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Tradewinds Capital Management’s Coca-Cola KO Stock Holding History

Tradewinds Capital 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
2018
Q2 		– Sell
-100
Closed -$4K – 664
2018
Q1 		$4K Buy
+100
New +$4.49K ﹤0.01% 499

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

Tradewinds Capital Management's KO Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Coca-Cola (KO) stake by 9.2% in Q2 2026, selling an estimated $7.27K and leaving 909 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #176.

Tradewinds Capital Management first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $208K in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tradewinds Capital Management held 909 shares of Coca-Cola worth $73.9K as of Q2 2026.
  • Tradewinds Capital Management sold 92 Coca-Cola shares in Q2 2026, an estimated $7.27K.
  • Coca-Cola made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #176 holding.
  • Tradewinds Capital Management first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's Coca-Cola position peaked at $208K in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.