Financial Solutions Advisory Group’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
$360K Buy
4,355
+20
+0.5% +$1.58K 0.05% 135
2026
Q1
$330K Buy
+4,335
New +$328K 0.05% 129

Other funds holding KO

Financial Solutions Advisory Group's KO Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Coca-Cola (KO) stake by 0.46% in Q2 2026, buying an estimated $1.58K and bringing the position to 4,355 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #135.

Financial Solutions Advisory Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Solutions Advisory Group held 4,355 shares of Coca-Cola worth $360K as of Q2 2026.
  • Financial Solutions Advisory Group bought 20 Coca-Cola shares in Q2 2026, an estimated $1.58K.
  • Coca-Cola made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Financial Solutions Advisory Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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