Holistic Financial Partners’s Coca-Cola KO Stock Holding History

Holistic Financial Partners’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	$486K	Sell	5,977 -2,036	-25%	-$161K	0.3%	52
2026 Q1	$609K	Sell	8,013 -257	-3%	-$19.4K	0.23%	50
2025 Q4	$578K	Sell	8,270 -715	-8%	-$49.8K	0.21%	55
2025 Q3	$596K	Sell	8,985 -62	-0.7%	-$4.27K	0.24%	51
2025 Q2	$640K	Buy	9,047 +1,111	+14%	+$79.1K	0.28%	45
2025 Q1	$568K	Buy	7,936 +3,783	+91%	+$253K	0.27%	48
2024 Q4	$259K	Sell	4,153 -436	-10%	-$28.5K	0.13%	98
2024 Q3	$330K	Buy	4,589 +1,035	+29%	+$70.9K	0.16%	75
2024 Q2	$226K	Sell	3,554 -836	-19%	-$51.7K	0.11%	103
2024 Q1	$269K	Buy	4,390 +510	+13%	+$30.6K	0.14%	93
2023 Q4	$229K	Sell	3,880 -3,363	-46%	-$191K	0.14%	102
2023 Q3	$405K	Buy	7,243 +81	+1%	+$4.86K	0.27%	48
2023 Q2	$431K	Sell	7,162 -476	-6%	-$29.6K	0.3%	45
2023 Q1	$474K	Sell	7,638 -554	-7%	-$33.5K	0.37%	42
2022 Q4	$521K	Sell	8,192 -117	-1%	-$7.06K	0.47%	31
2022 Q3	$465K	Buy	8,309 +228	+3%	+$14.2K	0.46%	32
2022 Q2	$508K	Sell	8,081 -101	-1%	-$6.4K	0.48%	34
2022 Q1	$507K	Sell	8,182 -1,031	-11%	-$62.7K	0.32%	40
2021 Q4	$546K	Buy	9,213 +204	+2%	+$11.4K	0.32%	41
2021 Q3	$473K	Buy	9,009 +680	+8%	+$37.9K	0.29%	46
2021 Q2	$451K	Sell	8,329 -10	-0.1%	-$544	0.27%	53
2021 Q1	$440K	Buy	8,339 +16	+0.2%	+$805	0.29%	48
2020 Q4	$456K	Buy	8,323 +690	+9%	+$35.7K	0.31%	44
2020 Q3	$376K	Buy	7,633 +83	+1%	+$3.99K	0.3%	44
2020 Q2	$337K	Sell	7,550 -483	-6%	-$22.2K	0.29%	41
2020 Q1	$355K	Sell	8,033 -742	-8%	-$40.1K	0.37%	39
2019 Q4	$486K	Buy	8,775 +962	+12%	+$51.7K	0.29%	44
2019 Q3	$425K	Buy	7,813 +94	+1%	+$5.03K	0.38%	37
2019 Q2	$393K	Buy	7,719 +75	+1%	+$3.68K	0.39%	34
2019 Q1	$358K	Buy	7,644 +1,106	+17%	+$51.7K	0.15%	72
2018 Q4	$310K	Buy	6,538 +371	+6%	+$17.8K	0.32%	38
2018 Q3	$285K	Buy	+6,167	New	+$282K	0.27%	49
2018 Q2	–	Sell	-6,145	Closed	-$267K	–	211
2018 Q1	$267K	Buy	6,145 +30	+0.5%	+$1.35K	0.22%	50
2017 Q4	$281K	Buy	+6,115	New	+$281K	0.23%	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

Holistic Financial Partners's KO Position: Q2 2026 in Review

Holistic Financial Partners reduced its Coca-Cola (KO) stake by 25% in Q2 2026, selling an estimated $161K and leaving 5,977 shares worth $486K. The position accounts for 0.3% of the portfolio, ranked #52.

Holistic Financial Partners first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $640K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Holistic Financial Partners held 5,977 shares of Coca-Cola worth $486K as of Q2 2026.
Holistic Financial Partners sold 2,036 Coca-Cola shares in Q2 2026, an estimated $161K.
Coca-Cola made up 0.3% of Holistic Financial Partners's portfolio in Q2 2026, its #52 holding.
Holistic Financial Partners first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
Holistic Financial Partners's Coca-Cola position peaked at $640K in Q2 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.