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Benedict Financial Advisors’s Coca-Cola KO Stock Holding History

Benedict 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 		$6.07M Sell
74,694
-748
-1% -$59.1K 1.18% 21
2026
Q1 		$5.74M Buy
75,442
+403
+0.5% +$30.5K 1.19% 25
2025
Q4 		$5.25M Buy
75,039
+390
+0.5% +$27.2K 1.11% 28
2025
Q3 		$4.95M Sell
74,649
-1,995
-3% -$137K 1.07% 28
2025
Q2 		$5.42M Sell
76,644
-2,259
-3% -$161K 1.23% 26
2025
Q1 		$5.65M Sell
78,903
-200
-0.3% -$13.4K 1.31% 23
2024
Q4 		$4.92M Buy
79,103
+772
+1% +$50.4K 1.2% 27
2024
Q3 		$5.63M Sell
78,331
-2,834
-3% -$194K 1.33% 23
2024
Q2 		$5.17M Sell
81,165
-813
-1% -$50.3K 1.31% 25
2024
Q1 		$5.02M Sell
81,978
-1,672
-2% -$100K 1.27% 25
2023
Q4 		$4.93M Sell
83,650
-1,725
-2% -$98K 1.34% 24
2023
Q3 		$4.78M Sell
85,375
-2,018
-2% -$121K 1.38% 23
2023
Q2 		$5.26M Sell
87,393
-163
-0.2% -$10.1K 1.45% 20
2023
Q1 		$5.43M Buy
87,556
+2,885
+3% +$175K 1.53% 16
2022
Q4 		$5.39M Buy
84,671
+731
+0.9% +$44.1K 1.6% 16
2022
Q3 		$4.7M Buy
83,940
+3,380
+4% +$210K 1.5% 20
2022
Q2 		$5.07M Sell
80,560
-2,833
-3% -$180K 1.5% 21
2022
Q1 		$5.17M Sell
83,393
-11,583
-12% -$704K 1.38% 21
2021
Q4 		$5.62M Sell
94,976
-9,413
-9% -$524K 1.47% 15
2021
Q3 		$5.48M Sell
104,389
-83
-0.1% -$4.63K 1.53% 15
2021
Q2 		$5.65M Buy
104,472
+2,446
+2% +$133K 1.57% 16
2021
Q1 		$5.38M Buy
102,026
+8,684
+9% +$437K 1.55% 17
2020
Q4 		$5.12M Buy
93,342
+259
+0.3% +$13.4K 1.84% 17
2020
Q3 		$4.59M Buy
93,083
+238
+0.3% +$11.4K 1.77% 17
2020
Q2 		$4.15M Buy
92,845
+284
+0.3% +$13.1K 1.71% 18
2020
Q1 		$4.1M Sell
92,561
-490
-0.5% -$26.5K 1.93% 16
2019
Q4 		$5.15M Sell
93,051
-5
-0% -$269 2.01% 11
2019
Q3 		$5.07M Sell
93,056
-6,620
-7% -$354K 2.08% 10
2019
Q2 		$5.08M Sell
99,676
-25
-0% -$1.23K 2.11% 9
2019
Q1 		$4.67M Buy
99,701
+12,906
+15% +$604K 2.03% 12
2018
Q4 		$4.11M Buy
86,795
+22,587
+35% +$1.08M 2.03% 11
2018
Q3 		$2.97M Sell
64,208
-1,185
-2% -$54.1K 1.33% 28
2018
Q2 		$2.87M Sell
65,393
-8,005
-11% -$346K 1.42% 26
2018
Q1 		$3.19M Sell
73,398
-11,869
-14% -$533K 1.6% 19
2017
Q4 		$3.91M Sell
85,267
-6,359
-7% -$292K 1.88% 17
2017
Q3 		$4.12M Sell
91,626
-1,261
-1% -$57.4K 2.12% 14
2017
Q2 		$4.18M Buy
92,887
+511
+0.6% +$22.6K 2.18% 12
2017
Q1 		$3.92M Sell
92,376
-511
-0.6% -$21.3K 2.13% 12
2016
Q4 		$3.85M Sell
92,887
-54
-0.1% -$2.25K 2.23% 12
2016
Q3 		$3.91M Buy
92,941
+230
+0.2% +$10.1K 2.28% 12
2016
Q2 		$4.18M Buy
92,711
+788
+0.9% +$35.6K 2.45% 9
2016
Q1 		$4.26M Buy
91,923
+574
+0.6% +$25K 2.59% 10
2015
Q4 		$3.92M Buy
91,349
+1,982
+2% +$84.1K 2.49% 9
2015
Q3 		$3.58M Buy
89,367
+2,136
+2% +$85.5K 2.49% 10
2015
Q2 		$3.56M Buy
87,231
+2,766
+3% +$112K 2.32% 12
2015
Q1 		$3.44M Buy
84,465
+1,557
+2% +$65.1K 2.21% 13
2014
Q4 		$3.44M Buy
+82,908
New +$3.54M 2.25% 12

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Benedict Financial Advisors's KO Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Coca-Cola (KO) stake by 0.99% in Q2 2026, selling an estimated $59.1K and leaving 74,694 shares worth $6.07M. The position accounts for 1.18% of the portfolio, ranked #21.

Benedict Financial Advisors first reported a position in KO in Q4 2014 and has held it in 47 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Benedict Financial Advisors held 74,694 shares of Coca-Cola worth $6.07M as of Q2 2026.
  • Benedict Financial Advisors sold 748 Coca-Cola shares in Q2 2026, an estimated $59.1K.
  • Coca-Cola made up 1.18% of Benedict Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Benedict Financial Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.