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Atomi Financial Group’s Coca-Cola KO Stock Holding History

Atomi Financial Group’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 		$5.64M Buy
69,440
+5,818
+9% +$459K 0.15% 125
2026
Q1 		$4.84M Buy
63,622
+1,839
+3% +$139K 0.15% 122
2025
Q4 		$4.32M Buy
61,783
+16,086
+35% +$1.12M 0.13% 129
2025
Q3 		$3.03M Buy
45,697
+2,126
+5% +$146K 0.1% 151
2025
Q2 		$3.08M Sell
43,571
-2,107
-5% -$150K 0.12% 133
2025
Q1 		$3.27M Buy
45,678
+15,489
+51% +$1.03M 0.15% 112
2024
Q4 		$1.88M Buy
30,189
+3,667
+14% +$239K 0.09% 154
2024
Q3 		$1.91M Buy
26,522
+2,678
+11% +$183K 0.12% 140
2024
Q2 		$1.52M Buy
23,844
+4,625
+24% +$286K 0.11% 147
2024
Q1 		$1.18M Buy
19,219
+8,362
+77% +$502K 0.11% 167
2023
Q4 		$640K Buy
+10,857
New +$617K 0.09% 211

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's KO Position: Q2 2026 in Review

Atomi Financial Group increased its Coca-Cola (KO) stake by 9.1% in Q2 2026, buying an estimated $459K and bringing the position to 69,440 shares worth $5.64M. The position accounts for 0.15% of the portfolio, ranked #125.

Atomi Financial Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Atomi Financial Group held 69,440 shares of Coca-Cola worth $5.64M as of Q2 2026.
  • Atomi Financial Group bought 5,818 Coca-Cola shares in Q2 2026, an estimated $459K.
  • Coca-Cola made up 0.15% of Atomi Financial Group's portfolio in Q2 2026, its #125 holding.
  • Atomi Financial Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.