Unique Wealth Strategies’s Coca-Cola KO Stock Holding History

Unique Wealth Strategies’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	$243K	Sell	2,986 -1	-0%	-$79	0.09%	199
2026 Q1	$227K	Sell	2,987 -246	-8%	-$18.6K	0.09%	198
2025 Q4	$226K	Buy	+3,233	New	+$225K	0.09%	194
2025 Q2	–	Sell	-3,964	Closed	-$284K	–	223
2025 Q1	$284K	Sell	3,964 -755	-16%	-$50.4K	0.13%	165
2024 Q4	$294K	Buy	4,719 +84	+2%	+$5.48K	0.13%	172
2024 Q3	$333K	Buy	4,635 +1,342	+41%	+$91.9K	0.14%	178
2024 Q2	$201K	Hold	3,293	–	–	0.09%	175
2024 Q1	$201K	Buy	+3,293	New	+$198K	0.1%	175

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Unique Wealth Strategies's KO Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Coca-Cola (KO) stake by 0.03% in Q2 2026, selling an estimated $79 and leaving 2,986 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #199.

Unique Wealth Strategies first reported a position in KO in Q1 2024 and has held it in 8 quarters since. The position peaked at $333K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Unique Wealth Strategies held 2,986 shares of Coca-Cola worth $243K as of Q2 2026.
Unique Wealth Strategies sold 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.09% of Unique Wealth Strategies's portfolio in Q2 2026, its #199 holding.
Unique Wealth Strategies first reported a position in Coca-Cola in Q1 2024 and has held it in 8 quarters since.
Unique Wealth Strategies's Coca-Cola position peaked at $333K in Q3 2024.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.