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Financial & Tax Architects’s Coca-Cola KO Stock Holding History

Financial & Tax Architects’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 		$8.03M Buy
98,828
+741
+0.8% +$58.5K 1.69% 16
2026
Q1 		$7.46M Sell
98,087
-7,211
-7% -$545K 1.66% 17
2025
Q4 		$7.36M Sell
105,298
-3,197
-3% -$223K 1.65% 22
2025
Q3 		$7.2M Buy
108,495
+6,970
+7% +$480K 1.59% 25
2025
Q2 		$7.18M Sell
101,525
-1,141
-1% -$81.3K 1.74% 17
2025
Q1 		$7.35M Buy
102,666
+2,037
+2% +$136K 1.85% 15
2024
Q4 		$6.27M Buy
100,629
+7,362
+8% +$481K 1.6% 22
2024
Q3 		$6.7M Sell
93,267
-3,829
-4% -$262K 1.72% 22
2024
Q2 		$6.18M Buy
97,096
+4,233
+5% +$262K 1.66% 18
2024
Q1 		$5.68M Buy
92,863
+1,349
+1% +$81K 1.56% 29
2023
Q4 		$5.39M Buy
91,514
+1,272
+1% +$72.3K 1.6% 25
2023
Q3 		$5.05M Buy
90,242
+3,962
+5% +$238K 1.57% 29
2023
Q2 		$5.2M Buy
86,280
+2,627
+3% +$163K 1.6% 26
2023
Q1 		$5.19M Buy
83,653
+4,128
+5% +$250K 1.71% 16
2022
Q4 		$4.78M Sell
79,525
-983
-1% -$59.3K 1.63% 26
2022
Q3 		$4.51M Buy
80,508
+4,502
+6% +$280K 1.69% 23
2022
Q2 		$4.78M Buy
76,006
+5,351
+8% +$339K 1.81% 17
2022
Q1 		$4.38M Buy
70,655
+2,713
+4% +$165K 1.65% 21
2021
Q4 		$4.02M Buy
67,942
+4,172
+7% +$232K 1.64% 23
2021
Q3 		$3.35M Buy
63,770
+3,957
+7% +$221K 1.52% 27
2021
Q2 		$3.24M Buy
59,813
+4,301
+8% +$234K 1.59% 24
2021
Q1 		$2.93M Buy
+55,512
New +$2.79M 1.64% 17

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Financial & Tax Architects's KO Position: Q2 2026 in Review

Financial & Tax Architects increased its Coca-Cola (KO) stake by 0.76% in Q2 2026, buying an estimated $58.5K and bringing the position to 98,828 shares worth $8.03M. The position accounts for 1.69% of the portfolio, ranked #16.

Financial & Tax Architects first reported a position in KO in Q1 2021 and has held it in 22 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial & Tax Architects held 98,828 shares of Coca-Cola worth $8.03M as of Q2 2026.
  • Financial & Tax Architects bought 741 Coca-Cola shares in Q2 2026, an estimated $58.5K.
  • Coca-Cola made up 1.69% of Financial & Tax Architects's portfolio in Q2 2026, its #16 holding.
  • Financial & Tax Architects first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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