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Catalyst Financial Partners’s Coca-Cola KO Stock Holding History

Catalyst Financial Partners’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 		$2.15M Sell
26,432
-1,438
-5% -$114K 0.21% 61
2026
Q1 		$2.12M Buy
27,870
+3,650
+15% +$276K 0.25% 51
2025
Q4 		$1.69M Buy
24,220
+602
+3% +$42K 0.19% 57
2025
Q3 		$1.57M Sell
23,618
-78
-0.3% -$5.37K 0.19% 55
2025
Q2 		$1.68M Buy
23,696
+1,136
+5% +$80.9K 0.18% 44
2025
Q1 		$1.62M Buy
22,560
+934
+4% +$62.4K 0.3% 43
2024
Q4 		$1.35M Buy
21,626
+844
+4% +$55.1K 0.25% 49
2024
Q3 		$1.49M Buy
20,782
+577
+3% +$39.5K 0.29% 45
2024
Q2 		$1.29M Buy
20,205
+1,312
+7% +$81.2K 0.28% 48
2024
Q1 		$1.11M Buy
18,893
+2,247
+13% +$135K 0.28% 44
2023
Q4 		$981K Sell
16,646
-45
-0.3% -$2.56K 0.28% 47
2023
Q3 		$934K Buy
16,691
+51
+0.3% +$3.06K 0.3% 46
2023
Q2 		$1M Buy
16,640
+1,169
+8% +$72.7K 0.36% 39
2023
Q1 		$960K Buy
15,471
+1,425
+10% +$86.3K 0.41% 36
2022
Q4 		$893K Buy
+14,046
New +$848K 0.46% 34

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

Catalyst Financial Partners's KO Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Coca-Cola (KO) stake by 5.2% in Q2 2026, selling an estimated $114K and leaving 26,432 shares worth $2.15M. The position accounts for 0.21% of the portfolio, ranked #61.

Catalyst Financial Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Catalyst Financial Partners held 26,432 shares of Coca-Cola worth $2.15M as of Q2 2026.
  • Catalyst Financial Partners sold 1,438 Coca-Cola shares in Q2 2026, an estimated $114K.
  • Coca-Cola made up 0.21% of Catalyst Financial Partners's portfolio in Q2 2026, its #61 holding.
  • Catalyst Financial Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.