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

Thrive 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 		$1.13M Sell
13,914
-287
-2% -$22.7K 0.14% 74
2026
Q1 		$1.08M Sell
14,201
-1,065
-7% -$80.5K 0.16% 69
2025
Q4 		$1.07M Buy
15,266
+665
+5% +$46.4K 0.16% 72
2025
Q3 		$968K Sell
14,601
-21
-0.1% -$1.45K 0.15% 80
2025
Q2 		$1.03M Sell
14,622
-29
-0.2% -$2.07K 0.17% 69
2025
Q1 		$1.05M Sell
14,651
-702
-5% -$46.9K 0.2% 60
2024
Q4 		$956K Sell
15,353
-368
-2% -$24K 0.17% 70
2024
Q3 		$1.13M Sell
15,721
-447
-3% -$30.6K 0.21% 60
2024
Q2 		$1.03M Sell
16,168
-82
-0.5% -$5.08K 0.2% 59
2024
Q1 		$994K Buy
16,250
+2,094
+15% +$126K 0.21% 63
2023
Q4 		$834K Sell
14,156
-2,589
-15% -$147K 0.19% 73
2023
Q3 		$937K Buy
16,745
+1,063
+7% +$63.8K 0.25% 53
2023
Q2 		$944K Buy
15,682
+1,127
+8% +$70.1K 0.24% 55
2023
Q1 		$903K Buy
14,555
+450
+3% +$27.2K 0.23% 49
2022
Q4 		$897K Buy
14,105
+1,704
+14% +$103K 0.26% 46
2022
Q3 		$695K Buy
12,401
+646
+5% +$40.1K 0.24% 56
2022
Q2 		$740K Buy
11,755
+441
+4% +$28K 0.26% 42
2022
Q1 		$701K Buy
11,314
+298
+3% +$18.1K 0.21% 55
2021
Q4 		$652K Buy
+11,016
New +$613K 0.22% 55

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

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

Thrive Wealth Management reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $22.7K and leaving 13,914 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #74.

Thrive Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Thrive Wealth Management held 13,914 shares of Coca-Cola worth $1.13M as of Q2 2026.
  • Thrive Wealth Management sold 287 Coca-Cola shares in Q2 2026, an estimated $22.7K.
  • Coca-Cola made up 0.14% of Thrive Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Thrive Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.