CFS Investment Advisory Services’s Coca-Cola KO Stock Holding History

CFS Investment Advisory Services’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	$3.94M	Sell	46,772 -386	-0.8%	-$30.5K	0.26%	76
2026 Q1	$3.57M	Buy	47,158 +580	+1%	+$43.8K	0.25%	78
2025 Q4	$3.26M	Buy	46,578 +1,846	+4%	+$129K	0.24%	82
2025 Q3	$3.12M	Sell	44,732 -230	-0.5%	-$15.8K	0.23%	82
2025 Q2	$3.18M	Sell	44,962 -369	-0.8%	-$26.3K	0.26%	79
2025 Q1	$3.25M	Sell	45,331 -602	-1%	-$40.2K	0.29%	75
2024 Q4	$2.86M	Buy	45,933 +2,913	+7%	+$190K	0.26%	82
2024 Q3	$3.09M	Sell	43,020 -43,336	-50%	-$2.97M	0.26%	73
2024 Q2	$5.5M	Buy	+86,356	New	+$5.35M	0.45%	48
2023 Q3	–	Sell	-46,218	Closed	-$2.78M	–	208
2023 Q2	$2.78M	Buy	+46,218	New	+$2.88M	0.36%	53
2022 Q3	–	Sell	-45,835	Closed	-$2.88M	–	307
2022 Q2	$2.88M	Sell	45,835 -2,825,323	-98%	-$179M	0.44%	41
2022 Q1	$46K	Buy	2,871,158 +2,824,766	+6,089%	+$172M	0.2%	64
2021 Q4	$2.83M	Buy	46,392 +8,243	+22%	+$459K	0.38%	52
2021 Q3	$2M	Buy	+38,149	New	+$2.13M	0.27%	82
2020 Q4	$2.03M	Buy	+36,970	New	+$1.91M	0.32%	72

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

CFS Investment Advisory Services's KO Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Coca-Cola (KO) stake by 0.82% in Q2 2026, selling an estimated $30.5K and leaving 46,772 shares worth $3.94M. The position accounts for 0.26% of the portfolio, ranked #76.

CFS Investment Advisory Services first reported a position in KO in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.5M in Q2 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

CFS Investment Advisory Services held 46,772 shares of Coca-Cola worth $3.94M as of Q2 2026.
CFS Investment Advisory Services sold 386 Coca-Cola shares in Q2 2026, an estimated $30.5K.
Coca-Cola made up 0.26% of CFS Investment Advisory Services's portfolio in Q2 2026, its #76 holding.
CFS Investment Advisory Services first reported a position in Coca-Cola in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's Coca-Cola position peaked at $5.5M in Q2 2024.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.