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Affinity Capital Advisors’s Coca-Cola KO Stock Holding History

Affinity Capital 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 		$215K Buy
+2,587
New +$204K 0.03% 193
2025
Q3 		– Sell
-4,603
Closed -$326K – 162
2025
Q2 		$326K Sell
4,603
-3,624
-44% -$258K 0.06% 120
2025
Q1 		$588K Sell
8,227
-182
-2% -$12.2K 0.12% 83
2024
Q4 		$512K Hold
8,409
– – 0.1% 91
2024
Q3 		$604K Sell
8,409
-5
-0.1% -$342 0.12% 91
2024
Q2 		$536K Sell
8,414
-21
-0.2% -$1.3K 0.11% 90
2024
Q1 		$516K Buy
8,435
+75
+0.9% +$4.5K 0.12% 89
2023
Q4 		$493K Sell
8,360
-200
-2% -$11.4K 0.12% 88
2023
Q3 		$479K Sell
8,560
-2
-0% -$120 0.13% 84
2023
Q2 		$516K Sell
8,562
-552
-6% -$34.3K 0.14% 75
2023
Q1 		$565K Sell
9,114
-458
-5% -$27.7K 0.18% 69
2022
Q4 		$609K Buy
9,572
+5
+0.1% +$302 0.21% 57
2022
Q3 		$536K Buy
9,567
+1,838
+24% +$114K 0.19% 62
2022
Q2 		$486K Hold
7,729
– – 0.17% 67
2022
Q1 		$479K Sell
7,729
-738
-9% -$44.9K 0.15% 67
2021
Q4 		$501K Buy
8,467
+314
+4% +$17.5K 0.15% 70
2021
Q3 		$428K Sell
8,153
-548
-6% -$30.5K 0.14% 75
2021
Q2 		$471K Buy
8,701
+100
+1% +$5.44K 0.16% 74
2021
Q1 		$453K Buy
8,601
+179
+2% +$9.01K 0.17% 73
2020
Q4 		$462K Buy
8,422
+100
+1% +$5.17K 0.19% 66
2020
Q3 		$411K Buy
8,322
+450
+6% +$21.6K 0.23% 62
2020
Q2 		$352K Sell
7,872
-231
-3% -$10.6K 0.23% 66
2020
Q1 		$389K Sell
8,103
-25
-0.3% -$1.35K 0.28% 59
2019
Q4 		$450K Buy
+8,128
New +$437K 0.3% 53

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors's KO Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,587 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in KO as recently as Q2 2025.

Affinity Capital Advisors first reported a position in KO in Q4 2019 and has held it in 24 quarters since. The position peaked at $609K in Q4 2022. 679 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Affinity Capital Advisors held 2,587 shares of Coca-Cola worth $215K as of Q2 2026.
  • Coca-Cola was a new Affinity Capital Advisors position in Q2 2026.
  • Coca-Cola made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Affinity Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • Affinity Capital Advisors's Coca-Cola position peaked at $609K in Q4 2022.
  • 679 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.