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True Wealth Design’s Coca-Cola KO Stock Holding History

True Wealth Design’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 		$84.3K Buy
1,037
+194
+23% +$15.3K 0.02% 308
2026
Q1 		$64.1K Buy
843
+434
+106% +$32.8K 0.02% 332
2025
Q4 		$28.6K Sell
409
-23
-5% -$1.6K 0.01% 495
2025
Q3 		$28.7K Sell
432
-44
-9% -$3.03K 0.01% 479
2025
Q2 		$33.7K Sell
476
-1
-0.2% -$71 0.01% 270
2025
Q1 		$34.2K Buy
477
+75
+19% +$5.01K 0.01% 257
2024
Q4 		$25K Buy
402
+46
+13% +$3K 0.01% 292
2024
Q3 		$25.6K Sell
356
-99
-22% -$6.78K 0.01% 287
2024
Q2 		$29K Buy
455
+63
+16% +$3.9K 0.01% 194
2024
Q1 		$24K Buy
392
+287
+273% +$17.2K 0.01% 205
2023
Q4 		$6.2K Hold
105
– – ﹤0.01% 254
2023
Q3 		$5.89K Sell
105
-100
-49% -$6K ﹤0.01% 225
2023
Q2 		$12.4K Sell
205
-43
-17% -$2.67K ﹤0.01% 207
2023
Q1 		$15.4K Buy
248
+121
+95% +$7.33K 0.01% 216
2022
Q4 		$8.09K Buy
+127
New +$7.67K ﹤0.01% 229

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

True Wealth Design's KO Position: Q2 2026 in Review

True Wealth Design increased its Coca-Cola (KO) stake by 23% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,037 shares worth $84.3K. The position accounts for 0.02% of the portfolio, ranked #308.

True Wealth Design first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • True Wealth Design held 1,037 shares of Coca-Cola worth $84.3K as of Q2 2026.
  • True Wealth Design bought 194 Coca-Cola shares in Q2 2026, an estimated $15.3K.
  • Coca-Cola made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #308 holding.
  • True Wealth Design first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.