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

TriaGen 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 		$274K Buy
3,373
+5
+0.1% +$395 0.07% 162
2026
Q1 		$256K Hold
3,368
– – 0.07% 159
2025
Q4 		$235K Sell
3,368
-6
-0.2% -$418 0.06% 161
2025
Q3 		$224K Sell
3,374
-460
-12% -$31.7K 0.06% 172
2025
Q2 		$271K Buy
3,834
+254
+7% +$18.1K 0.08% 151
2025
Q1 		$256K Sell
3,580
-296
-8% -$19.8K 0.09% 146
2024
Q4 		$241K Buy
3,876
+9
+0.2% +$587 0.08% 151
2024
Q3 		$278K Sell
3,867
-428
-10% -$29.3K 0.09% 146
2024
Q2 		$273K Buy
4,295
+5
+0.1% +$310 0.11% 142
2024
Q1 		$262K Sell
4,290
-1,600
-27% -$96.1K 0.11% 142
2023
Q4 		$347K Buy
5,890
+10
+0.2% +$568 0.17% 115
2023
Q3 		$329K Buy
5,880
+5
+0.1% +$300 0.17% 108
2023
Q2 		$354K Sell
5,875
-129
-2% -$8.03K 0.16% 119
2023
Q1 		$372K Buy
6,004
+61
+1% +$3.69K 0.19% 105
2022
Q4 		$378K Buy
5,943
+98
+2% +$5.92K 0.21% 110
2022
Q3 		$327K Buy
5,845
+4
+0.1% +$249 0.18% 112
2022
Q2 		$367K Buy
5,841
+4
+0.1% +$254 0.26% 93
2022
Q1 		$362K Hold
5,837
– – 0.19% 126
2021
Q4 		$346K Buy
5,837
+1
+0% +$56 0.17% 127
2021
Q3 		$306K Sell
5,836
-179
-3% -$9.98K 0.17% 142
2021
Q2 		$343K Sell
6,015
-233
-4% -$12.7K 0.18% 131
2021
Q1 		$329K Sell
6,248
-453
-7% -$22.8K 0.19% 119
2020
Q4 		$367K Buy
+6,701
New +$346K 0.22% 118

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

TriaGen Wealth Management increased its Coca-Cola (KO) stake by 0.15% in Q2 2026, buying an estimated $395 and bringing the position to 3,373 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #162.

TriaGen Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $378K in Q4 2022. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TriaGen Wealth Management held 3,373 shares of Coca-Cola worth $274K as of Q2 2026.
  • TriaGen Wealth Management bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #162 holding.
  • TriaGen Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Coca-Cola position peaked at $378K in Q4 2022.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.