WealthBridge Investment Counsel’s Coca-Cola KO Stock Holding History

WealthBridge Investment Counsel’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	$4.76M	Sell	58,600 -650	-1%	-$51.3K	1.27%	33
2026 Q1	$4.51M	Sell	59,250 -1,100	-2%	-$83.2K	1.38%	32
2025 Q4	$4.22M	Hold	60,350	–	–	1.27%	30
2025 Q3	$4M	Sell	60,350 -600	-1%	-$41.3K	1.23%	32
2025 Q2	$4.31M	Sell	60,950 -1,925	-3%	-$137K	1.4%	31
2025 Q1	$4.5M	Sell	62,875 -300	-0.5%	-$20K	1.64%	30
2024 Q4	$3.93M	Sell	63,175 -750	-1%	-$49K	1.44%	30
2024 Q3	$4.59M	Sell	63,925 -325	-0.5%	-$22.3K	1.63%	30
2024 Q2	$4.09M	Sell	64,250 -200	-0.3%	-$12.4K	1.56%	31
2024 Q1	$3.94M	Sell	64,450 -350	-0.5%	-$21K	1.46%	31
2023 Q4	$3.82M	Sell	64,800 -300	-0.5%	-$17K	1.53%	32
2023 Q3	$3.64M	Sell	65,100 -1,675	-3%	-$100K	1.59%	31
2023 Q2	$4.02M	Buy	66,775 +1,300	+2%	+$80.9K	1.69%	30
2023 Q1	$4.06M	Hold	65,475	–	–	1.8%	29
2022 Q4	$4.17M	Sell	65,475 -873	-1%	-$52.7K	1.82%	28
2022 Q3	$3.72M	Sell	66,348 -977	-1%	-$60.7K	1.96%	28
2022 Q2	$4.24M	Sell	67,325 -5,100	-7%	-$323K	2.15%	26
2022 Q1	$4.49M	Hold	72,425	–	–	1.98%	27
2021 Q4	$4.29M	Buy	72,425 +175	+0.2%	+$9.74K	1.82%	28
2021 Q3	$3.79M	Sell	72,250 -1,650	-2%	-$92K	1.7%	28
2021 Q2	$4M	Buy	73,900 +475	+0.6%	+$25.8K	1.77%	26
2021 Q1	$3.87M	Sell	73,425 -200	-0.3%	-$10.1K	1.89%	24
2020 Q4	$4.04M	Buy	73,625 +250	+0.3%	+$12.9K	2.11%	24
2020 Q3	$3.62M	Hold	73,375	–	–	2.21%	22
2020 Q2	$3.28M	Buy	73,375 +925	+1%	+$42.6K	2.18%	23
2020 Q1	$3.21M	Sell	72,450 -1,000	-1%	-$54K	2.72%	17
2019 Q4	$4.07M	Buy	+73,450	New	+$3.95M	2.3%	19

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

WealthBridge Investment Counsel's KO Position: Q2 2026 in Review

WealthBridge Investment Counsel reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $51.3K and leaving 58,600 shares worth $4.76M. The position accounts for 1.27% of the portfolio, ranked #33.

WealthBridge Investment Counsel first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,813 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WealthBridge Investment Counsel held 58,600 shares of Coca-Cola worth $4.76M as of Q2 2026.
WealthBridge Investment Counsel sold 650 Coca-Cola shares in Q2 2026, an estimated $51.3K.
Coca-Cola made up 1.27% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #33 holding.
WealthBridge Investment Counsel first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
1,813 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.