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WealthBridge Capital Management’s Coca-Cola KO Stock Holding History

WealthBridge Capital 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 		$315K Sell
3,882
-38
-1% -$3K 0.06% 186
2026
Q1 		$298K Buy
3,920
+488
+14% +$36.9K 0.07% 177
2025
Q4 		$240K Buy
3,432
+6
+0.2% +$418 0.05% 187
2025
Q3 		$227K Sell
3,426
-433
-11% -$29.8K 0.05% 196
2025
Q2 		$273K Buy
3,859
+274
+8% +$19.5K 0.07% 181
2025
Q1 		$257K Buy
3,585
+238
+7% +$15.9K 0.07% 178
2024
Q4 		$208K Buy
3,347
+37
+1% +$2.42K 0.06% 191
2024
Q3 		$238K Sell
3,310
-19
-0.6% -$1.3K 0.07% 186
2024
Q2 		$212K Sell
3,329
-101
-3% -$6.25K 0.07% 175
2024
Q1 		$210K Hold
3,430
– – 0.07% 183
2023
Q4 		$202K Sell
3,430
-432
-11% -$24.5K 0.08% 173
2023
Q3 		$216K Buy
3,862
+50
+1% +$3K 0.09% 160
2023
Q2 		$230K Sell
3,812
-2,171
-36% -$135K 0.09% 162
2023
Q1 		$371K Buy
5,983
+133
+2% +$8.05K 0.15% 120
2022
Q4 		$372K Buy
5,850
+664
+13% +$40.1K 0.16% 127
2022
Q3 		$326K Hold
5,186
– – 0.14% 136
2022
Q2 		$326K Buy
5,186
+257
+5% +$16.3K 0.14% 136
2022
Q1 		$306K Buy
4,929
+1,432
+41% +$87.1K 0.11% 134
2021
Q4 		$207K Buy
+3,497
New +$195K 0.08% 159
2019
Q2 		– Sell
-2,030
Closed -$96K – 520
2019
Q1 		$96K Buy
2,030
+839
+70% +$39.2K 0.06% 194
2018
Q4 		$56K Buy
+1,191
New +$57K 0.04% 236

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WealthBridge Capital Management's KO Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Coca-Cola (KO) stake by 0.97% in Q2 2026, selling an estimated $3K and leaving 3,882 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #186.

WealthBridge Capital Management first reported a position in KO in Q4 2018 and has held it in 21 quarters since. The position peaked at $372K in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • WealthBridge Capital Management held 3,882 shares of Coca-Cola worth $315K as of Q2 2026.
  • WealthBridge Capital Management sold 38 Coca-Cola shares in Q2 2026, an estimated $3K.
  • Coca-Cola made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #186 holding.
  • WealthBridge Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 21 quarters since.
  • WealthBridge Capital Management's Coca-Cola position peaked at $372K in Q4 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.