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KFA Private Wealth Group’s Coca-Cola KO Stock Holding History

KFA Private Wealth 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 		$527K Sell
6,480
-2,409
-27% -$190K 0.13% 78
2026
Q1 		$676K Hold
8,889
– – 0.16% 67
2025
Q4 		$621K Buy
8,889
+10
+0.1% +$697 0.15% 68
2025
Q3 		$589K Buy
8,879
+418
+5% +$28.8K 0.17% 68
2025
Q2 		$599K Sell
8,461
-208
-2% -$14.8K 0.19% 65
2025
Q1 		$621K Buy
8,669
+2,771
+47% +$185K 0.22% 54
2024
Q4 		$367K Buy
5,898
+276
+5% +$18K 0.15% 62
2024
Q3 		$404K Sell
5,622
-2,017
-26% -$138K 0.19% 54
2024
Q2 		$487K Sell
7,639
-7,124
-48% -$441K 0.25% 45
2024
Q1 		$903K Buy
14,763
+702
+5% +$42.2K 0.28% 37
2023
Q4 		$829K Sell
14,061
-125
-0.9% -$7.1K 0.3% 33
2023
Q3 		$794K Buy
14,186
+240
+2% +$14.4K 0.33% 34
2023
Q2 		$840K Sell
13,946
-19
-0.1% -$1.18K 0.35% 32
2023
Q1 		$866K Buy
13,965
+3,943
+39% +$239K 0.39% 31
2022
Q4 		$638K Buy
10,022
+391
+4% +$23.6K 0.33% 31
2022
Q3 		$540K Buy
9,631
+84
+0.9% +$5.22K 0.29% 34
2022
Q2 		$601K Sell
9,547
-162
-2% -$10.3K 0.33% 35
2022
Q1 		$602K Buy
9,709
+325
+3% +$19.8K 0.3% 37
2021
Q4 		$556K Sell
9,384
-148
-2% -$8.24K 0.28% 38
2021
Q3 		$500K Sell
9,532
-104
-1% -$5.8K 0.27% 39
2021
Q2 		$521K Buy
9,636
+2
+0% +$109 0.28% 38
2021
Q1 		$508K Buy
9,634
+1,613
+20% +$81.2K 0.3% 39
2020
Q4 		$440K Sell
8,021
-522
-6% -$27K 0.28% 38
2020
Q3 		$422K Sell
8,543
-435
-5% -$20.9K 0.32% 39
2020
Q2 		$401K Buy
8,978
+513
+6% +$23.6K 0.39% 32
2020
Q1 		$375K Buy
8,465
+244
+3% +$13.2K 0.44% 30
2019
Q4 		$455K Buy
+8,221
New +$442K 0.42% 30

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

KFA Private Wealth Group's KO Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $190K and leaving 6,480 shares worth $527K. The position accounts for 0.13% of the portfolio, ranked #78.

KFA Private Wealth Group first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $903K in Q1 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • KFA Private Wealth Group held 6,480 shares of Coca-Cola worth $527K as of Q2 2026.
  • KFA Private Wealth Group sold 2,409 Coca-Cola shares in Q2 2026, an estimated $190K.
  • Coca-Cola made up 0.13% of KFA Private Wealth Group's portfolio in Q2 2026, its #78 holding.
  • KFA Private Wealth Group first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's Coca-Cola position peaked at $903K in Q1 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.