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

Trueblood 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	$924K	Buy	11,371 +91	+0.8%	+$7.19K	0.32%	101
2026 Q1	$858K	Hold	11,280	–	–	0.34%	93
2025 Q4	$789K	Sell	11,280 -665	-6%	-$46.4K	0.31%	106
2025 Q3	$792K	Buy	11,945 +11	+0.1%	+$757	0.31%	103
2025 Q2	$844K	Buy	11,934 +117	+1%	+$8.33K	0.35%	99
2025 Q1	$846K	Hold	11,817	–	–	0.39%	88
2024 Q4	$736K	Sell	11,817 -80	-0.7%	-$5.22K	0.36%	93
2024 Q3	$855K	Sell	11,897 -12	-0.1%	-$822	0.43%	77
2024 Q2	$758K	Sell	11,909 -3,461	-23%	-$214K	0.43%	79
2024 Q1	$940K	Sell	15,370 -176	-1%	-$10.6K	0.54%	59
2023 Q4	$916K	Buy	+15,546	New	+$883K	0.57%	50

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Trueblood Wealth Management increased its Coca-Cola (KO) stake by 0.81% in Q2 2026, buying an estimated $7.19K and bringing the position to 11,371 shares worth $924K. The position accounts for 0.32% of the portfolio, ranked #101.

Trueblood Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $940K in Q1 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Trueblood Wealth Management held 11,371 shares of Coca-Cola worth $924K as of Q2 2026.
Trueblood Wealth Management bought 91 Coca-Cola shares in Q2 2026, an estimated $7.19K.
Coca-Cola made up 0.32% of Trueblood Wealth Management's portfolio in Q2 2026, its #101 holding.
Trueblood Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Coca-Cola position peaked at $940K in Q1 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.