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Wealthquest’s Coca-Cola KO Stock Holding History

Wealthquest’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 		$681K Buy
8,383
+785
+10% +$62K 0.04% 81
2026
Q1 		$578K Buy
7,598
+206
+3% +$15.6K 0.04% 81
2025
Q4 		$517K Buy
+7,392
New +$515K 0.04% 81
2025
Q3 		– Sell
-6,078
Closed -$430K – 92
2025
Q2 		$430K Buy
6,078
+33
+0.5% +$2.35K 0.03% 84
2025
Q1 		$433K Buy
6,045
+272
+5% +$18.2K 0.04% 79
2024
Q4 		$359K Buy
5,773
+33
+0.6% +$2.15K 0.03% 88
2024
Q3 		$412K Buy
+5,740
New +$393K 0.04% 80

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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

Wealthquest's KO Position: Q2 2026 in Review

Wealthquest increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $62K and bringing the position to 8,383 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #81.

Wealthquest first reported a position in KO in Q3 2024 and has held it in 7 quarters since. 1,294 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealthquest held 8,383 shares of Coca-Cola worth $681K as of Q2 2026.
  • Wealthquest bought 785 Coca-Cola shares in Q2 2026, an estimated $62K.
  • Coca-Cola made up 0.04% of Wealthquest's portfolio in Q2 2026, its #81 holding.
  • Wealthquest first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.