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FLC Capital Advisors’s Coca-Cola KO Stock Holding History

FLC Capital Advisors’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 		$384K Sell
4,725
-21
-0.4% -$1.66K 0.06% 157
2026
Q1 		$361K Sell
4,746
-8
-0.2% -$605 0.06% 155
2025
Q4 		$332K Hold
4,754
– – 0.06% 152
2025
Q3 		$315K Sell
4,754
-7
-0.1% -$482 0.06% 157
2025
Q2 		$337K Buy
4,761
+1,516
+47% +$108K 0.07% 144
2025
Q1 		$232K Hold
3,245
– – 0.05% 166
2024
Q4 		$202K Sell
3,245
-400
-11% -$26.1K 0.05% 170
2024
Q3 		$262K Hold
3,645
– – 0.06% 143
2024
Q2 		$232K Sell
3,645
-255
-7% -$15.8K 0.06% 153
2024
Q1 		$239K Hold
3,900
– – 0.06% 142
2023
Q4 		$230K Buy
3,900
+20
+0.5% +$1.14K 0.06% 136
2023
Q3 		$217K Buy
3,880
+255
+7% +$15.3K 0.07% 138
2023
Q2 		$218K Sell
3,625
-858
-19% -$53.4K 0.06% 139
2023
Q1 		$278K Buy
4,483
+858
+24% +$51.9K 0.09% 128
2022
Q4 		$231K Sell
3,625
-946
-21% -$57.1K 0.07% 147
2022
Q3 		$256K Buy
4,571
+400
+10% +$24.9K 0.09% 135
2022
Q2 		$262K Hold
4,171
– – 0.09% 131
2022
Q1 		$259K Sell
4,171
-500
-11% -$30.4K 0.07% 142
2021
Q4 		$277K Buy
4,671
+500
+12% +$27.8K 0.08% 142
2021
Q3 		$219K Hold
4,171
– – 0.06% 160
2021
Q2 		$226K Hold
4,171
– – 0.07% 160
2021
Q1 		$220K Buy
4,171
+150
+4% +$7.55K 0.07% 152
2020
Q4 		$221K Hold
4,021
– – 0.07% 137
2020
Q3 		$202K Sell
4,021
-414
-9% -$19.9K 0.07% 135
2020
Q2 		$201K Buy
+4,435
New +$204K 0.08% 116
2020
Q1 		– Sell
-4,008
Closed -$222K – 130
2019
Q4 		$222K Hold
4,008
– – 0.09% 111
2019
Q3 		$218K Sell
4,008
-600
-13% -$32.1K 0.09% 113
2019
Q2 		$240K Sell
4,608
-1,530
-25% -$75K 0.1% 106
2019
Q1 		$288K Buy
+6,138
New +$287K 0.13% 82

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FLC Capital Advisors's KO Position: Q2 2026 in Review

FLC Capital Advisors reduced its Coca-Cola (KO) stake by 0.44% in Q2 2026, selling an estimated $1.66K and leaving 4,725 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #157.

FLC Capital Advisors first reported a position in KO in Q1 2019 and has held it in 29 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • FLC Capital Advisors held 4,725 shares of Coca-Cola worth $384K as of Q2 2026.
  • FLC Capital Advisors sold 21 Coca-Cola shares in Q2 2026, an estimated $1.66K.
  • Coca-Cola made up 0.06% of FLC Capital Advisors's portfolio in Q2 2026, its #157 holding.
  • FLC Capital Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.