FNY Investment Advisers’s Coca-Cola KO Stock Holding History

FNY Investment 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	$1.07M	Sell	13,200 -1,530	-10%	-$121K	0.39%	65
2026 Q1	$1.12M	Buy	14,730 +10,640	+260%	+$804K	0.49%	53
2025 Q4	$285K	Sell	4,090 -9,320	-70%	-$650K	0.08%	191
2025 Q3	$889K	Buy	13,410 +50	+0.4%	+$3.44K	0.29%	108
2025 Q2	$945K	Buy	+13,360	New	+$952K	0.4%	80
2024 Q4	–	Sell	-8,810	Closed	-$633K	–	796
2024 Q3	$633K	Buy	+8,810	New	+$603K	0.3%	86
2024 Q2	–	Sell	-8,905	Closed	-$544	–	625
2024 Q1	$544	Buy	+8,905	New	+$535K	0.33%	68
2023 Q4	–	Sell	-48,500	Closed	-$2.71M	–	637
2023 Q3	$2.71M	Buy	48,500 +6,000	+14%	+$360K	1.61%	10
2023 Q2	$2.56M	Buy	42,500 +11,500	+37%	+$715K	3.24%	5
2023 Q1	$1.92M	Buy	+31,000	New	+$1.88M	2.2%	9
2022 Q4	–	Sell	-12,000	Closed	-$672K	–	616
2022 Q3	$672K	Buy	12,000 +250	+2%	+$15.5K	0.47%	50
2022 Q2	$739K	Sell	11,750 -350	-3%	-$22.2K	0.54%	42
2022 Q1	$750K	Buy	+12,100	New	+$736K	0.71%	32
2019 Q4	–	Sell	-10,320	Closed	-$561K	–	930
2019 Q3	$561K	Sell	10,320 -20,290	-66%	-$1.09M	0.17%	81
2019 Q2	$1.56M	Sell	30,610 -18,010	-37%	-$883K	0.46%	30
2019 Q1	$2.28M	Buy	+48,620	New	+$2.27M	0.78%	22
2018 Q4	–	Sell	-11,700	Closed	-$540K	–	858
2018 Q3	$540K	Hold	11,700	–	–	0.13%	90
2018 Q2	$513K	Buy	+11,700	New	+$505K	0.2%	73

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

FNY Investment Advisers's KO Position: Q2 2026 in Review

FNY Investment Advisers reduced its Coca-Cola (KO) stake by 10% in Q2 2026, selling an estimated $121K and leaving 13,200 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #65.

FNY Investment Advisers first reported a position in KO in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.71M in Q3 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

FNY Investment Advisers held 13,200 shares of Coca-Cola worth $1.07M as of Q2 2026.
FNY Investment Advisers sold 1,530 Coca-Cola shares in Q2 2026, an estimated $121K.
Coca-Cola made up 0.39% of FNY Investment Advisers's portfolio in Q2 2026, its #65 holding.
FNY Investment Advisers first reported a position in Coca-Cola in Q2 2018 and has held it in 18 quarters since.
FNY Investment Advisers's Coca-Cola position peaked at $2.71M in Q3 2023.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.