Guardian Asset Advisors’s Coca-Cola KO Stock Holding History

Guardian Asset Advisors’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	$392K	Sell	4,818 -26	-0.5%	-$2.05K	0.18%	89
2026 Q1	$368K	Sell	4,844 -148	-3%	-$11.2K	0.22%	72
2025 Q4	$349K	Sell	4,992 -28	-0.6%	-$1.95K	0.18%	84
2025 Q3	$333K	Buy	5,020 +4	+0.1%	+$275	0.18%	83
2025 Q2	$355K	Sell	5,016 -36	-0.7%	-$2.56K	0.2%	78
2025 Q1	$362K	Sell	5,052 -100	-2%	-$6.68K	0.24%	76
2024 Q4	$321K	Sell	5,152 -29	-0.6%	-$1.89K	0.21%	80
2024 Q3	$372K	Sell	5,181 -35	-0.7%	-$2.4K	0.25%	73
2024 Q2	$332K	Buy	5,216 +94	+2%	+$5.82K	0.24%	73
2024 Q1	$313K	Buy	5,122 +60	+1%	+$3.6K	0.26%	74
2023 Q4	$298K	Buy	+5,062	New	+$288K	0.28%	72

Other funds holding KO

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Guardian Asset Advisors's KO Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Coca-Cola (KO) stake by 0.54% in Q2 2026, selling an estimated $2.05K and leaving 4,818 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #89.

Guardian Asset Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,330 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Guardian Asset Advisors held 4,818 shares of Coca-Cola worth $392K as of Q2 2026.
Guardian Asset Advisors sold 26 Coca-Cola shares in Q2 2026, an estimated $2.05K.
Coca-Cola made up 0.18% of Guardian Asset Advisors's portfolio in Q2 2026, its #89 holding.
Guardian Asset Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,330 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.