Global Assets Advisory’s Coca-Cola KO Stock Holding History

Global Assets Advisory’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	$496K	Buy	6,086 +760	+14%	+$60K	0.11%	193
2026 Q1	$405K	Buy	5,326 +38	+0.7%	+$2.87K	0.12%	145
2025 Q4	$370K	Sell	5,288 -81	-2%	-$5.65K	0.11%	194
2025 Q3	$356K	Buy	5,369 +10	+0.2%	+$688	0.11%	187
2025 Q2	$384K	Sell	5,359 -7,256	-58%	-$517K	0.15%	137
2025 Q1	$884K	Buy	12,615 +7,160	+131%	+$478K	0.17%	120
2024 Q4	$337K	Sell	5,455 -94	-2%	-$6.14K	0.19%	112
2024 Q3	$398K	Buy	5,549 +230	+4%	+$15.8K	0.22%	101
2024 Q2	$339K	Sell	5,319 -296,673	-98%	-$18.4M	0.54%	39
2024 Q1	$4.98M	Buy	+301,992	New	+$18.1M	0.23%	90
2023 Q4	–	Sell	-3,928	Closed	-$220K	–	93
2023 Q3	$220K	Buy	3,928 +104	+3%	+$6.24K	0.19%	114
2023 Q2	$230K	Hold	3,824	–	–	0.21%	106
2023 Q1	$243K	Hold	3,824	–	–	0.25%	100
2022 Q4	$243K	Hold	3,824	–	–	0.26%	110
2022 Q3	$229K	Sell	3,824 -34	-0.9%	-$2.11K	0.23%	121
2022 Q2	$243K	Buy	+3,858	New	+$245K	0.52%	54

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

Global Assets Advisory's KO Position: Q2 2026 in Review

Global Assets Advisory increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $60K and bringing the position to 6,086 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #193.

Global Assets Advisory first reported a position in KO in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.98M in Q1 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Global Assets Advisory held 6,086 shares of Coca-Cola worth $496K as of Q2 2026.
Global Assets Advisory bought 760 Coca-Cola shares in Q2 2026, an estimated $60K.
Coca-Cola made up 0.11% of Global Assets Advisory's portfolio in Q2 2026, its #193 holding.
Global Assets Advisory first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
Global Assets Advisory's Coca-Cola position peaked at $4.98M in Q1 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.