Wealth Group’s Coca-Cola KO Stock Holding History

Wealth Group’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	$4.92M	Buy	60,500 +41,075	+211%	+$3.24M	1.23%	23
2026 Q1	$1.48M	Buy	19,425 +1,762	+10%	+$133K	1.38%	20
2025 Q4	$1.24M	Buy	+17,663	New	+$1.23M	1.2%	22
2025 Q2	$1.26M	Sell	17,853 -7,923	-31%	-$564K	1.25%	21
2025 Q1	$1.85M	Buy	25,776 +250	+1%	+$16.7K	1.2%	19
2024 Q4	$1.59M	Buy	25,526 +497	+2%	+$32.4K	1.03%	21
2024 Q3	$1.8M	Sell	25,029 -646	-3%	-$44.2K	1.21%	18
2024 Q2	$1.63M	Sell	25,675 -246	-0.9%	-$15.2K	1.17%	18
2024 Q1	$1.59M	Buy	+25,921	New	+$1.56M	1.2%	18

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

Wealth Group's KO Position: Q2 2026 in Review

Wealth Group increased its Coca-Cola (KO) stake by 211% in Q2 2026, buying an estimated $3.24M and bringing the position to 60,500 shares worth $4.92M. The position accounts for 1.23% of the portfolio, ranked #23.

Wealth Group first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealth Group held 60,500 shares of Coca-Cola worth $4.92M as of Q2 2026.
Wealth Group bought 41,075 Coca-Cola shares in Q2 2026, an estimated $3.24M.
Coca-Cola made up 1.23% of Wealth Group's portfolio in Q2 2026, its #23 holding.
Wealth Group first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.