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

Everhart 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 		$3.07M Buy
37,830
+1,052
+3% +$83.1K 0.2% 55
2026
Q1 		$2.8M Buy
36,778
+5,510
+18% +$417K 0.24% 57
2025
Q4 		$2.19M Buy
31,268
+6,026
+24% +$420K 0.2% 64
2025
Q3 		$1.67M Sell
25,242
-153
-0.6% -$10.5K 0.17% 77
2025
Q2 		$1.8M Buy
25,395
+1,588
+7% +$113K 0.21% 65
2025
Q1 		$1.71M Buy
23,807
+3,882
+19% +$259K 0.23% 57
2024
Q4 		$1.24M Sell
19,925
-851
-4% -$55.5K 0.26% 78
2024
Q3 		$1.49M Buy
20,776
+3,330
+19% +$228K 0.33% 53
2024
Q2 		$1.11M Buy
17,446
+3,172
+22% +$196K 0.29% 68
2024
Q1 		$900K Buy
14,274
+3,834
+37% +$230K 0.26% 77
2023
Q4 		$641K Sell
10,440
-3,311
-24% -$188K 0.23% 92
2023
Q3 		$770K Sell
13,751
-75
-0.5% -$4.5K 0.33% 63
2023
Q2 		$833K Buy
13,826
+1,074
+8% +$66.8K 0.34% 61
2023
Q1 		$791K Buy
12,752
+3,606
+39% +$218K 0.35% 56
2022
Q4 		$582K Sell
9,146
-1,627
-15% -$98.2K 0.29% 75
2022
Q3 		$603K Buy
10,773
+696
+7% +$43.3K 0.33% 59
2022
Q2 		$634K Buy
10,077
+1,614
+19% +$102K 0.39% 54
2022
Q1 		$525K Buy
8,463
+3,147
+59% +$191K 0.3% 71
2021
Q4 		$315K Buy
+5,316
New +$296K 0.19% 88

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Everhart Financial Group increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $83.1K and bringing the position to 37,830 shares worth $3.07M. The position accounts for 0.2% of the portfolio, ranked #55.

Everhart Financial Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Everhart Financial Group held 37,830 shares of Coca-Cola worth $3.07M as of Q2 2026.
  • Everhart Financial Group bought 1,052 Coca-Cola shares in Q2 2026, an estimated $83.1K.
  • Coca-Cola made up 0.2% of Everhart Financial Group's portfolio in Q2 2026, its #55 holding.
  • Everhart Financial Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.