Werba Rubin Papier Wealth Management’s Coca-Cola KO Stock Holding History

Werba Rubin Papier Wealth Management’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	$763K	Buy	9,382 +384	+4%	+$30.3K	0.09%	122
2026 Q1	$684K	Buy	8,998 +1,021	+13%	+$77.2K	0.1%	113
2025 Q4	$558K	Buy	7,977 +840	+12%	+$58.6K	0.15%	100
2025 Q3	$473K	Buy	7,137 +2,222	+45%	+$153K	0.08%	126
2025 Q2	$348K	Sell	4,915 -48	-1%	-$3.42K	0.07%	138
2025 Q1	$355K	Sell	4,963 -189	-4%	-$12.6K	0.08%	123
2024 Q4	$321K	Sell	5,152 -183	-3%	-$11.9K	0.08%	128
2024 Q3	$383K	Buy	5,335 +728	+16%	+$49.9K	0.09%	118
2024 Q2	$293K	Buy	+4,607	New	+$285K	0.08%	122

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

Werba Rubin Papier Wealth Management's KO Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Coca-Cola (KO) stake by 4.3% in Q2 2026, buying an estimated $30.3K and bringing the position to 9,382 shares worth $763K. The position accounts for 0.09% of the portfolio, ranked #122.

Werba Rubin Papier Wealth Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Werba Rubin Papier Wealth Management held 9,382 shares of Coca-Cola worth $763K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 384 Coca-Cola shares in Q2 2026, an estimated $30.3K.
Coca-Cola made up 0.09% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #122 holding.
Werba Rubin Papier Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.