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

Tanager 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	$339K	Buy	4,168 +495	+13%	+$39.1K	0.03%	115
2026 Q1	$279K	Sell	3,673 -131	-3%	-$9.9K	0.03%	115
2025 Q4	$266K	Sell	3,804 -12	-0.3%	-$837	0.03%	112
2025 Q3	$253K	Buy	3,816 +204	+6%	+$14K	0.03%	107
2025 Q2	$256K	Sell	3,612 -1,057	-23%	-$75.3K	0.03%	103
2025 Q1	$337K	Buy	4,669 +354	+8%	+$23.6K	0.04%	86
2024 Q4	$269K	Buy	4,315 +1,255	+41%	+$81.9K	0.03%	97
2024 Q3	$221K	Sell	3,060 -64	-2%	-$4.38K	0.03%	99
2024 Q2	$200K	Buy	+3,124	New	+$193K	0.03%	95

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Tanager Wealth Management increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $39.1K and bringing the position to 4,168 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #115.

Tanager Wealth Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tanager Wealth Management held 4,168 shares of Coca-Cola worth $339K as of Q2 2026.
Tanager Wealth Management bought 495 Coca-Cola shares in Q2 2026, an estimated $39.1K.
Coca-Cola made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #115 holding.
Tanager Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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