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Shira Ridge Wealth Management’s Coca-Cola KO Stock Holding History

Shira Ridge 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 		$223K Hold
2,739
– – 0.08% 77
2026
Q1 		$208K Buy
+2,739
New +$207K 0.08% 76
2025
Q2 		– Sell
-2,919
Closed -$209K – 84
2025
Q1 		$209K Buy
+2,919
New +$195K 0.1% 74

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Shira Ridge Wealth Management's KO Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 2,739 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #77.

Shira Ridge Wealth Management first reported a position in KO in Q1 2025 and has held it in 3 quarters since. 1,813 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Shira Ridge Wealth Management held 2,739 shares of Coca-Cola worth $223K as of Q2 2026.
  • Shira Ridge Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.08% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Shira Ridge Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • 1,813 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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