Helen Stephens Group’s Coca-Cola KO Stock Holding History

Helen Stephens 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	$245K	Buy	2,991 +36	+1%	+$2.84K	0.04%	122
2026 Q1	$225K	Buy	+2,955	New	+$223K	0.04%	114

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

Helen Stephens Group's KO Position: Q2 2026 in Review

Helen Stephens Group increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $2.84K and bringing the position to 2,991 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #122.

Helen Stephens Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Helen Stephens Group held 2,991 shares of Coca-Cola worth $245K as of Q2 2026.
Helen Stephens Group bought 36 Coca-Cola shares in Q2 2026, an estimated $2.84K.
Coca-Cola made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #122 holding.
Helen Stephens Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.