Wolff Financial Management’s Coca-Cola KO Stock Holding History

Wolff Financial 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	$899K	Buy	11,059 +4	+0%	+$316	0.18%	55
2026 Q1	$841K	Hold	11,055	–	–	0.19%	52
2025 Q4	$773K	Buy	11,055 +10	+0.1%	+$697	0.17%	55
2025 Q3	$733K	Buy	11,045 +4	+0%	+$275	0.17%	56
2025 Q2	$781K	Buy	11,041 +62	+0.6%	+$4.42K	0.2%	50
2025 Q1	$786K	Hold	10,979	–	–	0.22%	50
2024 Q4	$684K	Sell	10,979 -1,109	-9%	-$72.4K	0.19%	50
2024 Q3	$869K	Buy	+12,088	New	+$828K	0.24%	45
2024 Q2	–	Sell	-12,495	Closed	-$764K	–	63
2024 Q1	$764K	Hold	12,495	–	–	0.22%	50
2023 Q4	$736K	Sell	12,495 -132	-1%	-$7.5K	0.23%	52
2023 Q3	$707K	Buy	+12,627	New	+$757K	0.24%	51
2023 Q2	–	Sell	-12,759	Closed	-$791K	–	65
2023 Q1	$791K	Sell	12,759 -136	-1%	-$8.23K	0.28%	49
2022 Q4	$820K	Sell	12,895 -799	-6%	-$48.2K	0.3%	49
2022 Q3	$767K	Buy	13,694 +3	+0%	+$186	0.35%	50
2022 Q2	$861K	Buy	13,691 +5	+0%	+$317	0.38%	48
2022 Q1	$849K	Hold	13,686	–	–	0.34%	51
2021 Q4	$810K	Buy	+13,686	New	+$762K	0.31%	52
2021 Q1	$725K	Sell	13,754 -39	-0.3%	-$1.96K	0.33%	50
2020 Q4	$756K	Buy	13,793 +74	+0.5%	+$3.83K	0.4%	44
2020 Q3	$677K	Buy	13,719 +11	+0.1%	+$529	0.4%	45
2020 Q2	$612K	Buy	13,708 +30	+0.2%	+$1.38K	0.39%	48
2020 Q1	$605K	Buy	13,678 +356	+3%	+$19.2K	0.46%	45
2019 Q4	$737K	Buy	13,322 +345	+3%	+$18.5K	0.49%	40
2019 Q3	$707K	Buy	12,977 +3	+0%	+$161	0.52%	39
2019 Q2	$661K	Sell	12,974 -195	-1%	-$9.56K	0.51%	42
2019 Q1	$617K	Hold	13,169	–	–	0.51%	42
2018 Q4	$624K	Buy	+13,169	New	+$630K	0.61%	36

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Wolff Financial Management's KO Position: Q2 2026 in Review

Wolff Financial Management increased its Coca-Cola (KO) stake by 0.04% in Q2 2026, buying an estimated $316 and bringing the position to 11,059 shares worth $899K. The position accounts for 0.18% of the portfolio, ranked #55.

Wolff Financial Management first reported a position in KO in Q4 2018 and has held it in 27 quarters since. 864 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wolff Financial Management held 11,059 shares of Coca-Cola worth $899K as of Q2 2026.
Wolff Financial Management bought 4 Coca-Cola shares in Q2 2026, an estimated $316.
Coca-Cola made up 0.18% of Wolff Financial Management's portfolio in Q2 2026, its #55 holding.
Wolff Financial Management first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
864 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.