Krilogy Financial’s Coca-Cola KO Stock Holding History

Krilogy Financial’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	$1.24M	Buy	15,311 +1,030	+7%	+$81.3K	0.04%	330
2026 Q1	$1.07M	Buy	14,281 +2,134	+18%	+$161K	0.03%	348
2025 Q4	$881K	Buy	12,147 +1,940	+19%	+$135K	0.03%	380
2025 Q3	$699K	Buy	10,207 +37	+0.4%	+$2.55K	0.03%	425
2025 Q2	$720K	Sell	10,170 -1,378	-12%	-$98.2K	0.04%	200
2025 Q1	$827K	Buy	11,548 +584	+5%	+$39K	0.05%	178
2024 Q4	$683K	Buy	10,964 +690	+7%	+$45K	0.05%	186
2024 Q3	$738K	Buy	+10,274	New	+$704K	0.05%	180
2023 Q2	–	Sell	-4,764	Closed	-$296K	–	305
2023 Q1	$296K	Sell	4,764 -525	-10%	-$31.8K	0.02%	335
2022 Q4	$336K	Buy	5,289 +347	+7%	+$20.9K	0.03%	305
2022 Q3	$277K	Buy	4,942 +666	+16%	+$41.4K	0.03%	263
2022 Q2	$269K	Sell	4,276 -328	-7%	-$20.8K	0.03%	265
2022 Q1	$285K	Sell	4,604 -21,064	-82%	-$1.28M	0.03%	255
2021 Q4	$1.52M	Buy	25,668 +75	+0.3%	+$4.18K	0.15%	93
2021 Q3	$1.34M	Buy	25,593 +265	+1%	+$14.8K	0.13%	109
2021 Q2	$1.37M	Sell	25,328 -664	-3%	-$36.1K	0.14%	105
2021 Q1	$1.37M	Sell	25,992 -1,640	-6%	-$82.5K	0.14%	94
2020 Q4	$1.51M	Buy	27,632 +723	+3%	+$37.4K	0.18%	79
2020 Q3	$1.33M	Buy	26,909 +1,545	+6%	+$74.3K	0.18%	78
2020 Q2	$1.13M	Buy	+25,364	New	+$1.17M	0.17%	85
2018 Q4	–	Sell	-1,633	Closed	-$75K	–	425
2018 Q3	$75K	Sell	1,633 -6,953	-81%	-$318K	0.02%	261
2018 Q2	$377K	Sell	8,586 -29	-0.3%	-$1.25K	0.1%	94
2018 Q1	$374K	Sell	8,615 -342	-4%	-$15.4K	0.09%	102
2017 Q4	$411K	Sell	8,957 -1,037	-10%	-$47.7K	0.1%	95
2017 Q3	$450K	Sell	9,994 -34	-0.3%	-$1.55K	0.11%	84
2017 Q2	$450K	Sell	10,028 -1,398	-12%	-$61.8K	0.13%	73
2017 Q1	$474K	Hold	11,426	–	–	0.15%	70
2016 Q4	$474K	Buy	11,426 +23	+0.2%	+$957	0.15%	70
2016 Q3	$483K	Buy	11,403 +52	+0.5%	+$2.28K	0.15%	65
2016 Q2	$515K	Buy	11,351 +1,312	+13%	+$59.3K	0.18%	67
2016 Q1	$466K	Buy	10,039 +1,397	+16%	+$60.8K	0.19%	56
2015 Q4	$371K	Buy	8,642 +50	+0.6%	+$2.12K	0.34%	37
2015 Q3	$345K	Buy	+8,592	New	+$344K	0.16%	64

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

Krilogy Financial's KO Position: Q2 2026 in Review

Krilogy Financial increased its Coca-Cola (KO) stake by 7.2% in Q2 2026, buying an estimated $81.3K and bringing the position to 15,311 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #330.

Krilogy Financial first reported a position in KO in Q3 2015 and has held it in 33 quarters since. The position peaked at $1.52M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Krilogy Financial held 15,311 shares of Coca-Cola worth $1.24M as of Q2 2026.
Krilogy Financial bought 1,030 Coca-Cola shares in Q2 2026, an estimated $81.3K.
Coca-Cola made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #330 holding.
Krilogy Financial first reported a position in Coca-Cola in Q3 2015 and has held it in 33 quarters since.
Krilogy Financial's Coca-Cola position peaked at $1.52M in Q4 2021.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.