Affiance Financial’s Coca-Cola KO Stock Holding History

Affiance Financial’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	$203K	Buy	+2,499	New	+$197K	0.03%	109
2025 Q3	–	Sell	-2,839	Closed	-$201K	–	107
2025 Q2	$201K	Sell	2,839 -155	-5%	-$11K	0.04%	101
2025 Q1	$214K	Buy	+2,994	New	+$200K	0.05%	97
2024 Q4	–	Sell	-3,548	Closed	-$255K	–	105
2024 Q3	$255K	Hold	3,548	–	–	0.06%	90
2024 Q2	$226K	Buy	+3,548	New	+$220K	0.06%	92
2023 Q1	–	Sell	-2,979	Closed	-$189K	–	275
2022 Q4	$189K	Buy	+2,979	New	+$180K	0.08%	101
2017 Q1	–	Sell	-4,998	Closed	-$207K	–	85
2016 Q4	$207K	Sell	4,998 -670	-12%	-$27.9K	0.17%	81
2016 Q3	$240K	Sell	5,668 -204	-3%	-$8.94K	0.2%	75
2016 Q2	$266K	Buy	5,872 +324	+6%	+$14.6K	0.23%	72
2016 Q1	$257K	Hold	5,548	–	–	0.25%	73
2015 Q4	$238K	Hold	5,548	–	–	0.24%	74
2015 Q3	$223K	Sell	5,548 -462	-8%	-$18.5K	0.28%	77
2015 Q2	$236K	Hold	6,010	–	–	0.3%	81
2015 Q1	$244K	Sell	6,010 -9,250	-61%	-$387K	0.37%	77
2014 Q4	$644K	Buy	+15,260	New	+$652K	1.13%	22

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

Affiance Financial's KO Position: Q2 2026 in Review

Affiance Financial opened a new position in Coca-Cola (KO) in Q2 2026: 2,499 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings. This is a return to the name: Affiance Financial previously reported a position in KO as recently as Q2 2025.

Affiance Financial first reported a position in KO in Q4 2014 and has held it in 15 quarters since. The position peaked at $644K in Q4 2014. 1,737 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Affiance Financial held 2,499 shares of Coca-Cola worth $203K as of Q2 2026.
Coca-Cola was a new Affiance Financial position in Q2 2026.
Coca-Cola made up 0.03% of Affiance Financial's portfolio in Q2 2026, its #109 holding.
Affiance Financial first reported a position in Coca-Cola in Q4 2014 and has held it in 15 quarters since.
Affiance Financial's Coca-Cola position peaked at $644K in Q4 2014.
1,737 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.