KPP Advisory Services’s Coca-Cola KO Stock Holding History

KPP Advisory Services’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	$1.42M	Buy	17,504 +385	+2%	+$30.4K	0.18%	113
2026 Q1	$1.3M	Sell	17,119 -640	-4%	-$48.4K	0.19%	113
2025 Q4	$1.24M	Buy	17,759 +2,183	+14%	+$152K	0.18%	116
2025 Q3	$1.03M	Buy	15,576 +2,741	+21%	+$189K	0.15%	131
2025 Q2	$908K	Buy	12,835 +982	+8%	+$70K	0.15%	132
2025 Q1	$849K	Buy	11,853 +7,289	+160%	+$487K	0.16%	125
2024 Q4	$284K	Buy	4,564 +628	+16%	+$41K	0.07%	205
2024 Q3	$283K	Buy	3,936 +19	+0.5%	+$1.3K	0.07%	206
2024 Q2	$249K	Sell	3,917 -99	-2%	-$6.13K	0.07%	206
2024 Q1	$246K	Sell	4,016 -1,871	-32%	-$112K	0.07%	208
2023 Q4	$347K	Buy	5,887 +232	+4%	+$13.2K	0.3%	83
2023 Q3	$317K	Buy	+5,655	New	+$339K	0.1%	144

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

KPP Advisory Services's KO Position: Q2 2026 in Review

KPP Advisory Services increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $30.4K and bringing the position to 17,504 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #113.

KPP Advisory Services first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

KPP Advisory Services held 17,504 shares of Coca-Cola worth $1.42M as of Q2 2026.
KPP Advisory Services bought 385 Coca-Cola shares in Q2 2026, an estimated $30.4K.
Coca-Cola made up 0.18% of KPP Advisory Services's portfolio in Q2 2026, its #113 holding.
KPP Advisory Services first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.