Annex Advisory Services’s Coca-Cola KO Stock Holding History

Annex 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
2026 Q2	$854K	Buy	10,505 +670	+7%	+$52.9K	0.01%	207
2026 Q1	$748K	Buy	9,835 +316	+3%	+$23.9K	0.01%	208
2025 Q4	$666K	Buy	9,519 +2,854	+43%	+$199K	0.01%	216
2025 Q3	$442K	Sell	6,665 -432	-6%	-$29.7K	0.01%	227
2025 Q2	$502K	Buy	7,097 +137	+2%	+$9.76K	0.01%	215
2025 Q1	$498K	Sell	6,960 -937	-12%	-$62.6K	0.01%	211
2024 Q4	$492K	Buy	7,897 +339	+4%	+$22.1K	0.01%	213
2024 Q3	$543K	Buy	7,558 +769	+11%	+$52.7K	0.02%	183
2024 Q2	$432K	Buy	6,789 +467	+7%	+$28.9K	0.02%	192
2024 Q1	$387K	Buy	6,322 +222	+4%	+$13.3K	0.01%	204
2023 Q4	$359K	Sell	6,100 -2,604	-30%	-$148K	0.02%	194
2023 Q3	$487K	Buy	8,704 +1,981	+29%	+$119K	0.03%	152
2023 Q2	$405K	Buy	6,723 +6	+0.1%	+$373	0.02%	160
2023 Q1	$417K	Sell	6,717 -1,608	-19%	-$97.4K	0.02%	158
2022 Q4	$530K	Sell	8,325 -616	-7%	-$37.2K	0.03%	147
2022 Q3	$501K	Sell	8,941 -934	-9%	-$58K	0.03%	146
2022 Q2	$621K	Buy	9,875 +2,427	+33%	+$154K	0.04%	145
2022 Q1	$462K	Buy	7,448 +273	+4%	+$16.6K	0.03%	155
2021 Q4	$425K	Buy	7,175 +653	+10%	+$36.4K	0.03%	167
2021 Q3	$342K	Sell	6,522 -309	-5%	-$17.2K	0.03%	161
2021 Q2	$369K	Buy	6,831 +501	+8%	+$27.3K	0.03%	163
2021 Q1	$333K	Sell	6,330 -355	-5%	-$17.9K	0.03%	155
2020 Q4	$367K	Buy	6,685 +223	+3%	+$11.5K	0.04%	141
2020 Q3	$319K	Buy	6,462 +26	+0.4%	+$1.25K	0.04%	100
2020 Q2	$288K	Buy	6,436 +567	+10%	+$26.1K	0.04%	103
2020 Q1	$260K	Buy	5,869 +447	+8%	+$24.1K	0.04%	105
2019 Q4	$300K	Sell	5,422 -93	-2%	-$5K	0.04%	105
2019 Q3	$300K	Sell	5,515 -201	-4%	-$10.8K	0.04%	100
2019 Q2	$291K	Sell	5,716 -47	-0.8%	-$2.3K	0.04%	94
2019 Q1	$270K	Buy	5,763 +761	+15%	+$35.6K	0.04%	103
2018 Q4	$237K	Buy	5,002 +19	+0.4%	+$909	0.04%	107
2018 Q3	$230K	Sell	4,983 -192	-4%	-$8.77K	0.04%	116
2018 Q2	$227K	Buy	+5,175	New	+$224K	0.04%	117
2018 Q1	–	Sell	-4,662	Closed	-$214K	–	133
2017 Q4	$214K	Buy	+4,662	New	+$214K	0.04%	115
2017 Q3	–	Sell	-4,771	Closed	-$214K	–	128
2017 Q2	$214K	Sell	4,771 -11	-0.2%	-$486	0.05%	114
2017 Q1	$203K	Sell	4,782 -179	-4%	-$7.47K	0.05%	112
2016 Q4	$206K	Buy	+4,961	New	+$206K	0.05%	103
2016 Q3	–	Sell	-4,955	Closed	-$225K	–	114
2016 Q2	$225K	Buy	4,955 +629	+15%	+$28.4K	0.06%	99
2016 Q1	$201K	Buy	+4,326	New	+$188K	0.06%	106

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Annex Advisory Services's KO Position: Q2 2026 in Review

Annex Advisory Services increased its Coca-Cola (KO) stake by 6.8% in Q2 2026, buying an estimated $52.9K and bringing the position to 10,505 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #207.

Annex Advisory Services first reported a position in KO in Q1 2016 and has held it in 39 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Annex Advisory Services held 10,505 shares of Coca-Cola worth $854K as of Q2 2026.
Annex Advisory Services bought 670 Coca-Cola shares in Q2 2026, an estimated $52.9K.
Coca-Cola made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #207 holding.
Annex Advisory Services first reported a position in Coca-Cola in Q1 2016 and has held it in 39 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.