Keating Financial Advisory Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$588K Sell
7,239
-583
-7% -$46K 0.08% 169
2026
Q1
$595K Sell
7,822
-7,333
-48% -$554K 0.1% 138
2025
Q4
$1.06M Buy
+15,155
New +$1.06M 0.14% 123

Other funds holding KO

Keating Financial Advisory Services's KO Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $46K and leaving 7,239 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #169.

Keating Financial Advisory Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Keating Financial Advisory Services held 7,239 shares of Coca-Cola worth $588K as of Q2 2026.
  • Keating Financial Advisory Services sold 583 Coca-Cola shares in Q2 2026, an estimated $46K.
  • Coca-Cola made up 0.08% of Keating Financial Advisory Services's portfolio in Q2 2026, its #169 holding.
  • Keating Financial Advisory Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Coca-Cola position peaked at $1.06M in Q4 2025.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.