 		$274K Buy
3,820
+1
+0% +$67 0.07% 85
2024
Q4 		$238K Buy
3,819
+23
+0.6% +$1.5K 0.06% 89
2024
Q3 		$273K Buy
3,796
+20
+0.5% +$1.37K 0.07% 82
2024
Q2 		$240K Buy
+3,776
New +$234K 0.07% 77
2023
Q3 		– Sell
-3,483
Closed -$210K – 81
2023
Q2 		$210K Hold
3,483
– – 0.07% 77
2023
Q1 		$216K Hold
3,483
– – 0.08% 75
2022
Q4 		$222K Buy
+3,483
New +$210K 0.08% 69
2022
Q3 		– Sell
-4,122
Closed -$259K – 70
2022
Q2 		$259K Hold
4,122
– – 0.11% 60
2022
Q1 		$258K Buy
4,122
+8
+0.2% +$487 0.09% 65
2021
Q4 		$244K Sell
4,114
-275
-6% -$15.3K 0.09% 64
2021
Q3 		$233K Buy
4,389
+129
+3% +$7.19K 0.09% 67
2021
Q2 		$241K Buy
4,260
+423
+11% +$23K 0.09% 63
2021
Q1 		$202K Hold
3,837
– – 0.08% 73
2020
Q4 		$210K Buy
+3,837
New +$198K 0.09% 69
2020
Q1 		– Sell
-3,837
Closed -$212K – 60
2019
Q4 		$212K Sell
3,837
-22
-0.6% -$1.18K 0.11% 73
2019
Q3 		$210K Buy
+3,859
New +$207K 0.12% 71

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

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

Shakespeare Wealth Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,868 shares — an estimated $218K sold.

Shakespeare Wealth Management first reported a position in KO in Q3 2019 and held it in 19 quarters. The position peaked at $274K in Q1 2025. 1,733 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Shakespeare Wealth Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 2,868 Coca-Cola shares in Q2 2026, an estimated $218K.
  • Shakespeare Wealth Management first reported a position in Coca-Cola in Q3 2019 and held it in 19 quarters.
  • Shakespeare Wealth Management's Coca-Cola position peaked at $274K in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.