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Latitude Advisors’s Coca-Cola KO Stock Holding History

Latitude Advisors’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 		$539K Buy
6,635
+234
+4% +$18.5K 0.22% 115
2026
Q1 		$487K Sell
6,401
-59
-0.9% -$4.46K 0.22% 111
2025
Q4 		$452K Buy
6,460
+754
+13% +$52.6K 0.2% 116
2025
Q3 		$378K Buy
5,706
+9
+0.2% +$619 0.17% 120
2025
Q2 		$403K Buy
5,697
+130
+2% +$9.26K 0.2% 111
2025
Q1 		$399K Sell
5,567
-311
-5% -$20.8K 0.23% 102
2024
Q4 		$366K Sell
5,878
-531
-8% -$34.7K 0.21% 107
2024
Q3 		$461K Buy
6,409
+12
+0.2% +$822 0.26% 98
2024
Q2 		$407K Buy
6,397
+212
+3% +$13.1K 0.25% 92
2024
Q1 		$378K Buy
6,185
+56
+0.9% +$3.36K 0.24% 99
2023
Q4 		$361K Sell
6,129
-265
-4% -$15.1K 0.25% 107
2023
Q3 		$358K Sell
6,394
-546
-8% -$32.7K 0.26% 97
2023
Q2 		$418K Buy
6,940
+2,798
+68% +$174K 0.29% 83
2023
Q1 		$257K Sell
4,142
-449
-10% -$27.2K 0.19% 129
2022
Q4 		$292K Sell
4,591
-276
-6% -$16.7K 0.22% 112
2022
Q3 		$273K Buy
4,867
+520
+12% +$32.3K 0.23% 105
2022
Q2 		$273K Sell
4,347
-7,778
-64% -$493K 0.25% 103
2022
Q1 		$752K Buy
12,125
+1,913
+19% +$116K 0.17% 127
2021
Q4 		$605K Buy
10,212
+1,200
+13% +$66.8K 0.17% 128
2021
Q3 		$473K Buy
9,012
+5,131
+132% +$286K 0.15% 142
2021
Q2 		$210K Buy
+3,881
New +$211K 0.16% 158

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Latitude Advisors's KO Position: Q2 2026 in Review

Latitude Advisors increased its Coca-Cola (KO) stake by 3.7% in Q2 2026, buying an estimated $18.5K and bringing the position to 6,635 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #115.

Latitude Advisors first reported a position in KO in Q2 2021 and has held it in 21 quarters since. The position peaked at $752K in Q1 2022. 1,674 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Latitude Advisors held 6,635 shares of Coca-Cola worth $539K as of Q2 2026.
  • Latitude Advisors bought 234 Coca-Cola shares in Q2 2026, an estimated $18.5K.
  • Coca-Cola made up 0.22% of Latitude Advisors's portfolio in Q2 2026, its #115 holding.
  • Latitude Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • Latitude Advisors's Coca-Cola position peaked at $752K in Q1 2022.
  • 1,674 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.