Wedbush Securities’s Coca-Cola KO Stock Holding History

Wedbush Securities’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	$9.41M	Buy	115,831 +305	+0.3%	+$24.1K	0.24%	65
2026 Q1	$8.79M	Buy	115,526 +23,515	+26%	+$1.78M	0.26%	55
2025 Q4	$6.43M	Buy	92,011 +1,003	+1%	+$69.9K	0.19%	71
2025 Q3	$6.04M	Sell	91,008 -9,606	-10%	-$661K	0.2%	68
2025 Q2	$7.12M	Sell	100,614 -5,938	-6%	-$423K	0.25%	58
2025 Q1	$7.63M	Sell	106,552 -297	-0.3%	-$19.8K	0.28%	51
2024 Q4	$6.65M	Buy	106,849 +3,707	+4%	+$242K	0.24%	65
2024 Q3	$7.41M	Sell	103,142 -14,268	-12%	-$977K	0.28%	55
2024 Q2	$7.47M	Sell	117,410 -3,767	-3%	-$233K	0.27%	59
2024 Q1	$7.41M	Buy	121,177 +11,556	+11%	+$694K	0.28%	55
2023 Q4	$6.46M	Sell	109,621 -1,183	-1%	-$67.2K	0.29%	60
2023 Q3	$6.2M	Buy	110,804 +1,415	+1%	+$84.9K	0.31%	57
2023 Q2	$6.59M	Sell	109,389 -10,693	-9%	-$665K	0.31%	55
2023 Q1	$7.45M	Buy	120,082 +2,751	+2%	+$167K	0.37%	40
2022 Q4	$7.46M	Buy	117,331 +1,296	+1%	+$78.2K	0.41%	39
2022 Q3	$6.5M	Sell	116,035 -16,408	-12%	-$1.02M	0.37%	40
2022 Q2	$8.33M	Buy	132,443 +1,571	+1%	+$99.6K	0.45%	33
2022 Q1	$8.11M	Buy	130,872 +1,625	+1%	+$98.8K	0.37%	43
2021 Q4	$7.65M	Buy	129,247 +1,930	+2%	+$107K	0.33%	42
2021 Q3	$6.68M	Buy	127,317 +5,819	+5%	+$324K	0.32%	47
2021 Q2	$6.57M	Buy	121,498 +28,330	+30%	+$1.54M	0.31%	51
2021 Q1	$4.91M	Buy	93,168 +33,798	+57%	+$1.7M	0.27%	56
2020 Q4	$3.26M	Buy	59,370 +385	+0.7%	+$19.9K	0.29%	69
2020 Q3	$2.91M	Sell	58,985 -1,695	-3%	-$81.5K	0.28%	76
2020 Q2	$2.71M	Sell	60,680 -13,084	-18%	-$603K	0.26%	81
2020 Q1	$3.26M	Buy	73,764 +10,409	+16%	+$562K	0.39%	51
2019 Q4	$3.51M	Buy	63,355 +7,264	+13%	+$391K	0.31%	66
2019 Q3	$3.05M	Sell	56,091 -907	-2%	-$48.6K	0.3%	69
2019 Q2	$2.9M	Sell	56,998 -5,075	-8%	-$249K	0.29%	68
2019 Q1	$2.91M	Sell	62,073 -478	-0.8%	-$22.4K	0.31%	64
2018 Q4	$2.96M	Buy	62,551 +8,568	+16%	+$410K	0.38%	50
2018 Q3	$2.49M	Sell	53,983 -4,883	-8%	-$223K	0.28%	68
2018 Q2	$2.58M	Buy	58,866 +587	+1%	+$25.4K	0.32%	55
2018 Q1	$2.53M	Sell	58,279 -1,386	-2%	-$62.3K	0.33%	56
2017 Q4	$2.74M	Sell	59,665 -2,232	-4%	-$103K	0.33%	59
2017 Q3	$2.79M	Sell	61,897 -203	-0.3%	-$9.23K	0.36%	52
2017 Q2	$2.79M	Sell	62,100 -5,346	-8%	-$236K	0.36%	53
2017 Q1	$2.86M	Buy	67,446 +3,466	+5%	+$145K	0.39%	49
2016 Q4	$2.65M	Buy	63,980 +2,678	+4%	+$111K	0.39%	47
2016 Q3	$2.59M	Buy	61,302 +4,062	+7%	+$178K	0.39%	54
2016 Q2	$2.6M	Buy	57,240 +530	+0.9%	+$24K	0.42%	45
2016 Q1	$2.63M	Sell	56,710 -7,909	-12%	-$344K	0.46%	37
2015 Q4	$2.78M	Buy	64,619 +2,242	+4%	+$95.1K	0.5%	34
2015 Q3	$2.5M	Sell	62,377 -492	-0.8%	-$19.7K	0.5%	34
2015 Q2	$2.47M	Buy	62,869 +3,701	+6%	+$151K	0.46%	35
2015 Q1	$2.4M	Sell	59,168 -13,995	-19%	-$585K	0.41%	44
2014 Q4	$3.09M	Sell	73,163 -8,051	-10%	-$344K	0.47%	30
2014 Q3	$3.46M	Buy	81,214 +2,974	+4%	+$123K	0.54%	23
2014 Q2	$3.31M	Sell	78,240 -4,425	-5%	-$180K	0.53%	27
2014 Q1	$3.2M	Buy	82,665 +1,852	+2%	+$71.5K	0.56%	26
2013 Q4	$3.34M	Buy	80,813 +8,763	+12%	+$346K	0.79%	19
2013 Q3	$2.73M	Sell	72,050 -3,436	-5%	-$136K	0.72%	22
2013 Q2	$3.03M	Buy	+75,486	New	+$3.13M	0.83%	16

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wedbush Securities's KO Position: Q2 2026 in Review

Wedbush Securities increased its Coca-Cola (KO) stake by 0.26% in Q2 2026, buying an estimated $24.1K and bringing the position to 115,831 shares worth $9.41M. The position accounts for 0.24% of the portfolio, ranked #65.

Wedbush Securities first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,548 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wedbush Securities held 115,831 shares of Coca-Cola worth $9.41M as of Q2 2026.
Wedbush Securities bought 305 Coca-Cola shares in Q2 2026, an estimated $24.1K.
Coca-Cola made up 0.24% of Wedbush Securities's portfolio in Q2 2026, its #65 holding.
Wedbush Securities first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
1,548 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.