Bedel Financial Consulting’s Coca-Cola KO Stock Holding History

Bedel Financial Consulting’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	$1.95M	Sell	24,034 -737	-3%	-$58.2K	0.18%	65
2026 Q1	$1.88M	Hold	24,771	–	–	0.21%	62
2025 Q4	$1.73M	Buy	24,771 +1,425	+6%	+$99.3K	0.19%	67
2025 Q3	$1.55M	Buy	23,346 +674	+3%	+$46.4K	0.2%	70
2025 Q2	$1.6M	Sell	22,672 -110	-0.5%	-$7.84K	0.22%	63
2025 Q1	$1.63M	Buy	22,782 +104	+0.5%	+$6.95K	0.23%	57
2024 Q4	$1.43M	Sell	22,678 -367	-2%	-$24K	0.2%	68
2024 Q3	$1.66M	Sell	23,045 -92	-0.4%	-$6.3K	0.23%	54
2024 Q2	$1.47M	Buy	23,137 +6	+0%	+$371	0.22%	56
2024 Q1	$1.42M	Sell	23,131 -280	-1%	-$16.8K	0.22%	59
2023 Q4	$1.38M	Sell	23,411 -1,261	-5%	-$71.6K	0.25%	57
2023 Q3	$1.38M	Buy	24,672 +994	+4%	+$59.6K	0.28%	48
2023 Q2	$1.43M	Buy	23,678 +5,392	+29%	+$335K	0.3%	48
2023 Q1	$1.13M	Sell	18,286 -4,202	-19%	-$254K	0.28%	56
2022 Q4	$1.43M	Buy	22,488 +642	+3%	+$38.8K	0.36%	41
2022 Q3	$1.3M	Buy	21,846 +1,602	+8%	+$99.6K	0.34%	43
2022 Q2	$1.27M	Buy	20,244 +2,037	+11%	+$129K	0.37%	37
2022 Q1	$1.13M	Buy	18,207 +251	+1%	+$15.3K	0.35%	39
2021 Q4	$1.06M	Buy	17,956 +79	+0.4%	+$4.4K	0.33%	48
2021 Q3	$938K	Buy	17,877 +25	+0.1%	+$1.39K	0.32%	45
2021 Q2	$966K	Buy	17,852 +457	+3%	+$24.9K	0.34%	45
2021 Q1	$917K	Buy	17,395 +4,851	+39%	+$244K	0.35%	41
2020 Q4	$688K	Buy	12,544 +247	+2%	+$12.8K	0.31%	50
2020 Q3	$607K	Buy	12,297 +22	+0.2%	+$1.06K	0.3%	54
2020 Q2	$548K	Sell	12,275 -167	-1%	-$7.69K	0.3%	52
2020 Q1	$551K	Buy	12,442 +146	+1%	+$7.88K	0.36%	42
2019 Q4	$681K	Buy	12,296 +23	+0.2%	+$1.24K	0.39%	43
2019 Q3	$668K	Buy	12,273 +35	+0.3%	+$1.87K	0.4%	46
2019 Q2	$623K	Sell	12,238 -148	-1%	-$7.25K	0.38%	49
2019 Q1	$580K	Buy	12,386 +229	+2%	+$10.7K	0.37%	49
2018 Q4	$576K	Sell	12,157 -1,620	-12%	-$77.5K	0.41%	43
2018 Q3	$626K	Buy	13,777 +190	+1%	+$8.68K	0.42%	44
2018 Q2	$596K	Buy	13,587 +21	+0.2%	+$907	0.44%	43
2018 Q1	$589K	Hold	13,566	–	–	0.45%	48
2017 Q4	$622K	Buy	+13,566	New	+$624K	0.56%	41

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Bedel Financial Consulting's KO Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $58.2K and leaving 24,034 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #65.

Bedel Financial Consulting first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bedel Financial Consulting held 24,034 shares of Coca-Cola worth $1.95M as of Q2 2026.
Bedel Financial Consulting sold 737 Coca-Cola shares in Q2 2026, an estimated $58.2K.
Coca-Cola made up 0.18% of Bedel Financial Consulting's portfolio in Q2 2026, its #65 holding.
Bedel Financial Consulting first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.