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

Dupree 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 		$260K Sell
3,194
-20
-0.6% -$1.58K 0.1% 72
2026
Q1 		$244K Hold
3,214
– – 0.1% 67
2025
Q4 		$225K Buy
3,214
+1
+0% +$70 0.08% 72
2025
Q3 		$213K Sell
3,213
-26
-0.8% -$1.79K 0.08% 64
2025
Q2 		$229K Sell
3,239
-137
-4% -$9.76K 0.09% 64
2025
Q1 		$242K Hold
3,376
– – 0.1% 65
2024
Q4 		$210K Buy
3,376
+186
+6% +$12.1K 0.1% 63
2024
Q3 		$229K Sell
3,190
-154
-5% -$10.5K 0.09% 68
2024
Q2 		$213K Buy
+3,344
New +$207K 0.1% 60

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Dupree Financial Group reduced its Coca-Cola (KO) stake by 0.62% in Q2 2026, selling an estimated $1.58K and leaving 3,194 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #72.

Dupree Financial Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,797 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dupree Financial Group held 3,194 shares of Coca-Cola worth $260K as of Q2 2026.
  • Dupree Financial Group sold 20 Coca-Cola shares in Q2 2026, an estimated $1.58K.
  • Coca-Cola made up 0.1% of Dupree Financial Group's portfolio in Q2 2026, its #72 holding.
  • Dupree Financial Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.