Colton Groome Financial Advisors’s Coca-Cola KO Stock Holding History

Colton Groome Financial 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	$504K	Buy	6,198 +87	+1%	+$6.87K	0.12%	99
2026 Q1	$465K	Hold	6,111	–	–	0.13%	85
2025 Q4	$427K	Buy	6,111 +182	+3%	+$12.7K	0.12%	90
2025 Q3	$393K	Buy	5,929 +140	+2%	+$9.64K	0.12%	96
2025 Q2	$410K	Hold	5,789	–	–	0.14%	90
2025 Q1	$420K	Buy	5,789 +1,509	+35%	+$101K	0.16%	82
2024 Q4	$266K	Sell	4,280 -333	-7%	-$21.7K	0.1%	104
2024 Q3	$331K	Hold	4,613	–	–	0.12%	102
2024 Q2	$294K	Hold	4,613	–	–	0.12%	100
2024 Q1	$282K	Hold	4,613	–	–	0.11%	94
2023 Q4	$272K	Buy	4,613 +200	+5%	+$11.4K	0.12%	101
2023 Q3	$247K	Sell	4,413 -208	-5%	-$12.5K	0.12%	99
2023 Q2	$278K	Sell	4,621 -122	-3%	-$7.59K	0.13%	101
2023 Q1	$294K	Buy	4,743 +803	+20%	+$48.6K	0.14%	103
2022 Q4	$251K	Hold	3,940	–	–	0.12%	109
2022 Q3	$221K	Sell	3,940 -41	-1%	-$2.55K	0.11%	107
2022 Q2	$250K	Buy	+3,981	New	+$252K	0.13%	84
2022 Q1	–	Sell	-6,854	Closed	-$406K	–	122
2021 Q4	$406K	Buy	6,854 +105	+2%	+$5.85K	0.17%	87
2021 Q3	$354K	Hold	6,749	–	–	0.15%	88
2021 Q2	$365K	Buy	+6,749	New	+$367K	0.17%	87

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

Colton Groome Financial Advisors's KO Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $6.87K and bringing the position to 6,198 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #99.

Colton Groome Financial Advisors first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Colton Groome Financial Advisors held 6,198 shares of Coca-Cola worth $504K as of Q2 2026.
Colton Groome Financial Advisors bought 87 Coca-Cola shares in Q2 2026, an estimated $6.87K.
Coca-Cola made up 0.12% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #99 holding.
Colton Groome Financial Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.