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AA Financial Advisors’s Coca-Cola KO Stock Holding History

AA Financial Advisors’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 		$1.42M Buy
17,411
+457
+3% +$36.1K 0.17% 93
2026
Q1 		$1.29M Buy
16,954
+1,574
+10% +$119K 0.18% 94
2025
Q4 		$1.08M Sell
15,380
-269
-2% -$18.8K 0.2% 83
2025
Q3 		$1.04M Buy
15,649
+1,925
+14% +$132K 0.2% 77
2025
Q2 		$971K Buy
13,724
+1,379
+11% +$98.2K 0.21% 74
2025
Q1 		$884K Buy
12,345
+181
+1% +$12.1K 0.22% 75
2024
Q4 		$757K Buy
12,164
+212
+2% +$13.8K 0.2% 76
2024
Q3 		$859K Buy
11,952
+1,452
+14% +$99.4K 0.25% 74
2024
Q2 		$668K Buy
10,500
+2,051
+24% +$127K 0.24% 78
2024
Q1 		$517K Buy
+8,449
New +$508K 0.21% 93

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AA Financial Advisors's KO Position: Q2 2026 in Review

AA Financial Advisors increased its Coca-Cola (KO) stake by 2.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 17,411 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #93.

AA Financial Advisors first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AA Financial Advisors held 17,411 shares of Coca-Cola worth $1.42M as of Q2 2026.
  • AA Financial Advisors bought 457 Coca-Cola shares in Q2 2026, an estimated $36.1K.
  • Coca-Cola made up 0.17% of AA Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • AA Financial Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.