WEG
KO icon

World Equity Group’s Coca-Cola KO Stock Holding History

World Equity Group’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 		$1.72M Sell
21,156
-21,476
-50% -$1.7M 0.39% 56
2026
Q1 		$3.24M Buy
42,632
+21,210
+99% +$1.6M 0.84% 25
2025
Q4 		$1.5M Buy
21,422
+443
+2% +$30.9K 0.42% 45
2025
Q3 		$1.39M Sell
20,979
-721
-3% -$49.6K 0.32% 68
2025
Q2 		$1.54M Sell
21,700
-9
-0% -$641 0.42% 52
2025
Q1 		$1.56M Buy
21,709
+726
+3% +$48.5K 0.44% 50
2024
Q4 		$1.31M Buy
20,983
+189
+0.9% +$12.3K 0.28% 78
2024
Q3 		$1.49M Sell
20,794
-1,878
-8% -$129K 0.54% 43
2024
Q2 		$1.44M Sell
22,672
-19,642
-46% -$1.22M 0.43% 65
2024
Q1 		$2.59M Buy
42,314
+1,868
+5% +$112K 0.53% 46
2023
Q4 		$2.55M Sell
40,446
-404
-1% -$22.9K 0.51% 47
2023
Q3 		$2.29M Buy
40,850
+20,693
+103% +$1.24M 0.48% 50
2023
Q2 		$1.21M Buy
20,157
+5,903
+41% +$367K 0.36% 74
2023
Q1 		$837K Sell
14,254
-8,462
-37% -$512K 0.13% 189
2022
Q4 		$1.44M Buy
22,716
+4,939
+28% +$298K 0.34% 81
2022
Q3 		$996K Buy
17,777
+9,221
+108% +$573K 0.25% 102
2022
Q2 		$538K Buy
8,556
+521
+6% +$33K 0.14% 171
2022
Q1 		$498K Buy
+8,035
New +$489K 0.11% 211

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

World Equity Group's KO Position: Q2 2026 in Review

World Equity Group reduced its Coca-Cola (KO) stake by 50% in Q2 2026, selling an estimated $1.7M and leaving 21,156 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #56.

World Equity Group first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.24M in Q1 2026. 794 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • World Equity Group held 21,156 shares of Coca-Cola worth $1.72M as of Q2 2026.
  • World Equity Group sold 21,476 Coca-Cola shares in Q2 2026, an estimated $1.7M.
  • Coca-Cola made up 0.39% of World Equity Group's portfolio in Q2 2026, its #56 holding.
  • World Equity Group first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Coca-Cola position peaked at $3.24M in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.