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Fortune Financial Advisors’s Coca-Cola KO Stock Holding History

Fortune Financial 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 		$269K Hold
3,307
– – 0.12% 139
2026
Q1 		$252K Sell
3,307
-129
-4% -$9.75K 0.13% 135
2025
Q4 		$240K Hold
3,436
– – 0.16% 90
2025
Q3 		$228K Hold
3,436
– – 0.17% 89
2025
Q2 		$243K Hold
3,436
– – 0.2% 85
2025
Q1 		$246K Buy
3,436
+196
+6% +$13.1K 0.21% 86
2024
Q4 		$202K Hold
3,240
– – 0.18% 87
2024
Q3 		$233K Hold
3,240
– – 0.21% 85
2024
Q2 		$206K Sell
3,240
-53
-2% -$3.28K 0.13% 120
2024
Q1 		$201K Buy
+3,293
New +$198K 0.13% 129

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

Fortune Financial Advisors's KO Position: Q2 2026 in Review

Fortune Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,307 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #139.

Fortune Financial Advisors first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fortune Financial Advisors held 3,307 shares of Coca-Cola worth $269K as of Q2 2026.
  • Fortune Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.12% of Fortune Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Fortune Financial Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.