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Wealth Enhancement Trust Services’s Coca-Cola KO Stock Holding History

Wealth Enhancement Trust Services’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 		$1.19M Buy
14,615
+2,242
+18% +$177K 0.13% 135
2026
Q1 		$941K Buy
12,373
+373
+3% +$28.2K 0.11% 153
2025
Q4 		$839K Buy
+12,000
New +$837K 0.11% 153

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Trust Services's KO Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Coca-Cola (KO) stake by 18% in Q2 2026, buying an estimated $177K and bringing the position to 14,615 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #135.

Wealth Enhancement Trust Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 2,924 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealth Enhancement Trust Services held 14,615 shares of Coca-Cola worth $1.19M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,242 Coca-Cola shares in Q2 2026, an estimated $177K.
  • Coca-Cola made up 0.13% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #135 holding.
  • Wealth Enhancement Trust Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.