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Clayton Financial Group’s Coca-Cola KO Stock Holding History

Clayton Financial Group’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 		– Sell
-275
Closed -$20.9K – 346
2026
Q1 		$20.9K Hold
275
– – 0.01% 187
2025
Q4 		$19.2K Buy
275
+175
+175% +$12.2K 0.01% 188
2025
Q3 		$6.63K Buy
+100
New +$6.88K ﹤0.01% 156
2025
Q2 		– Sell
-5,852
Closed -$419K – 74
2025
Q1 		$419K Hold
5,852
– – 0.15% 74
2024
Q4 		$364K Buy
5,852
+263
+5% +$17.2K 0.13% 82
2024
Q3 		$402K Buy
5,589
+1,179
+27% +$80.7K 0.15% 78
2024
Q2 		$270K Hold
4,410
– – 0.12% 81
2024
Q1 		$270K Buy
+4,410
New +$265K 0.12% 78

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Clayton Financial Group's KO Position: Q2 2026 in Review

Clayton Financial Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 275 shares — an estimated $20.9K sold.

Clayton Financial Group first reported a position in KO in Q1 2024 and held it in 8 quarters. The position peaked at $419K in Q1 2025. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clayton Financial Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 275 Coca-Cola shares in Q2 2026, an estimated $20.9K.
  • Clayton Financial Group first reported a position in Coca-Cola in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's Coca-Cola position peaked at $419K in Q1 2025.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.