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Smallwood Wealth Investment Management’s Coca-Cola KO Stock Holding History

Smallwood Wealth Investment 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 		$122K Hold
1,505
– – 0.05% 127
2026
Q1 		$114K Hold
1,505
– – 0.06% 117
2025
Q4 		$105K Hold
1,505
– – 0.06% 117
2025
Q3 		$99.8K Sell
1,505
-1
-0.1% -$69 0.05% 125
2025
Q2 		$107K Sell
1,506
-150
-9% -$10.7K 0.06% 114
2025
Q1 		$119K Buy
+1,656
New +$111K 0.07% 102

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Smallwood Wealth Investment Management's KO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,505 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #127.

Smallwood Wealth Investment Management first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,505 shares of Coca-Cola worth $122K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #127 holding.
  • Smallwood Wealth Investment Management first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.