Ashton Thomas Securities’s Coca-Cola KO Stock Holding History

Ashton Thomas Securities’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	$2.44M	Buy	30,148 +3,170	+12%	+$250K	0.36%	60
2026 Q1	$2.05M	Buy	26,978 +14,277	+112%	+$1.08M	0.26%	100
2025 Q4	$888K	Buy	12,701 +45	+0.4%	+$3.14K	0.17%	114
2025 Q3	$835K	Buy	12,656 +149	+1%	+$10.3K	0.12%	161
2025 Q2	$885K	Sell	12,507 -441	-3%	-$31.4K	0.21%	119
2025 Q1	$927K	Buy	12,948 +8,957	+224%	+$598K	0.26%	105
2024 Q4	$253K	Sell	3,991 -9,142	-70%	-$597K	0.07%	200
2024 Q3	$944K	Buy	13,133 +2,298	+21%	+$157K	0.18%	117
2024 Q2	$505K	Buy	+10,835	New	+$671K	0.12%	161

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ashton Thomas Securities's KO Position: Q2 2026 in Review

Ashton Thomas Securities increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $250K and bringing the position to 30,148 shares worth $2.44M. The position accounts for 0.36% of the portfolio, ranked #60.

Ashton Thomas Securities first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ashton Thomas Securities held 30,148 shares of Coca-Cola worth $2.44M as of Q2 2026.
Ashton Thomas Securities bought 3,170 Coca-Cola shares in Q2 2026, an estimated $250K.
Coca-Cola made up 0.36% of Ashton Thomas Securities's portfolio in Q2 2026, its #60 holding.
Ashton Thomas Securities first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.