ABLE Financial Group’s Coca-Cola KO Stock Holding History

ABLE Financial 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	$231K	Sell	2,848 -37	-1%	-$2.92K	0.04%	208
2026 Q1	$219K	Buy	2,885 +5	+0.2%	+$378	0.04%	196
2025 Q4	$201K	Buy	+2,880	New	+$201K	0.04%	208
2025 Q3	–	Sell	-3,169	Closed	-$224K	–	213
2025 Q2	$224K	Sell	3,169 -660	-17%	-$47K	0.05%	190
2025 Q1	$274K	Buy	3,829 +81	+2%	+$5.41K	0.08%	156
2024 Q4	$233K	Sell	3,748 -154	-4%	-$10.1K	0.07%	175
2024 Q3	$280K	Sell	3,902 -732	-16%	-$50.1K	0.09%	154
2024 Q2	$295K	Sell	4,634 -456	-9%	-$28.2K	0.11%	137
2024 Q1	$311K	Sell	5,090 -1,446	-22%	-$86.9K	0.12%	117
2023 Q4	$385K	Sell	6,536 -963	-13%	-$54.7K	0.17%	97
2023 Q3	$420K	Sell	7,499 -522	-7%	-$31.3K	0.21%	85
2023 Q2	$483K	Buy	8,021 +713	+10%	+$44.4K	0.25%	72
2023 Q1	$453K	Buy	+7,308	New	+$442K	0.3%	73

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ABLE Financial Group's KO Position: Q2 2026 in Review

ABLE Financial Group reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $2.92K and leaving 2,848 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #208.

ABLE Financial Group first reported a position in KO in Q1 2023 and has held it in 13 quarters since. The position peaked at $483K in Q2 2023. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

ABLE Financial Group held 2,848 shares of Coca-Cola worth $231K as of Q2 2026.
ABLE Financial Group sold 37 Coca-Cola shares in Q2 2026, an estimated $2.92K.
Coca-Cola made up 0.04% of ABLE Financial Group's portfolio in Q2 2026, its #208 holding.
ABLE Financial Group first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
ABLE Financial Group's Coca-Cola position peaked at $483K in Q2 2023.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.