DHJJ Financial Advisors’s Coca-Cola KO Stock Holding History

DHJJ 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	$53.9K	Sell	663 -49	-7%	-$3.87K	0.02%	405
2026 Q1	$54.2K	Sell	712 -50	-7%	-$3.78K	0.02%	382
2025 Q4	$53.3K	Buy	762 +1	+0.1%	+$70	0.02%	375
2025 Q3	$50.5K	Hold	761	–	–	0.02%	367
2025 Q2	$53.8K	Buy	761 +61	+9%	+$4.34K	0.02%	336
2025 Q1	$50.1K	Hold	700	–	–	0.02%	310
2024 Q4	$43.6K	Hold	700	–	–	0.02%	322
2024 Q3	$50.3K	Hold	700	–	–	0.02%	297
2024 Q2	$44.6K	Hold	700	–	–	0.02%	288
2024 Q1	$42.8K	Sell	700 -12	-2%	-$721	0.02%	283
2023 Q4	$42K	Hold	712	–	–	0.02%	270
2023 Q3	$39.9K	Buy	+712	New	+$42.7K	0.02%	269

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DHJJ Financial Advisors's KO Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Coca-Cola (KO) stake by 6.9% in Q2 2026, selling an estimated $3.87K and leaving 663 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #405.

DHJJ Financial Advisors first reported a position in KO in Q3 2023 and has held it in 12 quarters since. The position peaked at $54.2K in Q1 2026. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

DHJJ Financial Advisors held 663 shares of Coca-Cola worth $53.9K as of Q2 2026.
DHJJ Financial Advisors sold 49 Coca-Cola shares in Q2 2026, an estimated $3.87K.
Coca-Cola made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #405 holding.
DHJJ Financial Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Coca-Cola position peaked at $54.2K in Q1 2026.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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