Financial Consulate’s Coca-Cola KO Stock Holding History

Financial Consulate’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	$335K	Buy	4,123 +425	+11%	+$33.6K	0.04%	115
2026 Q1	$281K	Buy	3,698 +124	+3%	+$9.37K	0.04%	120
2025 Q4	$250K	Buy	3,574 +18	+0.5%	+$1.25K	0.03%	138
2025 Q3	$236K	Buy	+3,556	New	+$245K	0.03%	148

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

Financial Consulate's KO Position: Q2 2026 in Review

Financial Consulate increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $33.6K and bringing the position to 4,123 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #115.

Financial Consulate first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,776 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Financial Consulate held 4,123 shares of Coca-Cola worth $335K as of Q2 2026.
Financial Consulate bought 425 Coca-Cola shares in Q2 2026, an estimated $33.6K.
Coca-Cola made up 0.04% of Financial Consulate's portfolio in Q2 2026, its #115 holding.
Financial Consulate first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
1,776 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.