Francis Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Francis Financial's KO Position: Q2 2026 in Review
Francis Financial increased its Coca-Cola (KO) stake by 17% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,238 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #116.
Francis Financial first reported a position in KO in Q3 2022 and has held it in 6 quarters since. The position peaked at $276K in Q1 2023. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Francis Financial held 3,238 shares of Coca-Cola worth $263K as of Q2 2026.
- Francis Financial bought 477 Coca-Cola shares in Q2 2026, an estimated $37.7K.
- Coca-Cola made up 0.04% of Francis Financial's portfolio in Q2 2026, its #116 holding.
- Francis Financial first reported a position in Coca-Cola in Q3 2022 and has held it in 6 quarters since.
- Francis Financial's Coca-Cola position peaked at $276K in Q1 2023.
- 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.