TCWM
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Total Clarity Wealth Management’s Coca-Cola KO Stock Holding History

Total Clarity 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 		$944K Buy
11,611
+6,722
+137% +$531K 0.18% 135
2026
Q1 		$372K Buy
4,889
+839
+21% +$63.4K 0.09% 219
2025
Q4 		$283K Sell
4,050
-576
-12% -$40.2K 0.07% 242
2025
Q3 		$307K Buy
4,626
+119
+3% +$8.19K 0.08% 218
2025
Q2 		$319K Buy
4,507
+1,084
+32% +$77.2K 0.09% 217
2025
Q1 		$213K Hold
3,423
– – 0.07% 241
2024
Q4 		$213K Sell
3,423
-2
-0.1% -$131 0.07% 241
2024
Q3 		$246K Buy
3,425
+3
+0.1% +$205 0.08% 219
2024
Q2 		$218K Sell
3,422
-214
-6% -$13.2K 0.08% 226
2024
Q1 		$222K Buy
3,636
+17
+0.5% +$1.02K 0.08% 241
2023
Q4 		$213K Sell
3,619
-838
-19% -$47.6K 0.09% 218
2023
Q3 		$250K Sell
4,457
-351
-7% -$21.1K 0.12% 184
2023
Q2 		$290K Buy
4,808
+158
+3% +$9.83K 0.14% 155
2023
Q1 		$288K Buy
4,650
+257
+6% +$15.6K 0.16% 133
2022
Q4 		$279K Buy
4,393
+639
+17% +$38.6K 0.14% 169
2022
Q3 		$210K Buy
3,754
+728
+24% +$45.2K 0.13% 211
2022
Q2 		$190K Buy
+3,026
New +$192K 0.1% 211
2022
Q1 		– Sell
-2,371
Closed -$140K – 590
2021
Q4 		$140K Buy
2,371
+35
+1% +$1.95K 0.06% 265
2021
Q3 		$123K Buy
+2,336
New +$130K 0.06% 278
2021
Q2 		– Sell
-2,575
Closed -$136K – 481
2021
Q1 		$136K Buy
+2,575
New +$130K 0.08% 211
2020
Q1 		– Sell
-3,224
Closed -$178K – 375
2019
Q4 		$178K Buy
+3,224
New +$173K 0.13% 131

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

Total Clarity Wealth Management's KO Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Coca-Cola (KO) stake by 137% in Q2 2026, buying an estimated $531K and bringing the position to 11,611 shares worth $944K. The position accounts for 0.18% of the portfolio, ranked #135.

Total Clarity Wealth Management first reported a position in KO in Q4 2019 and has held it in 21 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Total Clarity Wealth Management held 11,611 shares of Coca-Cola worth $944K as of Q2 2026.
  • Total Clarity Wealth Management bought 6,722 Coca-Cola shares in Q2 2026, an estimated $531K.
  • Coca-Cola made up 0.18% of Total Clarity Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Total Clarity Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 21 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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