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Braun-Bostich & Associates’s Coca-Cola KO Stock Holding History

Braun-Bostich & Associates’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 		$336K Sell
4,132
-249
-6% -$19.7K 0.19% 87
2026
Q1 		$333K Sell
4,381
-138
-3% -$10.4K 0.21% 83
2025
Q4 		$316K Sell
4,519
-73
-2% -$5.09K 0.2% 85
2025
Q3 		$305K Buy
4,592
+236
+5% +$16.2K 0.19% 86
2025
Q2 		$308K Buy
4,356
+48
+1% +$3.42K 0.21% 85
2025
Q1 		$309K Buy
4,308
+159
+4% +$10.6K 0.23% 82
2024
Q4 		$258K Buy
4,149
+110
+3% +$7.18K 0.19% 87
2024
Q3 		$290K Buy
4,039
+123
+3% +$8.42K 0.2% 81
2024
Q2 		$249K Buy
+3,916
New +$242K 0.19% 89
2020
Q4 		– Sell
-4,378
Closed -$216K – 139
2020
Q3 		$216K Sell
4,378
-4,704
-52% -$226K 0.21% 85
2020
Q2 		$406K Hold
9,082
– – 0.4% 49
2020
Q1 		$383K Sell
9,082
-541
-6% -$29.2K 0.49% 46
2019
Q4 		$529K Buy
9,623
+2,381
+33% +$128K 0.52% 39
2019
Q3 		$394K Buy
7,242
+237
+3% +$12.7K 0.46% 46
2019
Q2 		$357K Buy
7,005
+2,571
+58% +$126K 0.37% 50
2019
Q1 		$208K Buy
4,434
+3,694
+499% +$173K 0.22% 96
2018
Q4 		$35K Hold
740
– – 0.04% 191
2018
Q3 		$34K Buy
740
+80
+12% +$3.65K 0.03% 192
2018
Q2 		$29K Sell
660
-1,260
-66% -$54.4K 0.03% 199
2018
Q1 		$83K Sell
1,920
-463
-19% -$20.8K 0.07% 141
2017
Q4 		$109K Buy
+2,383
New +$110K 0.09% 132

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

Braun-Bostich & Associates's KO Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Coca-Cola (KO) stake by 5.7% in Q2 2026, selling an estimated $19.7K and leaving 4,132 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #87.

Braun-Bostich & Associates first reported a position in KO in Q4 2017 and has held it in 21 quarters since. The position peaked at $529K in Q4 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Braun-Bostich & Associates held 4,132 shares of Coca-Cola worth $336K as of Q2 2026.
  • Braun-Bostich & Associates sold 249 Coca-Cola shares in Q2 2026, an estimated $19.7K.
  • Coca-Cola made up 0.19% of Braun-Bostich & Associates's portfolio in Q2 2026, its #87 holding.
  • Braun-Bostich & Associates first reported a position in Coca-Cola in Q4 2017 and has held it in 21 quarters since.
  • Braun-Bostich & Associates's Coca-Cola position peaked at $529K in Q4 2019.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.