Avestar Capital’s Coca-Cola KO Stock Holding History

Avestar Capital’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	$3.09M	Sell	37,837 -12	-0%	-$948	0.17%	105
2026 Q1	$2.89M	Buy	37,849 +140	+0.4%	+$10.6K	0.19%	94
2025 Q4	$2.64M	Buy	37,709 +2,899	+8%	+$202K	0.17%	96
2025 Q3	$2.32M	Sell	34,810 -5,834	-14%	-$402K	0.15%	114
2025 Q2	$2.89M	Buy	40,644 +6,669	+20%	+$475K	0.2%	89
2025 Q1	$2.45M	Buy	33,975 +2,930	+9%	+$196K	0.21%	92
2024 Q4	$1.93M	Buy	31,045 +1,509	+5%	+$98.5K	0.16%	103
2024 Q3	$2.12M	Buy	29,536 +1,006	+4%	+$68.9K	0.22%	85
2024 Q2	$1.82M	Buy	28,530 +1,685	+6%	+$104K	0.19%	101
2024 Q1	$1.66M	Buy	26,845 +5,461	+26%	+$328K	0.17%	113
2023 Q4	$1.26M	Buy	21,384 +5,875	+38%	+$334K	0.14%	97
2023 Q3	$877K	Sell	15,509 -2,638	-15%	-$158K	0.12%	110
2023 Q2	$1.1M	Buy	18,147 +2,021	+13%	+$126K	0.18%	73
2023 Q1	$1.01M	Sell	16,126 -2,963	-16%	-$179K	0.18%	70
2022 Q4	$1.21M	Buy	19,089 +38	+0.2%	+$2.29K	0.22%	67
2022 Q3	$1.08M	Buy	19,051 +78	+0.4%	+$4.85K	0.27%	61
2022 Q2	$1.2M	Buy	18,973 +2,787	+17%	+$177K	0.3%	57
2022 Q1	$1.01M	Buy	16,186 +1,431	+10%	+$87K	0.16%	130
2021 Q4	$874K	Sell	14,755 -1,665	-10%	-$92.7K	0.11%	179
2021 Q3	$869K	Buy	16,420 +153	+0.9%	+$8.53K	0.11%	207
2021 Q2	$887K	Buy	16,267 +300	+2%	+$16.3K	0.12%	203
2021 Q1	$856K	Buy	15,967 +5,496	+52%	+$277K	0.19%	114
2020 Q4	$574K	Sell	10,471 -1,398	-12%	-$72.3K	0.16%	117
2020 Q3	$591K	Buy	11,869 +4,776	+67%	+$230K	0.19%	112
2020 Q2	$320K	Buy	7,093 +499	+8%	+$23K	0.14%	130
2020 Q1	$295K	Sell	6,594 -1,916	-23%	-$103K	0.16%	121
2019 Q4	$471K	Buy	8,510 +389	+5%	+$20.9K	0.27%	84
2019 Q3	$442K	Buy	8,121 +4,294	+112%	+$230K	0.27%	79
2019 Q2	$169K	Sell	3,827 -131	-3%	-$6.42K	0.11%	130
2019 Q1	$159K	Buy	3,958 +240	+6%	+$11.2K	0.1%	136
2018 Q4	$149K	Sell	3,718 -36	-1%	-$1.72K	0.1%	124
2018 Q3	$145K	Sell	3,754 -297	-7%	-$13.6K	0.08%	156
2018 Q2	$150K	Buy	4,051 +330	+9%	+$14.3K	0.09%	145
2018 Q1	$134K	Sell	3,721 -306	-8%	-$13.7K	0.09%	133
2017 Q4	$160K	Buy	+4,027	New	+$185K	0.12%	101

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avestar Capital's KO Position: Q2 2026 in Review

Avestar Capital reduced its Coca-Cola (KO) stake by 0.03% in Q2 2026, selling an estimated $948 and leaving 37,837 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #105.

Avestar Capital first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Avestar Capital held 37,837 shares of Coca-Cola worth $3.09M as of Q2 2026.
Avestar Capital sold 12 Coca-Cola shares in Q2 2026, an estimated $948.
Coca-Cola made up 0.17% of Avestar Capital's portfolio in Q2 2026, its #105 holding.
Avestar Capital first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.