Allegiance Financial Group Advisory Services’s Coca-Cola KO Stock Holding History

Allegiance Financial Group Advisory Services’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
2025 Q2	–	Sell	-2,804	Closed	-$201K	–	171
2025 Q1	$201K	Buy	+2,804	New	+$187K	0.06%	128
2024 Q4	–	Sell	-2,804	Closed	-$202K	–	118
2024 Q3	$202K	Buy	+2,804	New	+$192K	0.07%	75
2023 Q2	–	Sell	-3,237	Closed	-$201K	–	72
2023 Q1	$201K	Hold	3,237	–	–	0.15%	62
2022 Q4	$206K	Buy	+3,237	New	+$195K	0.2%	62

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Allegiance Financial Group Advisory Services's KO Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,804 shares — an estimated $201K sold.

Allegiance Financial Group Advisory Services first reported a position in KO in Q4 2022 and held it in 4 quarters. The position peaked at $206K in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Allegiance Financial Group Advisory Services reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Allegiance Financial Group Advisory Services sold 2,804 Coca-Cola shares in Q2 2025, an estimated $201K.
Allegiance Financial Group Advisory Services first reported a position in Coca-Cola in Q4 2022 and held it in 4 quarters.
Allegiance Financial Group Advisory Services's Coca-Cola position peaked at $206K in Q4 2022.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.