Advocate Group’s Coca-Cola KO Stock Holding History

Advocate 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	$977K	Sell	12,024 -441	-4%	-$34.8K	0.15%	85
2026 Q1	$948K	Sell	12,465 -69	-0.6%	-$5.22K	0.15%	85
2025 Q4	$876K	Hold	12,534	–	–	0.14%	85
2025 Q3	$831K	Sell	12,534 -536	-4%	-$36.9K	0.14%	83
2025 Q2	$925K	Hold	13,070	–	–	0.17%	80
2025 Q1	$936K	Sell	13,070 -39	-0.3%	-$2.6K	0.17%	79
2024 Q4	$816K	Hold	13,109	–	–	0.15%	80
2024 Q3	$942K	Sell	13,109 -105	-0.8%	-$7.19K	0.17%	81
2024 Q2	$841K	Sell	13,214 -179	-1%	-$11.1K	0.17%	84
2024 Q1	$819K	Sell	13,393 -474	-3%	-$28.5K	0.16%	85
2023 Q4	$817K	Sell	13,867 -278	-2%	-$15.8K	0.18%	83
2023 Q3	$792K	Sell	14,145 -1,064	-7%	-$63.8K	0.18%	81
2023 Q2	$916K	Sell	15,209 -1,166	-7%	-$72.5K	0.2%	81
2023 Q1	$1.02M	Sell	16,375 -3,044	-16%	-$184K	0.22%	77
2022 Q4	$1.24M	Sell	19,419 -3,885	-17%	-$235K	0.27%	71
2022 Q3	$1.31M	Sell	23,304 -2,022	-8%	-$126K	0.32%	66
2022 Q2	$1.59M	Buy	+25,326	New	+$1.61M	0.37%	64

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's KO Position: Q2 2026 in Review

Advocate Group reduced its Coca-Cola (KO) stake by 3.5% in Q2 2026, selling an estimated $34.8K and leaving 12,024 shares worth $977K. The position accounts for 0.15% of the portfolio, ranked #85.

Advocate Group first reported a position in KO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.59M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Advocate Group held 12,024 shares of Coca-Cola worth $977K as of Q2 2026.
Advocate Group sold 441 Coca-Cola shares in Q2 2026, an estimated $34.8K.
Coca-Cola made up 0.15% of Advocate Group's portfolio in Q2 2026, its #85 holding.
Advocate Group first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
Advocate Group's Coca-Cola position peaked at $1.59M in Q2 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.