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Key Client Fiduciary Advisors’s Coca-Cola KO Stock Holding History

Key Client Fiduciary 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 		$624K Buy
7,676
+935
+14% +$73.8K 0.18% 111
2026
Q1 		$513K Sell
6,741
-695
-9% -$52.5K 0.17% 122
2025
Q4 		$520K Buy
7,436
+1,214
+20% +$84.6K 0.18% 113
2025
Q3 		$413K Buy
6,222
+72
+1% +$4.96K 0.14% 133
2025
Q2 		$435K Sell
6,150
-27
-0.4% -$1.92K 0.18% 121
2025
Q1 		$442K Sell
6,177
-77
-1% -$5.14K 0.2% 110
2024
Q4 		$389K Buy
6,254
+102
+2% +$6.66K 0.17% 121
2024
Q3 		$442K Sell
6,152
-777
-11% -$53.2K 0.2% 109
2024
Q2 		$441K Buy
6,929
+67
+1% +$4.15K 0.22% 102
2024
Q1 		$420K Buy
6,862
+2,567
+60% +$154K 0.22% 113
2023
Q4 		$253K Sell
4,295
-220
-5% -$12.5K 0.15% 146
2023
Q3 		$253K Buy
4,515
+181
+4% +$10.9K 0.16% 140
2023
Q2 		$261K Buy
4,334
+350
+9% +$21.8K 0.15% 145
2023
Q1 		$247K Buy
3,984
+457
+13% +$27.7K 0.15% 142
2022
Q4 		$224K Buy
+3,527
New +$213K 0.15% 140
2022
Q1 		– Sell
-3,591
Closed -$213K – 134
2021
Q4 		$213K Buy
+3,591
New +$200K 0.18% 115

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

Key Client Fiduciary Advisors's KO Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $73.8K and bringing the position to 7,676 shares worth $624K. The position accounts for 0.18% of the portfolio, ranked #111.

Key Client Fiduciary Advisors first reported a position in KO in Q4 2021 and has held it in 16 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Key Client Fiduciary Advisors held 7,676 shares of Coca-Cola worth $624K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 935 Coca-Cola shares in Q2 2026, an estimated $73.8K.
  • Coca-Cola made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #111 holding.
  • Key Client Fiduciary Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.