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CRA Financial Services’s Coca-Cola KO Stock Holding History

CRA Financial 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 		$1.1M Buy
13,521
+165
+1% +$13K 0.13% 120
2026
Q1 		$1.02M Buy
13,356
+63
+0.5% +$4.76K 0.13% 120
2025
Q4 		$929K Sell
13,293
-273
-2% -$19K 0.12% 124
2025
Q3 		$900K Sell
13,566
-150
-1% -$10.3K 0.12% 121
2025
Q2 		$970K Sell
13,716
-164
-1% -$11.7K 0.15% 113
2025
Q1 		$994K Sell
13,880
-147
-1% -$9.82K 0.17% 109
2024
Q4 		$873K Buy
14,027
+257
+2% +$16.8K 0.15% 113
2024
Q3 		$990K Sell
13,770
-51
-0.4% -$3.49K 0.18% 100
2024
Q2 		$880K Sell
13,821
-126
-0.9% -$7.8K 0.18% 96
2024
Q1 		$853K Buy
13,947
+1,041
+8% +$62.5K 0.19% 90
2023
Q4 		$761K Buy
12,906
+20
+0.2% +$1.14K 0.19% 92
2023
Q3 		$721K Buy
12,886
+250
+2% +$15K 0.2% 85
2023
Q2 		$761K Buy
12,636
+335
+3% +$20.8K 0.21% 84
2023
Q1 		$763K Sell
12,301
-26
-0.2% -$1.57K 0.23% 81
2022
Q4 		$784K Buy
12,327
+118
+1% +$7.12K 0.26% 79
2022
Q3 		$684K Buy
12,209
+22
+0.2% +$1.37K 0.25% 75
2022
Q2 		$767K Sell
12,187
-2,140
-15% -$136K 0.26% 77
2022
Q1 		$888K Sell
14,327
-653
-4% -$39.7K 0.27% 73
2021
Q4 		$887K Buy
14,980
+197
+1% +$11K 0.26% 72
2021
Q3 		$776K Buy
14,783
+501
+4% +$27.9K 0.26% 75
2021
Q2 		$773K Buy
14,282
+504
+4% +$27.4K 0.27% 74
2021
Q1 		$726K Sell
13,778
-160
-1% -$8.05K 0.28% 76
2020
Q4 		$764K Buy
13,938
+160
+1% +$8.27K 0.32% 61
2020
Q3 		$680K Sell
13,778
-279
-2% -$13.4K 0.33% 68
2020
Q2 		$628K Sell
14,057
-111
-0.8% -$5.11K 0.33% 71
2020
Q1 		$627K Buy
14,168
+2,478
+21% +$134K 0.4% 55
2019
Q4 		$647K Buy
11,690
+78
+0.7% +$4.19K 0.35% 63
2019
Q3 		$632K Hold
11,612
– – 0.38% 59
2019
Q2 		$591K Sell
11,612
-299
-3% -$14.7K 0.36% 64
2019
Q1 		$558K Hold
11,911
– – 0.36% 67
2018
Q4 		$564K Buy
+11,911
New +$570K 0.41% 61

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

CRA Financial Services's KO Position: Q2 2026 in Review

CRA Financial Services increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $13K and bringing the position to 13,521 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #120.

CRA Financial Services first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CRA Financial Services held 13,521 shares of Coca-Cola worth $1.1M as of Q2 2026.
  • CRA Financial Services bought 165 Coca-Cola shares in Q2 2026, an estimated $13K.
  • Coca-Cola made up 0.13% of CRA Financial Services's portfolio in Q2 2026, its #120 holding.
  • CRA Financial Services first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.