Wealthcare Capital Partners’s Coca-Cola KO Stock Holding History

Wealthcare Capital Partners’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	$241K	Buy	2,965 +4	+0.1%	+$316	0.1%	151
2026 Q1	$225K	Hold	2,961	–	–	0.11%	145
2025 Q4	$207K	Sell	2,961 -1,263	-30%	-$88K	0.1%	145
2025 Q3	$280K	Sell	4,224 -47	-1%	-$3.23K	0.13%	122
2025 Q2	$302K	Buy	4,271 +356	+9%	+$25.4K	0.15%	110
2025 Q1	$280K	Buy	3,915 +13	+0.3%	+$868	0.14%	106
2024 Q4	$243K	Buy	+3,902	New	+$255K	0.13%	106

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

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

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealthcare Capital Partners's KO Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Coca-Cola (KO) stake by 0.14% in Q2 2026, buying an estimated $316 and bringing the position to 2,965 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #151.

Wealthcare Capital Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealthcare Capital Partners held 2,965 shares of Coca-Cola worth $241K as of Q2 2026.
Wealthcare Capital Partners bought 4 Coca-Cola shares in Q2 2026, an estimated $316.
Coca-Cola made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #151 holding.
Wealthcare Capital Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Coca-Cola position peaked at $302K in Q2 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.