Global Financial Private Client’s Coca-Cola KO Stock Holding History

Global Financial Private Client’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	$663K	Buy	8,154 +18	+0.2%	+$1.42K	0.18%	141
2026 Q1	$619K	Buy	8,136 +191	+2%	+$14.4K	0.2%	135
2025 Q4	$555K	Buy	7,945 +85	+1%	+$5.93K	0.19%	137
2025 Q3	$521K	Buy	7,860 +207	+3%	+$14.2K	0.19%	137
2025 Q2	$541K	Sell	7,653 -10	-0.1%	-$712	0.2%	130
2025 Q1	$549K	Buy	7,663 +96	+1%	+$6.41K	0.21%	119
2024 Q4	$471K	Sell	7,567 -90	-1%	-$5.88K	0.18%	138
2024 Q3	$550K	Buy	7,657 +615	+9%	+$42.1K	0.21%	121
2024 Q2	$448K	Hold	7,042	–	–	0.19%	132
2024 Q1	$427K	Hold	7,042	–	–	0.18%	133
2023 Q4	$415K	Sell	7,042 -510	-7%	-$29K	0.19%	127
2023 Q3	$419K	Hold	7,552	–	–	0.22%	110
2023 Q2	$458K	Sell	7,552 -115	-1%	-$7.15K	0.23%	107
2023 Q1	$478K	Buy	7,667 +510	+7%	+$30.9K	0.25%	98
2022 Q4	$455K	Hold	7,157	–	–	0.25%	90
2022 Q3	$405K	Sell	7,157 -64	-0.9%	-$3.98K	0.23%	99
2022 Q2	$465K	Buy	7,221 +155	+2%	+$9.82K	0.26%	85
2022 Q1	$444K	Hold	7,066	–	–	0.21%	98
2021 Q4	$418K	Hold	7,066	–	–	0.2%	99
2021 Q3	$375K	Buy	7,066 +36	+0.5%	+$2.01K	0.19%	106
2021 Q2	$379K	Buy	7,030 +34	+0.5%	+$1.85K	0.21%	100
2021 Q1	$367K	Buy	6,996 +35	+0.5%	+$1.76K	0.26%	80
2020 Q4	$382K	Buy	6,961 +33	+0.5%	+$1.71K	0.3%	70
2020 Q3	$341K	Sell	6,928 -800	-10%	-$38.5K	0.3%	70
2020 Q2	$346K	Sell	7,728 -105	-1%	-$4.84K	0.3%	72
2020 Q1	$330K	Sell	7,833 -3,795	-33%	-$205K	0.35%	67
2019 Q4	$644K	Buy	+11,628	New	+$625K	0.54%	45

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 Financial Private Client's KO Position: Q2 2026 in Review

Global Financial Private Client increased its Coca-Cola (KO) stake by 0.22% in Q2 2026, buying an estimated $1.42K and bringing the position to 8,154 shares worth $663K. The position accounts for 0.18% of the portfolio, ranked #141.

Global Financial Private Client first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Global Financial Private Client held 8,154 shares of Coca-Cola worth $663K as of Q2 2026.
Global Financial Private Client bought 18 Coca-Cola shares in Q2 2026, an estimated $1.42K.
Coca-Cola made up 0.18% of Global Financial Private Client's portfolio in Q2 2026, its #141 holding.
Global Financial Private Client first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.