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KMG Fiduciary Partners’s Coca-Cola KO Stock Holding History

KMG Fiduciary Partners’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 		$12.9M Sell
158,556
-18,569
-10% -$1.47M 1.2% 22
2026
Q1 		$13.5M Sell
177,125
-797
-0.4% -$60.3K 1% 21
2025
Q4 		$12.4M Buy
177,922
+3,767
+2% +$263K 0.88% 24
2025
Q3 		$11.5M Buy
174,155
+5,069
+3% +$349K 0.78% 30
2025
Q2 		$12M Buy
169,086
+174
+0.1% +$12.4K 0.89% 25
2025
Q1 		$12.1M Sell
168,912
-24,441
-13% -$1.63M 1% 23
2024
Q4 		$12M Buy
193,353
+5,345
+3% +$349K 1% 23
2024
Q3 		$13.5M Sell
188,008
-11,954
-6% -$819K 1.17% 20
2024
Q2 		$12.7M Buy
199,962
+2,648
+1% +$164K 1.25% 17
2024
Q1 		$12.1M Buy
197,314
+31,476
+19% +$1.89M 1.25% 18
2023
Q4 		$9.77M Buy
165,838
+4,191
+3% +$238K 1.14% 19
2023
Q3 		$9.05M Buy
161,647
+1,475
+0.9% +$88.5K 1.2% 18
2023
Q2 		$9.65M Buy
160,172
+15,389
+11% +$957K 1.25% 16
2023
Q1 		$8.98M Buy
144,783
+2,625
+2% +$159K 1.29% 15
2022
Q4 		$9.04M Buy
142,158
+6,921
+5% +$418K 1.48% 12
2022
Q3 		$7.58M Sell
135,237
-8,553
-6% -$532K 1.46% 12
2022
Q2 		$9.05M Buy
143,790
+3,383
+2% +$214K 1.69% 10
2022
Q1 		$8.71M Buy
140,407
+3,118
+2% +$190K 1.39% 13
2021
Q4 		$8.13M Buy
137,289
+4,786
+4% +$267K 1.26% 18
2021
Q3 		$6.95M Buy
132,503
+4,243
+3% +$237K 1.18% 20
2021
Q2 		$6.94M Buy
128,260
+3,233
+3% +$176K 1.22% 20
2021
Q1 		$6.59M Buy
125,027
+2,263
+2% +$114K 1.29% 21
2020
Q4 		$6.41M Buy
122,764
+7,682
+7% +$397K 1.35% 20
2020
Q3 		$5.68M Buy
115,082
+3,418
+3% +$164K 1.41% 19
2020
Q2 		$4.99M Buy
111,664
+2,956
+3% +$136K 1.39% 20
2020
Q1 		$4.81M Buy
108,708
+437
+0.4% +$23.6K 1.56% 19
2019
Q4 		$5.99M Buy
108,271
+1,264
+1% +$68K 1.83% 20
2019
Q3 		$5.83M Buy
107,007
+1,349
+1% +$72.2K 1.98% 19
2019
Q2 		$5.38M Buy
105,658
+2,287
+2% +$112K 1.95% 19
2019
Q1 		$4.84M Buy
103,371
+2,805
+3% +$131K 1.84% 20
2018
Q4 		$4.76M Buy
+100,566
New +$4.81M 2.16% 17

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
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KMG Fiduciary Partners's KO Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Coca-Cola (KO) stake by 10% in Q2 2026, selling an estimated $1.47M and leaving 158,556 shares worth $12.9M. The position accounts for 1.2% of the portfolio, ranked #22.

KMG Fiduciary Partners first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • KMG Fiduciary Partners held 158,556 shares of Coca-Cola worth $12.9M as of Q2 2026.
  • KMG Fiduciary Partners sold 18,569 Coca-Cola shares in Q2 2026, an estimated $1.47M.
  • Coca-Cola made up 1.2% of KMG Fiduciary Partners's portfolio in Q2 2026, its #22 holding.
  • KMG Fiduciary Partners first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Coca-Cola position peaked at $13.5M in Q3 2024.
  • 1,472 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.