KFG Wealth Management’s Coca-Cola KO Stock Holding History

KFG Wealth Management’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	$275K	Sell	3,379 -142	-4%	-$11.2K	0.03%	188
2026 Q1	$268K	Buy	3,521 +266	+8%	+$20.1K	0.03%	186
2025 Q4	$228K	Sell	3,255 -1,817	-36%	-$127K	0.03%	198
2025 Q3	$336K	Sell	5,072 -221	-4%	-$15.2K	0.05%	156
2025 Q2	$374K	Buy	5,293 +1,116	+27%	+$79.5K	0.06%	142
2025 Q1	$299K	Buy	4,177 +51	+1%	+$3.41K	0.05%	155
2024 Q4	$257K	Sell	4,126 -162	-4%	-$10.6K	0.05%	163
2024 Q3	$308K	Sell	4,288 -1,056	-20%	-$72.3K	0.07%	141
2024 Q2	$340K	Buy	5,344 +390	+8%	+$24.1K	0.13%	114
2024 Q1	$303K	Buy	4,954 +387	+8%	+$23.2K	0.12%	119
2023 Q4	$269K	Buy	4,567 +46	+1%	+$2.61K	0.12%	109
2023 Q3	$253K	Buy	4,521 +291	+7%	+$17.5K	0.14%	110
2023 Q2	$255K	Buy	+4,230	New	+$263K	0.15%	101

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KFG Wealth Management's KO Position: Q2 2026 in Review

KFG Wealth Management reduced its Coca-Cola (KO) stake by 4% in Q2 2026, selling an estimated $11.2K and leaving 3,379 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #188.

KFG Wealth Management first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $374K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

KFG Wealth Management held 3,379 shares of Coca-Cola worth $275K as of Q2 2026.
KFG Wealth Management sold 142 Coca-Cola shares in Q2 2026, an estimated $11.2K.
Coca-Cola made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #188 holding.
KFG Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
KFG Wealth Management's Coca-Cola position peaked at $374K in Q2 2025.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.