First National Advisers’s Coca-Cola KO Stock Holding History

First National Advisers’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	$3.87M	Sell	47,667 -3,961	-8%	-$313K	0.54%	45
2026 Q1	$3.93M	Sell	51,628 -2,066	-4%	-$156K	0.57%	39
2025 Q4	$3.75M	Sell	53,694 -9,787	-15%	-$682K	0.52%	47
2025 Q3	$4.21M	Sell	63,481 -9,153	-13%	-$630K	0.57%	43
2025 Q2	$5.14M	Buy	72,634 +5,133	+8%	+$366K	0.75%	26
2025 Q1	$4.83M	Buy	67,501 +61,266	+983%	+$4.09M	0.77%	24
2024 Q4	$388K	Sell	6,235 -624	-9%	-$40.7K	0.06%	150
2024 Q3	$493K	Sell	6,859 -428	-6%	-$29.3K	0.08%	159
2024 Q2	$464K	Sell	7,287 -11,519	-61%	-$713K	0.08%	153
2024 Q1	$1.16M	Buy	18,806 +4,063	+28%	+$244K	0.26%	117
2023 Q4	$869K	Sell	14,743 -9,313	-39%	-$529K	0.25%	115
2023 Q3	$1.35M	Buy	24,056 +15,566	+183%	+$934K	0.6%	57
2023 Q2	$511K	Sell	8,490 -987	-10%	-$61.4K	0.47%	70
2023 Q1	$588K	Buy	9,477 +444	+5%	+$26.9K	0.67%	58
2022 Q4	$575K	Buy	9,033 +989	+12%	+$59.7K	0.74%	53
2022 Q3	$451K	Buy	8,044 +1,210	+18%	+$75.2K	0.67%	55
2022 Q2	$430K	Buy	+6,834	New	+$433K	0.89%	45

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

First National Advisers's KO Position: Q2 2026 in Review

First National Advisers reduced its Coca-Cola (KO) stake by 7.7% in Q2 2026, selling an estimated $313K and leaving 47,667 shares worth $3.87M. The position accounts for 0.54% of the portfolio, ranked #45.

First National Advisers first reported a position in KO in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.14M in Q2 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

First National Advisers held 47,667 shares of Coca-Cola worth $3.87M as of Q2 2026.
First National Advisers sold 3,961 Coca-Cola shares in Q2 2026, an estimated $313K.
Coca-Cola made up 0.54% of First National Advisers's portfolio in Q2 2026, its #45 holding.
First National Advisers first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Coca-Cola position peaked at $5.14M in Q2 2025.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.