KFG
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Kelly Financial Group’s Coca-Cola KO Stock Holding History

Kelly 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 		$335K Buy
4,097
+14
+0.3% +$1.11K 0.07% 73
2026
Q1 		$311K Hold
4,083
– – 0.08% 72
2025
Q4 		$285K Buy
4,083
+43
+1% +$3K 0.07% 69
2025
Q3 		$270K Sell
4,040
-68
-2% -$4.68K 0.07% 73
2025
Q2 		$293K Sell
4,108
-979
-19% -$69.7K 0.08% 65
2025
Q1 		$367K Sell
5,087
-253
-5% -$16.9K 0.11% 56
2024
Q4 		$332K Buy
+5,340
New +$349K 0.12% 51

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Kelly Financial Group increased its Coca-Cola (KO) stake by 0.34% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,097 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #73.

Kelly Financial Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kelly Financial Group held 4,097 shares of Coca-Cola worth $335K as of Q2 2026.
  • Kelly Financial Group bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
  • Coca-Cola made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #73 holding.
  • Kelly Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's Coca-Cola position peaked at $367K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.