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Wiser Wealth Management’s Coca-Cola KO Stock Holding History

Wiser 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 		$437K Buy
5,373
+44
+0.8% +$3.48K 0.08% 48
2026
Q1 		$405K Buy
5,329
+849
+19% +$64.2K 0.09% 46
2025
Q4 		$313K Buy
+4,480
New +$312K 0.07% 45

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Wiser Wealth Management's KO Position: Q2 2026 in Review

Wiser Wealth Management increased its Coca-Cola (KO) stake by 0.83% in Q2 2026, buying an estimated $3.48K and bringing the position to 5,373 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #48.

Wiser Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 864 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wiser Wealth Management held 5,373 shares of Coca-Cola worth $437K as of Q2 2026.
  • Wiser Wealth Management bought 44 Coca-Cola shares in Q2 2026, an estimated $3.48K.
  • Coca-Cola made up 0.08% of Wiser Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Wiser Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 864 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.