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Key Financial Inc’s Coca-Cola KO Stock Holding History

Key Financial Inc’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 		$1.37M Sell
16,899
-4,920
-23% -$389K 0.22% 89
2026
Q1 		$1.66M Sell
21,819
-691
-3% -$52.2K 0.3% 64
2025
Q4 		$1.57M Buy
22,510
+7
+0% +$488 0.29% 63
2025
Q3 		$1.5M Sell
22,503
-509
-2% -$35K 0.28% 68
2025
Q2 		$1.63M Sell
23,012
-734
-3% -$52.3K 0.33% 58
2025
Q1 		$1.7M Sell
23,746
-201
-0.8% -$13.4K 0.37% 55
2024
Q4 		$1.49M Buy
23,947
+502
+2% +$32.8K 0.34% 58
2024
Q3 		$1.68M Buy
23,445
+54
+0.2% +$3.7K 0.37% 54
2024
Q2 		$1.49M Buy
23,391
+747
+3% +$46.2K 0.36% 54
2024
Q1 		$1.39M Sell
22,644
-1,555
-6% -$93.4K 0.35% 55
2023
Q4 		$1.43M Buy
24,199
+15
+0.1% +$852 0.39% 54
2023
Q3 		$1.35M Buy
24,184
+7
+0% +$420 0.46% 48
2023
Q2 		$1.46M Buy
24,177
+538
+2% +$33.5K 0.48% 45
2023
Q1 		$1.47M Sell
23,639
-498
-2% -$30.2K 0.53% 40
2022
Q4 		$1.35M Hold
24,137
– – 0.64% 33
2022
Q3 		$1.35M Buy
24,137
+15,360
+175% +$955K 0.64% 33
2022
Q2 		$565K Buy
8,777
+179
+2% +$11.3K 0.31% 62
2022
Q1 		$533K Buy
8,598
+99
+1% +$6.02K 0.26% 70
2021
Q4 		$503K Buy
8,499
+13
+0.2% +$724 0.25% 75
2021
Q3 		$445K Sell
8,486
-965
-10% -$53.8K 0.25% 77
2021
Q2 		$539K Buy
9,451
+2,704
+40% +$147K 0.3% 64
2021
Q1 		$356K Buy
6,747
+163
+2% +$8.2K 0.23% 88
2020
Q4 		$361K Sell
6,584
-141
-2% -$7.29K 0.27% 73
2020
Q3 		$332K Sell
6,725
-626
-9% -$30.1K 0.34% 73
2020
Q2 		$326K Buy
7,351
+663
+10% +$30.5K 0.37% 66
2020
Q1 		$301K Hold
6,688
– – 0.31% 63
2019
Q4 		$370K Buy
+6,688
New +$360K 0.35% 65

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Key Financial Inc's KO Position: Q2 2026 in Review

Key Financial Inc reduced its Coca-Cola (KO) stake by 23% in Q2 2026, selling an estimated $389K and leaving 16,899 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #89.

Key Financial Inc first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q1 2025. 1,511 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Key Financial Inc held 16,899 shares of Coca-Cola worth $1.37M as of Q2 2026.
  • Key Financial Inc sold 4,920 Coca-Cola shares in Q2 2026, an estimated $389K.
  • Coca-Cola made up 0.22% of Key Financial Inc's portfolio in Q2 2026, its #89 holding.
  • Key Financial Inc first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Coca-Cola position peaked at $1.7M in Q1 2025.
  • 1,511 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.