Central Valley Advisors’s Coca-Cola KO Stock Holding History

Central Valley 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	$467K	Buy	5,747 +246	+4%	+$19.4K	0.12%	122
2026 Q1	$418K	Buy	5,501 +1,284	+30%	+$97.1K	0.11%	127
2025 Q4	$295K	Buy	4,217 +82	+2%	+$5.72K	0.09%	123
2025 Q3	$274K	Buy	4,135 +41	+1%	+$2.82K	0.08%	130
2025 Q2	$290K	Sell	4,094 -31	-0.8%	-$2.21K	0.1%	116
2025 Q1	$295K	Sell	4,125 -505	-11%	-$33.7K	0.11%	103
2024 Q4	$288K	Buy	4,630 +10	+0.2%	+$653	0.13%	113
2024 Q3	$332K	Buy	4,620 +369	+9%	+$25.3K	0.19%	95
2024 Q2	$263K	Sell	4,251 -1,633	-28%	-$101K	0.11%	104
2024 Q1	$360K	Sell	5,884 -57	-1%	-$3.42K	0.19%	100
2023 Q4	$350K	Buy	+5,941	New	+$337K	0.21%	102

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Central Valley Advisors's KO Position: Q2 2026 in Review

Central Valley Advisors increased its Coca-Cola (KO) stake by 4.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 5,747 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #122.

Central Valley Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Central Valley Advisors held 5,747 shares of Coca-Cola worth $467K as of Q2 2026.
Central Valley Advisors bought 246 Coca-Cola shares in Q2 2026, an estimated $19.4K.
Coca-Cola made up 0.12% of Central Valley Advisors's portfolio in Q2 2026, its #122 holding.
Central Valley Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.