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Allen Mooney & Barnes Investment Advisors’s Coca-Cola KO Stock Holding History

Allen Mooney & Barnes Investment 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 		$2.76M Sell
33,906
-6,325
-16% -$500K 0.42% 49
2026
Q1 		$3.06M Sell
40,231
-434
-1% -$32.8K 0.44% 49
2025
Q4 		$2.84M Buy
40,665
+299
+0.7% +$20.8K 0.43% 45
2025
Q3 		$2.68M Sell
40,366
-1,280
-3% -$88.1K 0.42% 47
2025
Q2 		$2.95M Buy
41,646
+449
+1% +$32K 0.48% 44
2025
Q1 		$2.95M Sell
41,197
-185
-0.4% -$12.4K 0.48% 49
2024
Q4 		$2.58M Buy
41,382
+230
+0.6% +$15K 0.43% 47
2024
Q3 		$2.96M Buy
41,152
+1,376
+3% +$94.2K 0.5% 45
2024
Q2 		$2.53M Sell
39,776
-11,237
-22% -$696K 0.45% 48
2024
Q1 		$3.01M Sell
51,013
-6,373
-11% -$383K 0.58% 43
2023
Q4 		$3.38M Buy
57,386
+2,493
+5% +$142K 0.64% 41
2023
Q3 		$3.07M Buy
54,893
+17,391
+46% +$1.04M 0.65% 42
2023
Q2 		$2.26M Buy
37,502
+2,452
+7% +$153K 0.5% 47
2023
Q1 		$2.17M Sell
35,050
-3,708
-10% -$225K 0.52% 46
2022
Q4 		$2.47M Sell
38,758
-841
-2% -$50.8K 0.59% 46
2022
Q3 		$2.22M Buy
39,599
+116
+0.3% +$7.21K 0.59% 46
2022
Q2 		$2.48M Sell
39,483
-1,811
-4% -$115K 0.64% 45
2022
Q1 		$2.56M Buy
+41,294
New +$2.51M 0.57% 49

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's KO Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $500K and leaving 33,906 shares worth $2.76M. The position accounts for 0.42% of the portfolio, ranked #49.

Allen Mooney & Barnes Investment Advisors first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.38M in Q4 2023. 2,053 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 33,906 shares of Coca-Cola worth $2.76M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 6,325 Coca-Cola shares in Q2 2026, an estimated $500K.
  • Coca-Cola made up 0.42% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Coca-Cola position peaked at $3.38M in Q4 2023.
  • 2,053 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.