Certified Advisory Corp’s Coca-Cola KO Stock Holding History

Certified Advisory Corp’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	$2.73M	Buy	33,603 +29	+0.1%	+$2.29K	0.22%	103
2026 Q1	$2.55M	Buy	33,574 +71	+0.2%	+$5.37K	0.23%	103
2025 Q4	$2.34M	Sell	33,503 -12	-0%	-$837	0.21%	110
2025 Q3	$2.22M	Buy	33,515 +105	+0.3%	+$7.23K	0.21%	109
2025 Q2	$2.36M	Sell	33,410 -1,118	-3%	-$79.6K	0.25%	99
2025 Q1	$2.47M	Buy	34,528 +1,338	+4%	+$89.4K	0.28%	93
2024 Q4	$2.07M	Buy	33,190 +326	+1%	+$21.3K	0.22%	106
2024 Q3	$2.36M	Sell	32,864 -101	-0.3%	-$6.92K	0.26%	97
2024 Q2	$2.1M	Buy	32,965 +173	+0.5%	+$10.7K	0.26%	98
2024 Q1	$2.01M	Sell	32,792 -729	-2%	-$43.8K	0.28%	97
2023 Q4	$1.98M	Buy	33,521 +427	+1%	+$24.3K	0.3%	92
2023 Q3	$1.85M	Buy	33,094 +247	+0.8%	+$14.8K	0.34%	86
2023 Q2	$1.98M	Buy	32,847 +1,157	+4%	+$72K	0.36%	80
2023 Q1	$1.97M	Buy	31,690 +459	+1%	+$27.8K	0.35%	82
2022 Q4	$1.99M	Buy	31,231 +358	+1%	+$21.6K	0.39%	74
2022 Q3	$1.73M	Buy	30,873 +166	+0.5%	+$10.3K	0.39%	72
2022 Q2	$1.93M	Buy	30,707 +168	+0.6%	+$10.6K	0.43%	66
2022 Q1	$1.89M	Hold	30,539	–	–	0.4%	68
2021 Q4	$1.81M	Buy	30,539 +357	+1%	+$19.9K	0.4%	64
2021 Q3	$1.58M	Buy	30,182 +178	+0.6%	+$9.92K	0.38%	65
2021 Q2	$1.62M	Buy	30,004 +3,906	+15%	+$213K	0.41%	63
2021 Q1	$1.38M	Buy	+26,098	New	+$1.31M	0.36%	68
2020 Q2	$1.21M	Buy	27,054 +1,020	+4%	+$47K	0.4%	60
2020 Q1	$1.15M	Sell	26,034 -702	-3%	-$37.9K	0.46%	51
2019 Q4	$1.48M	Buy	26,736 +73	+0.3%	+$3.92K	0.47%	52
2019 Q3	$1.45M	Buy	26,663 +815	+3%	+$43.6K	0.5%	47
2019 Q2	$1.32M	Buy	25,848 +72	+0.3%	+$3.53K	0.49%	47
2019 Q1	$1.21M	Buy	25,776 +1,840	+8%	+$86.1K	0.51%	47
2018 Q4	$1.13M	Buy	23,936 +12,971	+118%	+$621K	0.59%	41
2018 Q3	$506K	Buy	10,965 +15	+0.1%	+$685	0.23%	89
2018 Q2	$480K	Buy	10,950 +470	+4%	+$20.3K	0.27%	85
2018 Q1	$454K	Buy	10,480 +2,786	+36%	+$125K	0.27%	90
2017 Q4	$352K	Buy	+7,694	New	+$354K	0.25%	81

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

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

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

Certified Advisory Corp's KO Position: Q2 2026 in Review

Certified Advisory Corp increased its Coca-Cola (KO) stake by 0.09% in Q2 2026, buying an estimated $2.29K and bringing the position to 33,603 shares worth $2.73M. The position accounts for 0.22% of the portfolio, ranked #103.

Certified Advisory Corp first reported a position in KO in Q4 2017 and has held it in 33 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Certified Advisory Corp held 33,603 shares of Coca-Cola worth $2.73M as of Q2 2026.
Certified Advisory Corp bought 29 Coca-Cola shares in Q2 2026, an estimated $2.29K.
Coca-Cola made up 0.22% of Certified Advisory Corp's portfolio in Q2 2026, its #103 holding.
Certified Advisory Corp first reported a position in Coca-Cola in Q4 2017 and has held it in 33 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.