Fortitude Advisory Group’s Coca-Cola KO Stock Holding History

Fortitude Advisory Group’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	$417K	Buy	5,126 +1	+0%	+$79	0.16%	123
2026 Q1	$390K	Sell	5,125 -100	-2%	-$7.56K	0.18%	124
2025 Q4	$365K	Sell	5,225 -57	-1%	-$3.97K	0.15%	111
2025 Q3	$350K	Sell	5,282 -50	-0.9%	-$3.44K	0.19%	117
2025 Q2	$377K	Buy	5,332 +8	+0.2%	+$570	0.22%	100
2025 Q1	$382K	Sell	5,324 -376	-7%	-$25.1K	0.27%	81
2024 Q4	$355K	Sell	5,700 -1,377	-19%	-$89.9K	0.21%	101
2024 Q3	$509K	Sell	7,077 -161	-2%	-$11K	0.32%	68
2024 Q2	$461K	Sell	7,238 -3,893	-35%	-$241K	0.28%	72
2024 Q1	$681K	Sell	11,131 -354	-3%	-$21.3K	0.38%	52
2023 Q4	$677K	Buy	11,485 +109	+1%	+$6.19K	0.41%	48
2023 Q3	$637K	Buy	11,376 +157	+1%	+$9.42K	0.43%	47
2023 Q2	$676K	Sell	11,219 -344	-3%	-$21.4K	0.5%	43
2023 Q1	$717K	Sell	11,563 -325	-3%	-$19.7K	0.56%	42
2022 Q4	$756K	Buy	11,888 +180	+2%	+$10.9K	0.64%	35
2022 Q3	$656K	Buy	11,708 +146	+1%	+$9.07K	0.62%	40
2022 Q2	$727K	Sell	11,562 -830	-7%	-$52.6K	0.66%	38
2022 Q1	$770K	Buy	12,392 +66	+0.5%	+$4.01K	0.41%	40
2021 Q4	$729K	Buy	+12,326	New	+$686K	0.37%	42

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's KO Position: Q2 2026 in Review

Fortitude Advisory Group increased its Coca-Cola (KO) stake by 0.02% in Q2 2026, buying an estimated $79 and bringing the position to 5,126 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #123.

Fortitude Advisory Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q1 2022. 1,473 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fortitude Advisory Group held 5,126 shares of Coca-Cola worth $417K as of Q2 2026.
Fortitude Advisory Group bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.16% of Fortitude Advisory Group's portfolio in Q2 2026, its #123 holding.
Fortitude Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Coca-Cola position peaked at $770K in Q1 2022.
1,473 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.