Syntegra Private Wealth Group’s Coca-Cola KO Stock Holding History

Syntegra Private Wealth Group’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	$245K	Sell	3,010 -169	-5%	-$13.3K	0.02%	182
2026 Q1	$242K	Sell	3,179 -428	-12%	-$32.4K	0.02%	172
2025 Q4	$252K	Buy	3,607 +423	+13%	+$29.5K	0.02%	164
2025 Q3	$211K	Sell	3,184 -350	-10%	-$24.1K	0.02%	184
2025 Q2	$250K	Sell	3,534 -76	-2%	-$5.41K	0.03%	159
2025 Q1	$259K	Buy	3,610 +295	+9%	+$19.7K	0.03%	141
2024 Q4	$206K	Sell	3,315 -73	-2%	-$4.76K	0.02%	152
2024 Q3	$243K	Buy	3,388 +181	+6%	+$12.4K	0.03%	135
2024 Q2	$204K	Buy	+3,207	New	+$199K	0.03%	145

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Syntegra Private Wealth Group's KO Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Coca-Cola (KO) stake by 5.3% in Q2 2026, selling an estimated $13.3K and leaving 3,010 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #182.

Syntegra Private Wealth Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $259K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Syntegra Private Wealth Group held 3,010 shares of Coca-Cola worth $245K as of Q2 2026.
Syntegra Private Wealth Group sold 169 Coca-Cola shares in Q2 2026, an estimated $13.3K.
Coca-Cola made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #182 holding.
Syntegra Private Wealth Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
Syntegra Private Wealth Group's Coca-Cola position peaked at $259K in Q1 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.