Whitaker-Myers Wealth Managers’s Coca-Cola KO Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-29,134	Closed	-$2.22M	–	117
2026 Q1	$2.22M	Buy	+29,134	New	+$2.2M	0.44%	34
2025 Q1	–	Sell	-5,962	Closed	-$371K	–	125
2024 Q4	$371K	Buy	+5,962	New	+$389K	0.11%	77

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

Whitaker-Myers Wealth Managers's KO Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 29,134 shares — an estimated $2.22M sold.

Whitaker-Myers Wealth Managers first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $2.22M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Whitaker-Myers Wealth Managers reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 29,134 Coca-Cola shares in Q2 2026, an estimated $2.22M.
Whitaker-Myers Wealth Managers first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
Whitaker-Myers Wealth Managers's Coca-Cola position peaked at $2.22M in Q1 2026.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.