AFG
KO icon

Albion Financial Group’s Coca-Cola KO Stock Holding History

Albion Financial 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 		$333K Sell
4,098
-554
-12% -$43.8K 0.02% 159
2026
Q1 		$354K Hold
4,652
– – 0.02% 140
2025
Q4 		$325K Sell
4,652
-63
-1% -$4.39K 0.02% 148
2025
Q3 		$313K Buy
4,715
+63
+1% +$4.34K 0.02% 151
2025
Q2 		$329K Hold
4,652
– – 0.02% 144
2025
Q1 		$333K Sell
4,652
-223
-5% -$14.9K 0.02% 152
2024
Q4 		$303K Buy
4,875
+120
+3% +$7.83K 0.02% 156
2024
Q3 		$342K Hold
4,755
– – 0.02% 152
2024
Q2 		$303K Sell
4,755
-92
-2% -$5.7K 0.02% 161
2024
Q1 		$297K Hold
4,847
– – 0.02% 160
2023
Q4 		$286K Hold
4,847
– – 0.02% 163
2023
Q3 		$271K Buy
4,847
+28
+0.6% +$1.68K 0.03% 153
2023
Q2 		$290K Hold
4,819
– – 0.03% 155
2023
Q1 		$299K Hold
4,819
– – 0.03% 151
2022
Q4 		$307K Sell
4,819
-325
-6% -$19.6K 0.03% 149
2022
Q3 		$288K Sell
5,144
-43
-0.8% -$2.67K 0.03% 149
2022
Q2 		$326K Sell
5,187
-203
-4% -$12.9K 0.03% 151
2022
Q1 		$334K Sell
5,390
-2,976
-36% -$181K 0.03% 173
2021
Q4 		$495K Sell
8,366
-40
-0.5% -$2.23K 0.04% 163
2021
Q3 		$441K Sell
8,406
-246
-3% -$13.7K 0.04% 150
2021
Q2 		$468K Buy
+8,652
New +$471K 0.04% 150
2020
Q4 		$677K Sell
12,352
-780
-6% -$40.3K 0.07% 125
2020
Q3 		$648K Sell
13,132
-21
-0.2% -$1.01K 0.07% 136
2020
Q2 		$588K Sell
13,153
-30
-0.2% -$1.38K 0.07% 133
2020
Q1 		$583K Sell
13,183
-566
-4% -$30.6K 0.09% 116
2019
Q4 		$761K Buy
13,749
+400
+3% +$21.5K 0.09% 117
2019
Q3 		$727K Sell
13,349
-83
-0.6% -$4.44K 0.09% 117
2019
Q2 		$684K Sell
13,432
-890
-6% -$43.6K 0.09% 124
2019
Q1 		$671K Sell
14,322
-716
-5% -$33.5K 0.09% 123
2018
Q4 		$712K Sell
15,038
-142
-0.9% -$6.8K 0.11% 110
2018
Q3 		$701K Sell
15,180
-3,675
-19% -$168K 0.09% 111
2018
Q2 		$827K Sell
18,855
-1,156
-6% -$49.9K 0.12% 105
2018
Q1 		$869K Sell
20,011
-450
-2% -$20.2K 0.13% 95
2017
Q4 		$939K Sell
20,461
-1,115
-5% -$51.3K 0.14% 95
2017
Q3 		$971K Sell
21,576
-2,178
-9% -$99.1K 0.15% 94
2017
Q2 		$1.06M Buy
23,754
+600
+3% +$26.5K 0.18% 83
2017
Q1 		$983K Sell
23,154
-855
-4% -$35.7K 0.15% 87
2016
Q4 		$995K Sell
24,009
-563
-2% -$23.4K 0.16% 86
2016
Q3 		$1.04M Buy
24,572
+148
+0.6% +$6.49K 0.18% 82
2016
Q2 		$1.11M Sell
24,424
-240
-1% -$10.8K 0.2% 67
2016
Q1 		$1.14M Buy
24,664
+374
+2% +$16.3K 0.19% 67
2015
Q4 		$1.04M Sell
24,290
-4
-0% -$170 0.18% 69
2015
Q3 		$975K Hold
24,294
– – 0.18% 74
2015
Q2 		$953K Sell
24,294
-99
-0.4% -$4.03K 0.16% 77
2015
Q1 		$989K Sell
24,393
-2
-0% -$84 0.17% 69
2014
Q4 		$1.03M Hold
24,395
– – 0.18% 72
2014
Q3 		$1.04M Buy
24,395
+3
+0% +$124 0.18% 71
2014
Q2 		$1.03M Hold
24,392
– – 0.18% 74
2014
Q1 		$943K Sell
24,392
-328
-1% -$12.7K 0.17% 76
2013
Q4 		$1.02M Buy
24,720
+2,493
+11% +$98.3K 0.19% 71
2013
Q3 		$842K Sell
22,227
-1,864
-8% -$73.7K 0.18% 70
2013
Q2 		$966K Buy
+24,091
New +$997K 0.21% 64

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Albion Financial Group's KO Position: Q2 2026 in Review

Albion Financial Group reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $43.8K and leaving 4,098 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #159.

Albion Financial Group first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.14M in Q1 2016. 1,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Albion Financial Group held 4,098 shares of Coca-Cola worth $333K as of Q2 2026.
  • Albion Financial Group sold 554 Coca-Cola shares in Q2 2026, an estimated $43.8K.
  • Coca-Cola made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #159 holding.
  • Albion Financial Group first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Albion Financial Group's Coca-Cola position peaked at $1.14M in Q1 2016.
  • 1,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.