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Bare Financial Services’s Coca-Cola KO Stock Holding History

Bare Financial Services’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 		$89.1K Buy
1,096
+293
+36% +$23.1K 0.02% 76
2026
Q1 		$61.1K Buy
803
+54
+7% +$4.08K 0.02% 75
2025
Q4 		$52.4K Buy
749
+70
+10% +$4.88K 0.01% 81
2025
Q3 		$45K Buy
679
+25
+4% +$1.72K 0.01% 81
2025
Q2 		$46.3K Buy
654
+214
+49% +$15.2K 0.02% 77
2025
Q1 		$31.5K Buy
440
+54
+14% +$3.61K 0.01% 73
2024
Q4 		$24K Hold
386
– – 0.01% 80
2024
Q3 		$27.7K Hold
386
– – 0.01% 76
2024
Q2 		$25.8K Hold
386
– – 0.01% 76
2024
Q1 		$23.8K Hold
386
– – 0.02% 68
2023
Q4 		$22.7K Buy
+386
New +$21.9K 0.05% 61

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Bare Financial Services's KO Position: Q2 2026 in Review

Bare Financial Services increased its Coca-Cola (KO) stake by 36% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,096 shares worth $89.1K. The position accounts for 0.02% of the portfolio, ranked #76.

Bare Financial Services first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,812 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bare Financial Services held 1,096 shares of Coca-Cola worth $89.1K as of Q2 2026.
  • Bare Financial Services bought 293 Coca-Cola shares in Q2 2026, an estimated $23.1K.
  • Coca-Cola made up 0.02% of Bare Financial Services's portfolio in Q2 2026, its #76 holding.
  • Bare Financial Services first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.