Financial Management Professionals’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 | $1M | Buy |
12,284
+572
| +5% | +$45.2K | 0.1% | 68 |
|
|
2026
Q1 | $897K | Buy |
11,712
+545
| +5% | +$41.2K | 0.1% | 68 |
|
|
2025
Q4 | $781K | Buy |
11,167
+80
| +0.7% | +$5.58K | 0.08% | 76 |
|
|
2025
Q3 | $741K | Sell |
11,087
-34
| -0.3% | -$2.34K | 0.08% | 82 |
|
|
2025
Q2 | $792K | Sell |
11,121
-543
| -5% | -$38.7K | 0.09% | 72 |
|
|
2025
Q1 | $835K | Buy |
11,664
+214
| +2% | +$14.3K | 0.11% | 66 |
|
|
2024
Q4 | $713K | Buy |
11,450
+890
| +8% | +$58.1K | 0.09% | 76 |
|
|
2024
Q3 | $759K | Buy |
10,560
+343
| +3% | +$23.5K | 0.09% | 72 |
|
|
2024
Q2 | $650K | Sell |
10,217
-453
| -4% | -$28K | 0.09% | 73 |
|
|
2024
Q1 | $653K | Buy |
10,670
+1,321
| +14% | +$79.4K | 0.1% | 75 |
|
|
2023
Q4 | $551K | Buy |
9,349
+966
| +12% | +$54.9K | 0.09% | 70 |
|
|
2023
Q3 | $469K | Sell |
8,383
-945
| -10% | -$56.7K | 0.08% | 72 |
|
|
2023
Q2 | $562K | Buy |
9,328
+522
| +6% | +$32.5K | 0.09% | 70 |
|
|
2023
Q1 | $546K | Buy |
8,806
+2,395
| +37% | +$145K | 0.11% | 64 |
|
|
2022
Q4 | $408K | Buy |
6,411
+811
| +14% | +$49K | 0.08% | 69 |
|
|
2022
Q3 | $314K | Buy |
5,600
+99
| +2% | +$6.15K | 0.07% | 68 |
|
|
2022
Q2 | $346K | Buy |
5,501
+730
| +15% | +$46.3K | 0.08% | 70 |
|
|
2022
Q1 | $296K | Buy |
4,771
+379
| +9% | +$23K | 0.06% | 79 |
|
|
2021
Q4 | $260K | Buy |
4,392
+76
| +2% | +$4.23K | 0.06% | 81 |
|
|
2021
Q3 | $226K | Sell |
4,316
-358
| -8% | -$20K | 0.05% | 78 |
|
|
2021
Q2 | $253K | Buy |
4,674
+44
| +1% | +$2.39K | 0.07% | 71 |
|
|
2021
Q1 | $244K | Buy |
4,630
+144
| +3% | +$7.25K | 0.07% | 67 |
|
|
2020
Q4 | $246K | Buy |
4,486
+127
| +3% | +$6.57K | 0.07% | 62 |
|
|
2020
Q3 | $215K | Buy |
4,359
+25
| +0.6% | +$1.2K | 0.08% | 59 |
|
|
2020
Q2 | $194K | Buy |
4,334
+2,754
| +174% | +$127K | 0.07% | 59 |
|
|
2020
Q1 | $70K | Hold |
1,580
| – | – | 0.03% | 72 |
|
|
2019
Q4 | $87K | Hold |
1,580
| – | – | 0.03% | 72 |
|
|
2019
Q3 | $86K | Buy |
1,580
+17
| +1% | +$910 | 0.03% | 73 |
|
|
2019
Q2 | $80K | Buy |
1,563
+383
| +32% | +$18.8K | 0.03% | 76 |
|
|
2019
Q1 | $55K | Sell |
1,180
-429
| -27% | -$20.1K | 0.02% | 89 |
|
|
2018
Q4 | $76K | Hold |
1,609
| – | – | 0.05% | 62 |
|
|
2018
Q3 | $74K | Hold |
1,609
| – | – | 0.03% | 72 |
|
|
2018
Q2 | $71K | Hold |
1,609
| – | – | 0.03% | 73 |
|
|
2018
Q1 | $70K | Sell |
1,609
-226
| -12% | -$10.2K | 0.04% | 75 |
|
|
2017
Q4 | $84K | Buy |
1,835
+2
| +0.1% | +$92 | 0.04% | 59 |
|
|
2017
Q3 | $82K | Sell |
1,833
-124
| -6% | -$5.64K | 0.04% | 61 |
|
|
2017
Q2 | $87K | Buy |
1,957
+2
| +0.1% | +$88 | 0.04% | 61 |
|
|
2017
Q1 | $82K | Buy |
1,955
+125
| +7% | +$5.21K | 0.04% | 64 |
|
|
2016
Q4 | $75K | Buy |
1,830
+4
| +0.2% | +$166 | 0.04% | 69 |
|
|
2016
Q3 | $77K | Buy |
1,826
+809
| +80% | +$35.5K | 0.04% | 70 |
|
|
2016
Q2 | $45K | Buy |
1,017
+374
| +58% | +$16.9K | 0.02% | 90 |
|
|
2016
Q1 | $30K | Sell |
643
-34
| -5% | -$1.48K | 0.02% | 90 |
|
|
2015
Q4 | $29K | Buy |
677
+4
| +0.6% | +$170 | 0.01% | 95 |
|
|
2015
Q3 | $27K | Buy |
673
+35
| +5% | +$1.4K | 0.02% | 110 |
|
|
2015
Q2 | $25K | Buy |
638
+2
| +0.3% | +$81 | 0.01% | 116 |
|
|
2015
Q1 | $26K | Hold |
636
| – | – | 0.01% | 113 |
|
|
2014
Q4 | $27K | Buy |
636
+207
| +48% | +$8.84K | 0.01% | 130 |
|
|
2014
Q3 | $18K | Sell |
429
-100
| -19% | -$4.13K | 0.01% | 138 |
|
|
2014
Q2 | $22K | Buy |
529
+100
| +23% | +$4.06K | 0.01% | 125 |
|
|
2014
Q1 | $17K | Hold |
429
| – | – | 0.01% | 139 |
|
|
2013
Q4 | $18K | Hold |
429
| – | – | 0.01% | 139 |
|
|
2013
Q3 | $16K | Hold |
429
| – | – | 0.01% | 154 |
|
|
2013
Q2 | $17K | Buy |
+429
| New | +$17.8K | 0.01% | 140 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Financial Management Professionals's KO Position: Q2 2026 in Review
Financial Management Professionals increased its Coca-Cola (KO) stake by 4.9% in Q2 2026, buying an estimated $45.2K and bringing the position to 12,284 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #68.
Financial Management Professionals first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Financial Management Professionals held 12,284 shares of Coca-Cola worth $1M as of Q2 2026.
- Financial Management Professionals bought 572 Coca-Cola shares in Q2 2026, an estimated $45.2K.
- Coca-Cola made up 0.1% of Financial Management Professionals's portfolio in Q2 2026, its #68 holding.
- Financial Management Professionals first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.