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Comprehensive Financial Consultants Institutional’s Coca-Cola KO Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.49M Buy
18,370
+1,851
+11% +$146K 0.39% 80
2026
Q1 		$1.26M Buy
16,519
+312
+2% +$23.6K 0.37% 91
2025
Q4 		$1.13M Sell
16,207
-73
-0.4% -$5.09K 0.34% 93
2025
Q3 		$1.08M Buy
16,280
+770
+5% +$53K 0.33% 93
2025
Q2 		$1.1M Sell
15,510
-1,098
-7% -$78.2K 0.36% 88
2025
Q1 		$1.19M Sell
16,608
-274
-2% -$18.3K 0.42% 80
2024
Q4 		$1.05M Sell
16,882
-152
-0.9% -$9.92K 0.38% 86
2024
Q3 		$1.22M Sell
17,034
-286
-2% -$19.6K 0.45% 77
2024
Q2 		$1.1M Buy
17,320
+1,624
+10% +$101K 0.43% 82
2024
Q1 		$960K Buy
15,696
+455
+3% +$27.3K 0.4% 85
2023
Q4 		$898K Buy
15,241
+392
+3% +$22.3K 0.42% 85
2023
Q3 		$831K Sell
14,849
-151
-1% -$9.06K 0.44% 83
2023
Q2 		$912K Sell
15,000
-582
-4% -$36.2K 0.48% 78
2023
Q1 		$967K Buy
15,582
+713
+5% +$43.2K 0.55% 71
2022
Q4 		$910K Buy
14,869
+137
+0.9% +$8.27K 0.55% 71
2022
Q3 		$820K Buy
14,732
+961
+7% +$59.7K 0.54% 70
2022
Q2 		$863K Sell
13,771
-53
-0.4% -$3.36K 0.61% 63
2022
Q1 		$895K Sell
13,824
-161
-1% -$9.79K 0.62% 63
2021
Q4 		$878K Buy
+13,985
New +$779K 0.56% 65

Other funds holding KO

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's KO Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $146K and bringing the position to 18,370 shares worth $1.49M. The position accounts for 0.39% of the portfolio, ranked #80.

Comprehensive Financial Consultants Institutional first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,226 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 18,370 shares of Coca-Cola worth $1.49M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,851 Coca-Cola shares in Q2 2026, an estimated $146K.
  • Coca-Cola made up 0.39% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #80 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.