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Forum Financial Management’s Coca-Cola KO Stock Holding History

Forum Financial Management’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 		$1.77M Buy
21,837
+305
+1% +$24.1K 0.02% 94
2026
Q1 		$1.64M Sell
21,532
-22,384
-51% -$1.69M 0.02% 89
2025
Q4 		$3.07M Sell
43,916
-155
-0.4% -$10.8K 0.04% 103
2025
Q3 		$2.92M Buy
44,071
+2,275
+5% +$157K 0.04% 102
2025
Q2 		$2.96M Sell
41,796
-2,982
-7% -$212K 0.05% 88
2025
Q1 		$3.21M Sell
44,778
-1,630
-4% -$109K 0.05% 77
2024
Q4 		$2.89M Buy
46,408
+9,161
+25% +$598K 0.05% 82
2024
Q3 		$2.68M Buy
37,247
+2,262
+6% +$155K 0.04% 79
2024
Q2 		$2.23M Sell
34,985
-872
-2% -$54K 0.04% 86
2024
Q1 		$2.19M Sell
35,857
-60
-0.2% -$3.6K 0.04% 100
2023
Q4 		$2.12M Sell
35,917
-4,194
-10% -$238K 0.04% 85
2023
Q3 		$2.25M Sell
40,111
-1,996
-5% -$120K 0.05% 78
2023
Q2 		$2.54M Buy
42,107
+3,395
+9% +$211K 0.06% 68
2023
Q1 		$2.4M Sell
38,712
-1,325
-3% -$80.2K 0.07% 67
2022
Q4 		$2.55M Buy
40,037
+5,148
+15% +$311K 0.08% 59
2022
Q3 		$1.95M Sell
34,889
-1,462
-4% -$90.9K 0.09% 61
2022
Q2 		$2.29M Buy
36,351
+3,819
+12% +$242K 0.12% 52
2022
Q1 		$2.02M Buy
32,532
+4,211
+15% +$256K 0.1% 62
2021
Q4 		$1.68M Buy
+28,321
New +$1.58M 0.09% 73

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

Forum Financial Management's KO Position: Q2 2026 in Review

Forum Financial Management increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $24.1K and bringing the position to 21,837 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #94.

Forum Financial Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Forum Financial Management held 21,837 shares of Coca-Cola worth $1.77M as of Q2 2026.
  • Forum Financial Management bought 305 Coca-Cola shares in Q2 2026, an estimated $24.1K.
  • Coca-Cola made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #94 holding.
  • Forum Financial Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Coca-Cola position peaked at $3.21M in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.