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ACT Advisors’s Coca-Cola KO Stock Holding History

ACT 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 		$1.03M Sell
12,733
-832
-6% -$65.7K 0.34% 26
2026
Q1 		$1.03M Sell
13,565
-19
-0.1% -$1.44K 0.44% 24
2025
Q4 		$950K Buy
13,584
+41
+0.3% +$2.86K 0.37% 27
2025
Q3 		$898K Sell
13,543
-487
-3% -$33.5K 0.36% 29
2025
Q2 		$993K Buy
14,030
+771
+6% +$54.9K 0.46% 24
2025
Q1 		$950K Hold
13,259
– – 0.52% 23
2024
Q4 		$825K Sell
13,259
-63
-0.5% -$4.11K 0.44% 23
2024
Q3 		$957K Buy
13,322
+38
+0.3% +$2.6K 0.45% 23
2024
Q2 		$846K Buy
13,284
+365
+3% +$22.6K 0.44% 21
2024
Q1 		$790K Sell
12,919
-689
-5% -$41.4K 0.43% 21
2023
Q4 		$802K Buy
13,608
+394
+3% +$22.4K 0.46% 20
2023
Q3 		$740K Sell
13,214
-442
-3% -$26.5K 0.46% 20
2023
Q2 		$822K Sell
13,656
-1,013
-7% -$63K 0.54% 15
2023
Q1 		$910K Sell
14,669
-96
-0.7% -$5.81K 0.59% 16
2022
Q4 		$939K Buy
14,765
+279
+2% +$16.8K 0.6% 16
2022
Q3 		$812K Buy
14,486
+15
+0.1% +$932 0.57% 14
2022
Q2 		$910K Sell
14,471
-614
-4% -$38.9K 0.67% 12
2022
Q1 		$935K Sell
15,085
-442
-3% -$26.9K 0.6% 12
2021
Q4 		$919K Buy
15,527
+190
+1% +$10.6K 0.67% 13
2021
Q3 		$805K Hold
15,337
– – 0.62% 17
2021
Q2 		$826K Hold
15,337
– – 0.63% 17
2021
Q1 		$822K Hold
15,337
– – 0.65% 16
2020
Q4 		$841K Buy
+15,337
New +$793K 0.76% 15

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

ACT Advisors's KO Position: Q2 2026 in Review

ACT Advisors reduced its Coca-Cola (KO) stake by 6.1% in Q2 2026, selling an estimated $65.7K and leaving 12,733 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #26.

ACT Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ACT Advisors held 12,733 shares of Coca-Cola worth $1.03M as of Q2 2026.
  • ACT Advisors sold 832 Coca-Cola shares in Q2 2026, an estimated $65.7K.
  • Coca-Cola made up 0.34% of ACT Advisors's portfolio in Q2 2026, its #26 holding.
  • ACT Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.