Barnes Pettey Financial Advisors’s Coca-Cola KO Stock Holding History

Barnes Pettey Financial 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	$206K	Buy	+2,531	New	+$200K	0.06%	171
2025 Q2	–	Sell	-2,836	Closed	-$203K	–	112
2025 Q1	$203K	Buy	+2,836	New	+$189K	0.16%	97
2024 Q4	–	Sell	-2,859	Closed	-$205K	–	103
2024 Q3	$205K	Buy	+2,859	New	+$196K	0.16%	97
2024 Q1	–	Sell	-4,424	Closed	-$261K	–	99
2023 Q4	$261K	Hold	4,424	–	–	0.21%	80
2023 Q3	$248K	Buy	4,424 +81	+2%	+$4.86K	0.23%	80
2023 Q2	$262K	Sell	4,343 -117	-3%	-$7.28K	0.23%	83
2023 Q1	$277K	Sell	4,460 -339	-7%	-$20.5K	0.26%	79
2022 Q4	$305K	Buy	4,799 +50	+1%	+$3.02K	0.31%	69
2022 Q3	$266K	Buy	4,749 +66	+1%	+$4.1K	0.36%	71
2022 Q2	$295K	Buy	4,683 +1,001	+27%	+$63.5K	0.38%	64
2022 Q1	$228K	Hold	3,682	–	–	0.28%	82
2021 Q4	$218K	Buy	+3,682	New	+$205K	0.25%	86

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barnes Pettey Financial Advisors's KO Position: Q2 2026 in Review

Barnes Pettey Financial Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,531 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings. This is a return to the name: Barnes Pettey Financial Advisors previously reported a position in KO as recently as Q1 2025.

Barnes Pettey Financial Advisors first reported a position in KO in Q4 2021 and has held it in 12 quarters since. The position peaked at $305K in Q4 2022. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Barnes Pettey Financial Advisors held 2,531 shares of Coca-Cola worth $206K as of Q2 2026.
Coca-Cola was a new Barnes Pettey Financial Advisors position in Q2 2026.
Coca-Cola made up 0.06% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #171 holding.
Barnes Pettey Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 12 quarters since.
Barnes Pettey Financial Advisors's Coca-Cola position peaked at $305K in Q4 2022.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.