APA
KO icon

Astoria Portfolio Advisors’s Coca-Cola KO Stock Holding History

Astoria Portfolio Advisors’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 		$913K Buy
11,231
+5,331
+90% +$421K 0.15% 98
2026
Q1 		$445K Sell
5,900
-17
-0.3% -$1.28K 0.09% 162
2025
Q4 		$477K Sell
5,917
-7,377
-55% -$514K 0.11% 144
2025
Q3 		$879K Sell
13,294
-4,362
-25% -$300K 0.23% 77
2025
Q2 		$1.22M Buy
17,656
+312
+2% +$22.2K 0.34% 54
2025
Q1 		$1.27M Buy
17,344
+1,146
+7% +$76.5K 0.43% 48
2024
Q4 		$1M Buy
16,198
+7,928
+96% +$518K 0.36% 54
2024
Q3 		$575K Buy
8,270
+502
+6% +$34.4K 0.2% 90
2024
Q2 		$494K Buy
7,768
+535
+7% +$33.1K 0.18% 87
2024
Q1 		$421K Sell
7,233
-2,347
-24% -$141K 0.16% 95
2023
Q4 		$574K Buy
9,580
+1,044
+12% +$59.3K 0.23% 73
2023
Q3 		$476K Sell
8,536
-1,548
-15% -$92.8K 0.23% 88
2023
Q2 		$609K Sell
10,084
-130
-1% -$8.09K 0.24% 82
2023
Q1 		$635K Sell
10,214
-6,116
-37% -$370K 0.27% 72
2022
Q4 		$981K Buy
16,330
+964
+6% +$58.2K 0.46% 37
2022
Q3 		$861K Buy
15,366
+2,917
+23% +$181K 0.59% 35
2022
Q2 		$783K Buy
12,449
+1,691
+16% +$107K 0.57% 37
2022
Q1 		$667K Sell
10,758
-1,996
-16% -$121K 0.52% 41
2021
Q4 		$755K Buy
+12,754
New +$710K 0.6% 40

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Astoria Portfolio Advisors's KO Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Coca-Cola (KO) stake by 90% in Q2 2026, buying an estimated $421K and bringing the position to 11,231 shares worth $913K. The position accounts for 0.15% of the portfolio, ranked #98.

Astoria Portfolio Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Astoria Portfolio Advisors held 11,231 shares of Coca-Cola worth $913K as of Q2 2026.
  • Astoria Portfolio Advisors bought 5,331 Coca-Cola shares in Q2 2026, an estimated $421K.
  • Coca-Cola made up 0.15% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #98 holding.
  • Astoria Portfolio Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Astoria Portfolio Advisors's Coca-Cola position peaked at $1.27M in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.