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SteelPeak Wealth’s Coca-Cola KO Stock Holding History

SteelPeak Wealth’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 		$11.7M Sell
143,425
-39,519
-22% -$3.12M 0.3% 75
2026
Q1 		$14M Buy
182,944
+93,132
+104% +$7.04M 0.43% 60
2025
Q4 		$6.28M Sell
89,812
-84,193
-48% -$5.87M 0.2% 91
2025
Q3 		$11.6M Buy
174,005
+19,110
+12% +$1.32M 0.39% 61
2025
Q2 		$11M Buy
154,895
+58,253
+60% +$4.15M 0.43% 55
2025
Q1 		$6.97M Buy
96,642
+11,710
+14% +$782K 0.29% 81
2024
Q4 		$5.29M Sell
84,932
-67,680
-44% -$4.42M 0.21% 91
2024
Q3 		$11M Buy
152,612
+18,578
+14% +$1.27M 0.48% 51
2024
Q2 		$8.6M Sell
134,034
-20,827
-13% -$1.29M 0.4% 53
2024
Q1 		$9.55M Buy
154,861
+27,160
+21% +$1.63M 0.48% 49
2023
Q4 		$7.53M Buy
127,701
+52,439
+70% +$2.98M 0.44% 64
2023
Q3 		$4.25M Sell
75,262
-118,756
-61% -$7.12M 0.27% 76
2023
Q2 		$11.8M Sell
194,018
-35,008
-15% -$2.18M 0.7% 40
2023
Q1 		$14.3M Buy
229,026
+172,841
+308% +$10.5M 0.97% 27
2022
Q4 		$3.57M Sell
56,185
-163,798
-74% -$9.89M 0.26% 82
2022
Q3 		$12.4M Buy
219,983
+29,089
+15% +$1.81M 0.92% 28
2022
Q2 		$12.1M Sell
190,894
-1,077
-0.6% -$68.3K 0.87% 28
2022
Q1 		$11.9M Buy
191,971
+24,594
+15% +$1.5M 0.67% 32
2021
Q4 		$9.91M Buy
167,377
+10,598
+7% +$590K 0.56% 40
2021
Q3 		$8.23M Buy
156,779
+2,724
+2% +$152K 0.54% 52
2021
Q2 		$8.34M Buy
154,055
+10,104
+7% +$550K 0.58% 45
2021
Q1 		$7.59M Buy
143,951
+37,222
+35% +$1.87M 0.6% 50
2020
Q4 		$5.85M Sell
106,729
-3,362
-3% -$174K 0.53% 44
2020
Q3 		$5.43M Sell
110,091
-973
-0.9% -$46.8K 0.58% 44
2020
Q2 		$4.96M Buy
111,064
+13,415
+14% +$618K 0.63% 43
2020
Q1 		$4.32M Sell
97,649
-8,179
-8% -$442K 0.68% 41
2019
Q4 		$5.86M Buy
+105,828
New +$5.69M 0.81% 34

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SteelPeak Wealth's KO Position: Q2 2026 in Review

SteelPeak Wealth reduced its Coca-Cola (KO) stake by 22% in Q2 2026, selling an estimated $3.12M and leaving 143,425 shares worth $11.7M. The position accounts for 0.3% of the portfolio, ranked #75.

SteelPeak Wealth first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.3M in Q1 2023. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SteelPeak Wealth held 143,425 shares of Coca-Cola worth $11.7M as of Q2 2026.
  • SteelPeak Wealth sold 39,519 Coca-Cola shares in Q2 2026, an estimated $3.12M.
  • Coca-Cola made up 0.3% of SteelPeak Wealth's portfolio in Q2 2026, its #75 holding.
  • SteelPeak Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Coca-Cola position peaked at $14.3M in Q1 2023.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.