E&G Advisors’s Coca-Cola KO Stock Holding History

E&G 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	$291K	Buy	3,606 +100	+3%	+$7.9K	0.06%	198
2026 Q1	$265K	Sell	3,506 -114	-3%	-$8.62K	0.06%	196
2025 Q4	$252K	Sell	3,620 -100	-3%	-$6.97K	0.06%	194
2025 Q3	$246K	Buy	3,720 +416	+13%	+$28.6K	0.06%	196
2025 Q2	$233K	Hold	3,304	–	–	0.06%	190
2025 Q1	$235K	Sell	3,304 -300	-8%	-$20K	0.07%	188
2024 Q4	$224K	Hold	3,604	–	–	0.06%	192
2024 Q3	$258K	Sell	3,604 -100	-3%	-$6.85K	0.07%	185
2024 Q2	$235K	Hold	3,704	–	–	0.07%	188
2024 Q1	$226K	Hold	3,704	–	–	0.07%	185
2023 Q4	$218K	Sell	3,704 -294	-7%	-$16.7K	0.08%	183
2023 Q3	$224K	Hold	3,998	–	–	0.08%	177
2023 Q2	$241K	Hold	3,998	–	–	0.08%	180
2023 Q1	$248K	Buy	3,998 +100	+3%	+$6.05K	0.09%	176
2022 Q4	$248K	Sell	3,898 -1,040	-21%	-$62.8K	0.09%	175
2022 Q3	$277K	Hold	4,938	–	–	0.1%	162
2022 Q2	$311K	Buy	+4,938	New	+$313K	0.11%	157
2022 Q1	–	Sell	-3,398	Closed	-$201K	–	220
2021 Q4	$201K	Sell	3,398 -600	-15%	-$33.4K	0.05%	214
2021 Q3	$210K	Buy	+3,998	New	+$223K	0.06%	201
2021 Q2	–	Sell	-3,998	Closed	-$218K	–	201
2021 Q1	$211K	Buy	+3,998	New	+$201K	0.06%	193
2016 Q4	–	Sell	-5,604	Closed	-$237K	–	123
2016 Q3	$237K	Sell	5,604 -300	-5%	-$13.1K	0.14%	107
2016 Q2	$268K	Hold	5,904	–	–	0.16%	92
2016 Q1	$274K	Hold	5,904	–	–	0.18%	82
2015 Q4	$254K	Sell	5,904 -3,200	-35%	-$136K	0.15%	85
2015 Q3	$365K	Hold	9,104	–	–	0.23%	69
2015 Q2	$357K	Hold	9,104	–	–	0.21%	75
2015 Q1	$369K	Sell	9,104 -4,274	-32%	-$179K	0.22%	72
2014 Q4	$565K	Sell	13,378 -2,100	-14%	-$89.7K	0.37%	66
2014 Q3	$660K	Buy	15,478 +1,574	+11%	+$65.1K	0.42%	68
2014 Q2	$589K	Buy	+13,904	New	+$564K	0.38%	71

Other funds holding KO

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

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

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

E&G Advisors's KO Position: Q2 2026 in Review

E&G Advisors increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $7.9K and bringing the position to 3,606 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #198.

E&G Advisors first reported a position in KO in Q2 2014 and has held it in 30 quarters since. The position peaked at $660K in Q3 2014. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

E&G Advisors held 3,606 shares of Coca-Cola worth $291K as of Q2 2026.
E&G Advisors bought 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
Coca-Cola made up 0.06% of E&G Advisors's portfolio in Q2 2026, its #198 holding.
E&G Advisors first reported a position in Coca-Cola in Q2 2014 and has held it in 30 quarters since.
E&G Advisors's Coca-Cola position peaked at $660K in Q3 2014.
1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.