Fermata Advisors’s Coca-Cola KO Stock Holding History

Fermata 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	$212K	Buy	+2,609	New	+$206K	0.04%	255
2025 Q3	–	Sell	-2,848	Closed	-$202K	–	221
2025 Q2	$202K	Sell	2,848 -3,556	-56%	-$253K	0.05%	210
2025 Q1	$459K	Buy	+6,404	New	+$428K	0.08%	167
2022 Q4	–	Sell	-3,879	Closed	-$217K	–	141
2022 Q3	$217K	Buy	3,879 +524	+16%	+$32.6K	0.07%	126
2022 Q2	$211K	Buy	+3,355	New	+$213K	0.07%	151

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Fermata Advisors's KO Position: Q2 2026 in Review

Fermata Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,609 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in KO as recently as Q2 2025.

Fermata Advisors first reported a position in KO in Q2 2022 and has held it in 5 quarters since. The position peaked at $459K in Q1 2025. 629 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fermata Advisors held 2,609 shares of Coca-Cola worth $212K as of Q2 2026.
Coca-Cola was a new Fermata Advisors position in Q2 2026.
Coca-Cola made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #255 holding.
Fermata Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 5 quarters since.
Fermata Advisors's Coca-Cola position peaked at $459K in Q1 2025.
629 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.