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

Fiduciary 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	$538K	Buy	6,614 +651	+11%	+$51.4K	0.06%	180
2026 Q1	$454K	Sell	5,963 -9	-0.2%	-$680	0.06%	193
2025 Q4	$418K	Sell	5,972 -76	-1%	-$5.3K	0.06%	199
2025 Q3	$401K	Buy	6,048 +181	+3%	+$12.5K	0.06%	192
2025 Q2	$420K	Buy	5,867 +195	+3%	+$13.9K	0.08%	158
2025 Q1	$401K	Sell	5,672 -1,054	-16%	-$70.4K	0.09%	141
2024 Q4	$411K	Buy	6,726 +95	+1%	+$6.2K	0.09%	137
2024 Q3	$459K	Buy	6,631 +300	+5%	+$20.5K	0.11%	114
2024 Q2	$407K	Buy	+6,331	New	+$392K	0.1%	126

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 Financial Group's KO Position: Q2 2026 in Review

Fiduciary Financial Group increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $51.4K and bringing the position to 6,614 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #180.

Fiduciary Financial Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fiduciary Financial Group held 6,614 shares of Coca-Cola worth $538K as of Q2 2026.
Fiduciary Financial Group bought 651 Coca-Cola shares in Q2 2026, an estimated $51.4K.
Coca-Cola made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #180 holding.
Fiduciary Financial Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.