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

Cooper 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 		$1.55M Sell
19,061
-3,790
-17% -$299K 0.13% 122
2026
Q1 		$1.74M Buy
22,851
+1,853
+9% +$140K 0.18% 102
2025
Q4 		$1.47M Buy
20,998
+678
+3% +$47.3K 0.16% 105
2025
Q3 		$1.35M Sell
20,320
-131
-0.6% -$9.02K 0.15% 107
2025
Q2 		$1.45M Sell
20,451
-330
-2% -$23.5K 0.17% 103
2025
Q1 		$1.49M Buy
20,781
+3,711
+22% +$248K 0.2% 103
2024
Q4 		$1.06M Buy
17,070
+1,472
+9% +$96.1K 0.13% 132
2024
Q3 		$1.12M Buy
15,598
+1,263
+9% +$86.5K 0.15% 126
2024
Q2 		$912K Buy
14,335
+2,864
+25% +$177K 0.13% 135
2024
Q1 		$702K Buy
11,471
+5
+0% +$300 0.12% 165
2023
Q4 		$676K Sell
11,466
-1,240
-10% -$70.4K 0.12% 160
2023
Q3 		$711K Buy
12,706
+2,773
+28% +$166K 0.17% 133
2023
Q2 		$598K Buy
9,933
+873
+10% +$54.3K 0.15% 160
2023
Q1 		$562K Buy
9,060
+184
+2% +$11.1K 0.15% 154
2022
Q4 		$565K Buy
8,876
+537
+6% +$32.4K 0.17% 133
2022
Q3 		$467K Buy
8,339
+405
+5% +$25.2K 0.17% 130
2022
Q2 		$499K Buy
7,934
+697
+10% +$44.2K 0.18% 126
2022
Q1 		$449K Buy
7,237
+13
+0.2% +$791 0.17% 121
2021
Q4 		$428K Sell
7,224
-1,215
-14% -$67.7K 0.16% 137
2021
Q3 		$443K Buy
8,439
+42
+0.5% +$2.34K 0.09% 139
2021
Q2 		$454K Sell
8,397
-270
-3% -$14.7K 0.09% 131
2021
Q1 		$457K Sell
8,667
-5,452
-39% -$274K 0.1% 129
2020
Q4 		$774K Buy
14,119
+6,459
+84% +$334K 0.16% 109
2020
Q3 		$378K Buy
+7,660
New +$368K 0.11% 131
2019
Q3 		– Sell
-4,284
Closed -$218K – 145
2019
Q2 		$218K Buy
+4,284
New +$210K 0.11% 119

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Cooper Financial Group reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $299K and leaving 19,061 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #122.

Cooper Financial Group first reported a position in KO in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.74M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cooper Financial Group held 19,061 shares of Coca-Cola worth $1.55M as of Q2 2026.
  • Cooper Financial Group sold 3,790 Coca-Cola shares in Q2 2026, an estimated $299K.
  • Coca-Cola made up 0.13% of Cooper Financial Group's portfolio in Q2 2026, its #122 holding.
  • Cooper Financial Group first reported a position in Coca-Cola in Q2 2019 and has held it in 25 quarters since.
  • Cooper Financial Group's Coca-Cola position peaked at $1.74M in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.