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Advisor Resource Council’s Coca-Cola KO Stock Holding History

Advisor Resource Council’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 		$371K Sell
4,473
-67
-1% -$5.29K 0.1% 178
2026
Q1 		$345K Sell
4,540
-2,618
-37% -$198K 0.11% 163
2025
Q4 		$538K Buy
+7,158
New +$499K 0.19% 117
2025
Q3 		– Sell
-3,898
Closed -$276K – 115
2025
Q2 		$276K Sell
3,898
-7,243
-65% -$516K 0.11% 140
2025
Q1 		$551K Buy
+11,141
New +$744K 0.04% 352
2024
Q4 		– Sell
-10,697
Closed -$769K – 179
2024
Q3 		$769K Buy
+10,697
New +$733K 0.35% 71
2024
Q2 		– Sell
-5,425
Closed -$320K – 150
2024
Q1 		$320K Sell
5,425
-17,231
-76% -$1.04M 0.14% 162
2023
Q4 		$1.34M Buy
22,656
+17,942
+381% +$1.02M 0.16% 141
2023
Q3 		$264K Sell
4,714
-101
-2% -$6.06K 0.14% 117
2023
Q2 		$290K Sell
4,815
-3,104
-39% -$193K 0.13% 117
2023
Q1 		$495K Buy
7,919
+502
+7% +$30.4K 0.12% 170
2022
Q4 		$472K Buy
7,417
+220
+3% +$13.3K 0.23% 81
2022
Q3 		$403K Sell
7,197
-21,755
-75% -$1.35M 0.27% 96
2022
Q2 		$1.82M Buy
28,952
+20,808
+256% +$1.32M 0.17% 137
2022
Q1 		$505K Sell
8,144
-19,450
-70% -$1.18M 0.15% 133
2021
Q4 		$1.63M Buy
27,594
+19,289
+232% +$1.07M 0.13% 172
2021
Q3 		$435K Sell
8,305
-15,897
-66% -$886K 0.13% 146
2021
Q2 		$1.31M Buy
+24,202
New +$1.32M 0.14% 167

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Advisor Resource Council's KO Position: Q2 2026 in Review

Advisor Resource Council reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $5.29K and leaving 4,473 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #178.

Advisor Resource Council first reported a position in KO in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2022. 1,602 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Advisor Resource Council held 4,473 shares of Coca-Cola worth $371K as of Q2 2026.
  • Advisor Resource Council sold 67 Coca-Cola shares in Q2 2026, an estimated $5.29K.
  • Coca-Cola made up 0.1% of Advisor Resource Council's portfolio in Q2 2026, its #178 holding.
  • Advisor Resource Council first reported a position in Coca-Cola in Q2 2021 and has held it in 18 quarters since.
  • Advisor Resource Council's Coca-Cola position peaked at $1.82M in Q2 2022.
  • 1,602 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.