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

Spire 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 		$1.5M Sell
18,501
-2,360
-11% -$186K 0.05% 322
2026
Q1 		$1.59M Sell
20,861
-1,528
-7% -$116K 0.05% 302
2025
Q4 		$1.57M Sell
22,389
-702
-3% -$48.9K 0.05% 305
2025
Q3 		$1.53M Sell
23,091
-2,808
-11% -$193K 0.05% 296
2025
Q2 		$1.83M Sell
25,899
-13,493
-34% -$961K 0.07% 251
2025
Q1 		$2.82M Buy
39,392
+1,339
+4% +$89.4K 0.09% 213
2024
Q4 		$2.37M Sell
38,053
-2,777
-7% -$181K 0.07% 227
2024
Q3 		$2.93M Buy
40,830
+3,836
+10% +$263K 0.1% 168
2024
Q2 		$2.35M Sell
36,994
-98,826
-73% -$6.12M 0.08% 213
2024
Q1 		$8.31M Sell
135,820
-1,703
-1% -$102K 0.15% 104
2023
Q4 		$8.23M Buy
137,523
+11,402
+9% +$648K 0.27% 77
2023
Q3 		$7.06M Buy
126,121
+62,679
+99% +$3.76M 0.27% 75
2023
Q2 		$3.82M Sell
63,442
-331
-0.5% -$20.6K 0.14% 138
2023
Q1 		$3.96M Buy
63,773
+28,668
+82% +$1.74M 0.15% 128
2022
Q4 		$2.23M Sell
35,105
-81,607
-70% -$4.93M 0.13% 145
2022
Q3 		$6.54M Sell
116,712
-59,264
-34% -$3.68M 0.4% 60
2022
Q2 		$11.1M Buy
175,976
+102,072
+138% +$6.47M 0.46% 52
2022
Q1 		$4.58M Sell
73,904
-8,612
-10% -$524K 0.12% 163
2021
Q4 		$4.88M Buy
82,516
+5,879
+8% +$327K 0.11% 177
2021
Q3 		$4.02M Sell
76,637
-724
-0.9% -$40.4K 0.11% 182
2021
Q2 		$4.19M Sell
77,361
-11,836
-13% -$644K 0.11% 180
2021
Q1 		$4.19M Buy
+89,197
New +$4.49M 0.11% 176

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

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

Spire Wealth Management reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $186K and leaving 18,501 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #322.

Spire Wealth Management first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.1M in Q2 2022. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Spire Wealth Management held 18,501 shares of Coca-Cola worth $1.5M as of Q2 2026.
  • Spire Wealth Management sold 2,360 Coca-Cola shares in Q2 2026, an estimated $186K.
  • Coca-Cola made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Spire Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Coca-Cola position peaked at $11.1M in Q2 2022.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.