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Ares Financial Consulting’s Coca-Cola KO Stock Holding History

Ares Financial Consulting’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 		$145K Hold
1,789
– – 0.1% 108
2026
Q1 		$136K Buy
1,789
+929
+108% +$70.2K 0.11% 103
2025
Q4 		$60.1K Buy
+860
New +$60K 0.06% 144

Other funds holding KO

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Sumitomo Mitsui Trust Group
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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 22.96% 1-Year Est. Return

Ares Financial Consulting's KO Position: Q2 2026 in Review

Ares Financial Consulting held its Coca-Cola (KO) position steady in Q2 2026 at 1,789 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #108.

Ares Financial Consulting first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 2,105 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ares Financial Consulting held 1,789 shares of Coca-Cola worth $145K as of Q2 2026.
  • Ares Financial Consulting left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.1% of Ares Financial Consulting's portfolio in Q2 2026, its #108 holding.
  • Ares Financial Consulting first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.