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

Brendel 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	$3.67M	Buy	+45,157	New	+$3.57M	1.7%	29
2024 Q1	–	Sell	-30,227	Closed	-$1.78M	–	80
2023 Q4	$1.78M	Buy	+30,227	New	+$1.72M	1.17%	38
2022 Q3	–	Sell	-61,026	Closed	-$3.84M	–	79
2022 Q2	$3.84M	Sell	61,026 -5,214	-8%	-$331K	3.34%	6
2022 Q1	$4.11M	Buy	+66,240	New	+$4.03M	2.23%	12
2021 Q3	–	Sell	-13	Closed	-$1K	–	176
2021 Q2	$1K	Buy	+13	New	+$707	﹤0.01%	262
2020 Q2	–	Sell	-10,011	Closed	-$443K	–	86
2020 Q1	$443K	Buy	10,011 +705	+8%	+$38.1K	0.52%	48
2019 Q4	$515K	Buy	+9,306	New	+$500K	0.44%	55

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Brendel Financial Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 45,157 shares worth $3.67M. The stake represents 1.7% of the portfolio and ranks #29 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in KO as recently as Q4 2023.

Brendel Financial Advisors first reported a position in KO in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.11M in Q1 2022. 1,797 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brendel Financial Advisors held 45,157 shares of Coca-Cola worth $3.67M as of Q2 2026.
Coca-Cola was a new Brendel Financial Advisors position in Q2 2026.
Coca-Cola made up 1.7% of Brendel Financial Advisors's portfolio in Q2 2026, its #29 holding.
Brendel Financial Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 7 quarters since.
Brendel Financial Advisors's Coca-Cola position peaked at $4.11M in Q1 2022.
1,797 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.