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Stone Summit Wealth’s Coca-Cola KO Stock Holding History

Stone Summit 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 		$834K Sell
10,267
-35
-0.3% -$2.76K 0.21% 76
2026
Q1 		$783K Sell
10,302
-823
-7% -$62.2K 0.22% 74
2025
Q4 		$778K Sell
11,125
-1,220
-10% -$85K 0.21% 74
2025
Q3 		$819K Sell
12,345
-200
-2% -$13.8K 0.23% 73
2025
Q2 		$888K Hold
12,545
– – 0.28% 76
2025
Q1 		$898K Sell
12,545
-265
-2% -$17.7K 0.3% 75
2024
Q4 		$798K Sell
12,810
-1,300
-9% -$84.9K 0.27% 76
2024
Q3 		$1.01M Sell
14,110
-154
-1% -$10.5K 0.33% 75
2024
Q2 		$908K Sell
14,264
-120
-0.8% -$7.43K 0.33% 71
2024
Q1 		$880K Buy
14,384
+150
+1% +$9.01K 0.31% 74
2023
Q4 		$839K Sell
14,234
-396
-3% -$22.5K 0.32% 76
2023
Q3 		$819K Sell
14,630
-50
-0.3% -$3K 0.35% 74
2023
Q2 		$884K Sell
14,680
-45
-0.3% -$2.8K 0.37% 73
2023
Q1 		$913K Sell
14,725
-318
-2% -$19.3K 0.41% 67
2022
Q4 		$957K Sell
15,043
-50
-0.3% -$3.02K 0.47% 63
2022
Q3 		$845K Hold
15,093
– – 0.52% 57
2022
Q2 		$950K Sell
15,093
-262
-2% -$16.6K 0.57% 55
2022
Q1 		$964K Buy
+15,355
New +$934K 0.54% 58

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

Stone Summit Wealth's KO Position: Q2 2026 in Review

Stone Summit Wealth reduced its Coca-Cola (KO) stake by 0.34% in Q2 2026, selling an estimated $2.76K and leaving 10,267 shares worth $834K. The position accounts for 0.21% of the portfolio, ranked #76.

Stone Summit Wealth first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stone Summit Wealth held 10,267 shares of Coca-Cola worth $834K as of Q2 2026.
  • Stone Summit Wealth sold 35 Coca-Cola shares in Q2 2026, an estimated $2.76K.
  • Coca-Cola made up 0.21% of Stone Summit Wealth's portfolio in Q2 2026, its #76 holding.
  • Stone Summit Wealth first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Stone Summit Wealth's Coca-Cola position peaked at $1.01M in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.