Exeter Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.48M | Buy |
30,574
+303
| +1% | +$23.9K | 0.95% | 40 |
|
|
2026
Q1 | $2.3M | Buy |
30,271
+1,642
| +6% | +$124K | 0.94% | 40 |
|
|
2025
Q4 | $2M | Buy |
28,629
+1,963
| +7% | +$137K | 0.85% | 38 |
|
|
2025
Q3 | $1.77M | Sell |
26,666
-44
| -0.2% | -$3.03K | 0.76% | 45 |
|
|
2025
Q2 | $1.89M | Sell |
26,710
-661
| -2% | -$47.1K | 0.84% | 46 |
|
|
2025
Q1 | $1.96M | Buy |
27,371
+710
| +3% | +$47.4K | 0.88% | 44 |
|
|
2024
Q4 | $1.66M | Sell |
26,661
-1,602
| -6% | -$105K | 0.76% | 46 |
|
|
2024
Q3 | $2.03M | Buy |
28,263
+178
| +0.6% | +$12.2K | 0.9% | 42 |
|
|
2024
Q2 | $1.79M | Buy |
28,085
+486
| +2% | +$30.1K | 0.85% | 44 |
|
|
2024
Q1 | $1.64M | Buy |
27,599
+927
| +3% | +$55.7K | 0.75% | 46 |
|
|
2023
Q4 | $1.6M | Buy |
26,672
+1,500
| +6% | +$85.2K | 0.78% | 47 |
|
|
2023
Q3 | $1.41M | Buy |
25,172
+665
| +3% | +$39.9K | 0.74% | 47 |
|
|
2023
Q2 | $1.46M | Sell |
24,507
-7,158
| -23% | -$445K | 0.75% | 46 |
|
|
2023
Q1 | $1.99M | Sell |
31,665
-740
| -2% | -$44.8K | 0.99% | 42 |
|
|
2022
Q4 | $2.06M | Sell |
32,405
-192
| -0.6% | -$11.6K | 1.07% | 41 |
|
|
2022
Q3 | $1.83M | Buy |
32,597
+310
| +1% | +$19.3K | 1.06% | 37 |
|
|
2022
Q2 | $2.03M | Sell |
32,287
-920
| -3% | -$58.3K | 1.13% | 36 |
|
|
2022
Q1 | $2.06M | Buy |
33,207
+333
| +1% | +$20.3K | 1.12% | 38 |
|
|
2021
Q4 | $1.99M | Buy |
32,874
+702
| +2% | +$39.1K | 1.09% | 36 |
|
|
2021
Q3 | $1.69M | Buy |
32,172
+512
| +2% | +$28.5K | 1.01% | 39 |
|
|
2021
Q2 | $1.72M | Buy |
31,660
+1,728
| +6% | +$94K | 0.99% | 39 |
|
|
2021
Q1 | $1.58M | Buy |
29,932
+1,066
| +4% | +$53.7K | 1% | 40 |
|
|
2020
Q4 | $1.58M | Buy |
28,866
+883
| +3% | +$45.7K | 1.1% | 36 |
|
|
2020
Q3 | $1.38M | Buy |
27,983
+135
| +0.5% | +$6.49K | 1.08% | 35 |
|
|
2020
Q2 | $1.24M | Sell |
27,848
-316
| -1% | -$14.6K | 1.03% | 39 |
|
|
2020
Q1 | $1.25M | Sell |
28,164
-165
| -0.6% | -$8.91K | 1.17% | 34 |
|
|
2019
Q4 | $1.57M | Buy |
28,329
+40
| +0.1% | +$2.15K | 1.22% | 34 |
|
|
2019
Q3 | $1.54M | Sell |
28,289
-3,833
| -12% | -$205K | 1.23% | 36 |
|
|
2019
Q2 | $1.64M | Buy |
32,122
+114
| +0.4% | +$5.59K | 1.37% | 27 |
|
|
2019
Q1 | $1.5M | Buy |
32,008
+117
| +0.4% | +$5.47K | 1.3% | 31 |
|
|
2018
Q4 | $1.51M | Buy |
31,891
+95
| +0.3% | +$4.55K | 1.42% | 26 |
|
|
2018
Q3 | $1.47M | Buy |
31,796
+561
| +2% | +$25.6K | 1.21% | 32 |
|
|
2018
Q2 | $1.37M | Sell |
31,235
-862
| -3% | -$37.2K | 1.21% | 32 |
|
|
2018
Q1 | $1.39M | Buy |
32,097
+678
| +2% | +$30.5K | 1.2% | 32 |
|
|
2017
Q4 | $1.44M | Buy |
+31,419
| New | +$1.44M | 1.26% | 28 |
|
Other funds holding KO
RG
FOFI
ATO
Exeter Financial's KO Position: Q2 2026 in Review
Exeter Financial increased its Coca-Cola (KO) stake by 1% in Q2 2026, buying an estimated $23.9K and bringing the position to 30,574 shares worth $2.48M. The position accounts for 0.95% of the portfolio, ranked #40.
Exeter Financial first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,473 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Exeter Financial held 30,574 shares of Coca-Cola worth $2.48M as of Q2 2026.
- Exeter Financial bought 303 Coca-Cola shares in Q2 2026, an estimated $23.9K.
- Coca-Cola made up 0.95% of Exeter Financial's portfolio in Q2 2026, its #40 holding.
- Exeter Financial first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
- 1,473 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.