BFWA
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Benchmark Financial Wealth Advisors’s Coca-Cola KO Stock Holding History

Benchmark Financial Wealth 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 		$773K Buy
9,506
+544
+6% +$43K 0.19% 63
2026
Q1 		$682K Buy
8,962
+1,548
+21% +$117K 0.19% 63
2025
Q4 		$518K Buy
7,414
+249
+3% +$17.4K 0.15% 73
2025
Q3 		$475K Sell
7,165
-16
-0.2% -$1.1K 0.14% 74
2025
Q2 		$508K Buy
7,181
+323
+5% +$23K 0.17% 61
2025
Q1 		$491K Buy
6,858
+381
+6% +$25.4K 0.19% 59
2024
Q4 		$403K Sell
6,477
-111
-2% -$7.25K 0.13% 67
2024
Q3 		$473K Buy
6,588
+192
+3% +$13.1K 0.16% 58
2024
Q2 		$407K Buy
6,396
+965
+18% +$59.7K 0.15% 59
2024
Q1 		$332K Buy
5,431
+1,166
+27% +$70K 0.13% 63
2023
Q4 		$251K Buy
4,265
+299
+8% +$17K 0.11% 65
2023
Q3 		$222K Sell
3,966
-260
-6% -$15.6K 0.1% 64
2023
Q2 		$254K Sell
4,226
-258
-6% -$16.1K 0.12% 60
2023
Q1 		$278K Sell
4,484
-890
-17% -$53.9K 0.14% 53
2022
Q4 		$342K Sell
5,374
-781
-13% -$47.1K 0.19% 46
2022
Q3 		$345K Buy
6,155
+1,426
+30% +$88.6K 0.2% 46
2022
Q2 		$297K Buy
4,729
+767
+19% +$48.6K 0.15% 48
2022
Q1 		$246K Buy
3,962
+179
+5% +$10.9K 0.1% 66
2021
Q4 		$224K Buy
+3,783
New +$211K 0.09% 68
2021
Q3 		– Sell
-4,606
Closed -$249K – 68
2021
Q2 		$249K Buy
4,606
+803
+21% +$43.7K 0.12% 56
2021
Q1 		$200K Sell
3,803
-92
-2% -$4.63K 0.11% 61
2020
Q4 		$214K Sell
3,895
-174
-4% -$9K 0.12% 63
2020
Q3 		$201K Sell
4,069
-1,497
-27% -$72K 0.13% 59
2020
Q2 		$249K Buy
+5,566
New +$256K 0.18% 43

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Benchmark Financial Wealth Advisors's KO Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Coca-Cola (KO) stake by 6.1% in Q2 2026, buying an estimated $43K and bringing the position to 9,506 shares worth $773K. The position accounts for 0.19% of the portfolio, ranked #63.

Benchmark Financial Wealth Advisors first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 9,506 shares of Coca-Cola worth $773K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 544 Coca-Cola shares in Q2 2026, an estimated $43K.
  • Coca-Cola made up 0.19% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.