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Greystone Financial Group’s Coca-Cola KO Stock Holding History

Greystone Financial Group’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 		$5.65M Sell
69,491
-2,611
-4% -$206K 1.58% 32
2026
Q1 		$5.48M Sell
72,102
-47,149
-40% -$3.56M 1.55% 33
2025
Q4 		$8.34M Buy
119,251
+15,179
+15% +$1.06M 1.3% 35
2025
Q3 		$6.9M Buy
104,072
+1,098
+1% +$75.6K 1.07% 38
2025
Q2 		$7.29M Buy
102,974
+362
+0.4% +$25.8K 1.2% 36
2025
Q1 		$7.35M Sell
102,612
-5,772
-5% -$385K 1.33% 36
2024
Q4 		$6.75M Buy
+108,384
New +$7.07M 1.17% 36
2024
Q1 		– Sell
-109,502
Closed -$6.45M – 118
2023
Q4 		$6.45M Sell
109,502
-36,618
-25% -$2.08M 1.49% 27
2023
Q3 		$8.18M Buy
146,120
+2,213
+2% +$133K 2.04% 18
2023
Q2 		$8.67M Sell
143,907
-1,426
-1% -$88.7K 2.01% 14
2023
Q1 		$9.01M Buy
145,333
+4,547
+3% +$275K 2.27% 12
2022
Q4 		$8.96M Buy
140,786
+22,752
+19% +$1.37M 2.63% 9
2022
Q3 		$6.61M Buy
118,034
+56,597
+92% +$3.52M 2.24% 28
2022
Q2 		$3.87M Sell
61,437
-73,442
-54% -$4.66M 1.2% 37
2022
Q1 		$8.36M Buy
134,879
+1,073
+0.8% +$65.3K 2.11% 21
2021
Q4 		$7.92M Buy
133,806
+30,523
+30% +$1.7M 1.9% 23
2021
Q3 		$5.42M Sell
103,283
-26,437
-20% -$1.47M 1.61% 33
2021
Q2 		$7.02M Buy
129,720
+742
+0.6% +$40.4K 1.75% 25
2021
Q1 		$7.01M Buy
128,978
+124,842
+3,018% +$6.28M 1.76% 33
2020
Q4 		$206K Buy
+4,136
New +$214K 0.06% 94

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Greystone Financial Group's KO Position: Q2 2026 in Review

Greystone Financial Group reduced its Coca-Cola (KO) stake by 3.6% in Q2 2026, selling an estimated $206K and leaving 69,491 shares worth $5.65M. The position accounts for 1.58% of the portfolio, ranked #32.

Greystone Financial Group first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.01M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Greystone Financial Group held 69,491 shares of Coca-Cola worth $5.65M as of Q2 2026.
  • Greystone Financial Group sold 2,611 Coca-Cola shares in Q2 2026, an estimated $206K.
  • Coca-Cola made up 1.58% of Greystone Financial Group's portfolio in Q2 2026, its #32 holding.
  • Greystone Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Greystone Financial Group's Coca-Cola position peaked at $9.01M in Q1 2023.
  • 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.