American Financial & Tax Strategies’s Coca-Cola KO Stock Holding History

American Financial & Tax Strategies’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	$477K	Hold	5,865	–	–	0.22%	76
2026 Q1	$446K	Hold	5,865	–	–	0.22%	75
2025 Q4	$410K	Hold	5,865	–	–	0.2%	75
2025 Q3	$389K	Hold	5,865	–	–	0.19%	72
2025 Q2	$415K	Sell	5,865 -132	-2%	-$9.4K	0.21%	73
2025 Q1	$430K	Sell	5,997 -480	-7%	-$32.1K	0.23%	70
2024 Q4	$403K	Buy	6,477 +212	+3%	+$13.8K	0.21%	71
2024 Q3	$450K	Sell	6,265 -579	-8%	-$39.6K	0.23%	71
2024 Q2	$436K	Hold	6,844	–	–	0.23%	72
2024 Q1	$419K	Hold	6,844	–	–	0.22%	73
2023 Q4	$403K	Buy	+6,844	New	+$389K	0.23%	72

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

American Financial & Tax Strategies's KO Position: Q2 2026 in Review

American Financial & Tax Strategies held its Coca-Cola (KO) position steady in Q2 2026 at 5,865 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #76.

American Financial & Tax Strategies first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 2,924 funds tracked by Wall St. Rank hold KO as of Q2 2026.

American Financial & Tax Strategies held 5,865 shares of Coca-Cola worth $477K as of Q2 2026.
American Financial & Tax Strategies left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.22% of American Financial & Tax Strategies's portfolio in Q2 2026, its #76 holding.
American Financial & Tax Strategies first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
2,924 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.