Fortis Group Advisors’s Coca-Cola KO Stock Holding History

Fortis Group 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	$530K	Sell	6,525 -906	-12%	-$71.6K	0.08%	180
2026 Q1	$584K	Sell	7,431 -191	-3%	-$14.4K	0.1%	179
2025 Q4	$569K	Sell	7,622 -564	-7%	-$39.3K	0.1%	196
2025 Q3	$563K	Sell	8,186 -269	-3%	-$18.5K	0.1%	154
2025 Q2	$575K	Buy	8,455 +1,638	+24%	+$117K	0.1%	151
2025 Q1	$488K	Buy	6,817 +903	+15%	+$60.3K	0.09%	139
2024 Q4	$368K	Sell	5,914 -18	-0.3%	-$1.18K	0.07%	149
2024 Q3	$426K	Buy	5,932 +59	+1%	+$4.04K	0.08%	137
2024 Q2	$374K	Buy	5,873 +993	+20%	+$61.5K	0.07%	134
2024 Q1	$299K	Sell	4,880 -812	-14%	-$48.8K	0.06%	167
2023 Q4	$351K	Buy	5,692 +317	+6%	+$18K	0.09%	91
2023 Q3	$332K	Buy	5,375 +339	+7%	+$20.3K	0.1%	89
2023 Q2	$303K	Sell	5,036 -31	-0.6%	-$1.93K	0.08%	106
2023 Q1	$325K	Buy	+5,067	New	+$307K	0.1%	90
2020 Q3	$754K	Buy	+15,286	New	+$735K	0.15%	77

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

Fortis Group Advisors's KO Position: Q2 2026 in Review

Fortis Group Advisors reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $71.6K and leaving 6,525 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #180.

Fortis Group Advisors first reported a position in KO in Q3 2020 and has held it in 15 quarters since. The position peaked at $754K in Q3 2020. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fortis Group Advisors held 6,525 shares of Coca-Cola worth $530K as of Q2 2026.
Fortis Group Advisors sold 906 Coca-Cola shares in Q2 2026, an estimated $71.6K.
Coca-Cola made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #180 holding.
Fortis Group Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Coca-Cola position peaked at $754K in Q3 2020.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.