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

Triumph 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
2026
Q2 		$168K Buy
2,066
+235
+13% +$18.6K 0.03% 385
2026
Q1 		$140K Sell
1,831
-492
-21% -$37.2K 0.03% 397
2025
Q4 		$162K Buy
+2,323
New +$162K 0.04% 342

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Triumph Capital Management increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,066 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #385.

Triumph Capital Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Triumph Capital Management held 2,066 shares of Coca-Cola worth $168K as of Q2 2026.
  • Triumph Capital Management bought 235 Coca-Cola shares in Q2 2026, an estimated $18.6K.
  • Coca-Cola made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #385 holding.
  • Triumph Capital Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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