Fiduciary Alliance’s Coca-Cola KO Stock Holding History

Fiduciary Alliance’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	$1.52M	Sell	18,722 -292	-2%	-$23.1K	0.1%	212
2026 Q1	$1.43M	Sell	19,014 -2,778	-13%	-$210K	0.09%	222
2025 Q4	$1.52M	Buy	21,792 +1,008	+5%	+$70.3K	0.1%	198
2025 Q3	$1.38M	Sell	20,784 -265	-1%	-$18.2K	0.09%	196
2025 Q2	$1.49M	Buy	21,049 +2,201	+12%	+$157K	0.11%	176
2025 Q1	$1.35M	Buy	18,848 +659	+4%	+$44K	0.13%	145
2024 Q4	$1.13M	Buy	18,189 +8,499	+88%	+$555K	0.11%	154
2024 Q3	$696K	Buy	9,690 +2,542	+36%	+$174K	0.09%	130
2024 Q2	$451K	Sell	7,148 -158	-2%	-$9.78K	0.07%	139
2024 Q1	$443K	Hold	7,306	–	–	0.08%	130
2023 Q4	$431K	Sell	7,306 -346	-5%	-$19.7K	0.08%	122
2023 Q3	$428K	Buy	7,652 +2,575	+51%	+$154K	0.1%	113
2023 Q2	$306K	Buy	5,077 +572	+13%	+$35.6K	0.07%	126
2023 Q1	$279K	Sell	4,505 -1	-0%	-$61	0.07%	120
2022 Q4	$287K	Buy	+4,506	New	+$272K	0.07%	117

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fiduciary Alliance's KO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $23.1K and leaving 18,722 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #212.

Fiduciary Alliance first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fiduciary Alliance held 18,722 shares of Coca-Cola worth $1.52M as of Q2 2026.
Fiduciary Alliance sold 292 Coca-Cola shares in Q2 2026, an estimated $23.1K.
Coca-Cola made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #212 holding.
Fiduciary Alliance first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Fiduciary Alliance's Coca-Cola position peaked at $1.52M in Q4 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.