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Archford Capital Strategies’s Coca-Cola KO Stock Holding History

Archford Capital 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 		$489K Buy
6,017
+368
+7% +$29.1K 0.05% 247
2026
Q1 		$430K Buy
5,649
+20
+0.4% +$1.51K 0.05% 247
2025
Q4 		$394K Buy
5,629
+162
+3% +$11.3K 0.05% 253
2025
Q3 		$363K Sell
5,467
-557
-9% -$38.3K 0.04% 253
2025
Q2 		$426K Buy
6,024
+1,153
+24% +$82.1K 0.05% 238
2025
Q1 		$349K Sell
4,871
-437
-8% -$29.2K 0.05% 234
2024
Q4 		$331K Buy
5,308
+110
+2% +$7.18K 0.05% 220
2024
Q3 		$366K Sell
5,198
-90
-2% -$6.16K 0.06% 201
2024
Q2 		$337K Sell
5,288
-137
-3% -$8.48K 0.05% 211
2024
Q1 		$332K Sell
5,425
-767
-12% -$46.1K 0.06% 211
2023
Q4 		$365K Sell
6,192
-8,133
-57% -$462K 0.07% 195
2023
Q3 		$802K Sell
14,325
-410
-3% -$24.6K 0.16% 140
2023
Q2 		$920K Buy
14,735
+349
+2% +$21.7K 0.17% 139
2023
Q1 		$903K Buy
14,386
+598
+4% +$36.2K 0.19% 129
2022
Q4 		$877K Buy
13,788
+1,021
+8% +$61.6K 0.2% 122
2022
Q3 		$715K Buy
12,767
+38
+0.3% +$2.36K 0.18% 129
2022
Q2 		$801K Buy
12,729
+1,392
+12% +$88.2K 0.2% 121
2022
Q1 		$708K Buy
11,337
+391
+4% +$23.8K 0.16% 147
2021
Q4 		$648K Sell
10,946
-16
-0.1% -$891 0.15% 157
2021
Q3 		$575K Buy
10,962
+34
+0.3% +$1.9K 0.14% 174
2021
Q2 		$591K Sell
10,928
-2,831
-21% -$154K 0.15% 161
2021
Q1 		$734K Sell
13,759
-23,955
-64% -$1.21M 0.2% 134
2020
Q4 		$1.93M Buy
37,714
+308
+0.8% +$15.9K 0.44% 59
2020
Q3 		$1.85M Sell
37,406
-2,099
-5% -$101K 0.5% 56
2020
Q2 		$1.76M Sell
39,505
-169
-0.4% -$7.78K 0.53% 53
2020
Q1 		$1.76M Sell
39,674
-148
-0.4% -$7.99K 0.69% 40
2019
Q4 		$2.2M Sell
39,822
-1,189
-3% -$63.9K 0.76% 40
2019
Q3 		$2.23M Sell
41,011
-734
-2% -$39.3K 0.83% 31
2019
Q2 		$2.13M Sell
41,745
-1,187
-3% -$58.2K 0.77% 30
2019
Q1 		$2.01M Sell
42,932
-853
-2% -$39.9K 0.74% 36
2018
Q4 		$2.07M Sell
43,785
-49
-0.1% -$2.35K 0.83% 30
2018
Q3 		$2.02M Sell
43,834
-3,319
-7% -$152K 0.74% 33
2018
Q2 		$2.07M Sell
47,153
-3,010
-6% -$130K 0.73% 33
2018
Q1 		$2.3M Buy
50,163
+47
+0.1% +$2.11K 0.96% 35
2017
Q4 		$2.3M Sell
50,116
-602
-1% -$27.7K 0.86% 37
2017
Q3 		$2.28M Sell
50,718
-652
-1% -$29.7K 0.86% 34
2017
Q2 		$2.3M Buy
51,370
+6,615
+15% +$292K 0.91% 29
2017
Q1 		$1.91M Buy
44,755
+922
+2% +$38.5K 0.72% 34
2016
Q4 		$1.82M Buy
43,833
+1,386
+3% +$57.7K 0.77% 34
2016
Q3 		$1.79M Buy
42,447
+25,317
+148% +$1.11M 0.74% 36
2016
Q2 		$776K Sell
17,130
-21,339
-55% -$964K 0.41% 80
2016
Q1 		$1.78M Buy
38,469
+891
+2% +$38.8K 0.85% 32
2015
Q4 		$1.61M Buy
37,578
+26,365
+235% +$1.12M 0.73% 34
2015
Q3 		$450K Buy
11,213
+387
+4% +$15.5K 0.34% 79
2015
Q2 		$425K Buy
10,826
+1,824
+20% +$74.2K 0.3% 84
2015
Q1 		$365K Buy
9,002
+6,910
+330% +$289K 0.25% 97
2014
Q4 		$88K Buy
2,092
+1,482
+243% +$63.3K 0.06% 163
2014
Q3 		$26K Hold
610
– – 0.02% 264
2014
Q2 		$25.8K Sell
610
-507
-45% -$20.6K 0.02% 286
2014
Q1 		$43.2K Buy
+1,117
New +$43.2K 0.04% 237

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Archford Capital Strategies's KO Position: Q2 2026 in Review

Archford Capital Strategies increased its Coca-Cola (KO) stake by 6.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 6,017 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #247.

Archford Capital Strategies first reported a position in KO in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.3M in Q2 2017. 1,473 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Archford Capital Strategies held 6,017 shares of Coca-Cola worth $489K as of Q2 2026.
  • Archford Capital Strategies bought 368 Coca-Cola shares in Q2 2026, an estimated $29.1K.
  • Coca-Cola made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #247 holding.
  • Archford Capital Strategies first reported a position in Coca-Cola in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Coca-Cola position peaked at $2.3M in Q2 2017.
  • 1,473 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.