Wedmont Private Capital’s Coca-Cola KO Stock Holding History

Wedmont Private Capital’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	$5.77M	Buy	69,092 +2,510	+4%	+$198K	0.16%	85
2026 Q1	$5.15M	Buy	66,582 +1,323	+2%	+$100K	0.17%	77
2025 Q4	$4.41M	Buy	65,259 +12,359	+23%	+$862K	0.15%	81
2025 Q3	$3.53M	Sell	52,900 -10,575	-17%	-$728K	0.13%	96
2025 Q2	$4.41M	Buy	63,475 +10,068	+19%	+$717K	0.19%	71
2025 Q1	$3.81M	Buy	53,407 +2,144	+4%	+$143K	0.2%	68
2024 Q4	$3.13M	Buy	51,263 +6,706	+15%	+$438K	0.17%	73
2024 Q3	$3.07M	Buy	44,557 +1,813	+4%	+$124K	0.18%	71
2024 Q2	$2.72M	Buy	42,744 +6,455	+18%	+$400K	0.17%	74
2024 Q1	$2.17M	Buy	36,289 +1,886	+5%	+$113K	0.16%	84
2023 Q4	$2.07M	Buy	34,403 +9,014	+36%	+$512K	0.17%	83
2023 Q3	$1.34M	Sell	25,389 -9,344	-27%	-$560K	0.14%	98
2023 Q2	$2.12M	Buy	34,733 +4,203	+14%	+$261K	0.23%	70
2023 Q1	$1.91M	Buy	30,530 +6,661	+28%	+$403K	0.25%	64
2022 Q4	$1.51M	Buy	23,869 +609	+3%	+$36.8K	0.23%	70
2022 Q3	$1.3M	Sell	23,260 -230	-1%	-$14.3K	0.26%	60
2022 Q2	$1.48M	Buy	23,490 +11,081	+89%	+$702K	0.32%	49
2022 Q1	$776K	Buy	12,409 +4,139	+50%	+$252K	0.17%	98
2021 Q4	$504K	Buy	+8,270	New	+$461K	0.16%	107

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital's KO Position: Q2 2026 in Review

Wedmont Private Capital increased its Coca-Cola (KO) stake by 3.8% in Q2 2026, buying an estimated $198K and bringing the position to 69,092 shares worth $5.77M. The position accounts for 0.16% of the portfolio, ranked #85.

Wedmont Private Capital first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wedmont Private Capital held 69,092 shares of Coca-Cola worth $5.77M as of Q2 2026.
Wedmont Private Capital bought 2,510 Coca-Cola shares in Q2 2026, an estimated $198K.
Coca-Cola made up 0.16% of Wedmont Private Capital's portfolio in Q2 2026, its #85 holding.
Wedmont Private Capital first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.