LifeSteps Financial’s Coca-Cola KO Stock Holding History

LifeSteps 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	$1.17M	Buy	14,361 +135	+0.9%	+$10.7K	0.54%	33
2026 Q1	$1.08M	Hold	14,226	–	–	0.69%	31
2025 Q4	$995K	Buy	14,226 +201	+1%	+$14K	0.64%	32
2025 Q3	$930K	Buy	14,025 +95	+0.7%	+$6.54K	0.6%	30
2025 Q2	$986K	Buy	13,930 +201	+1%	+$14.3K	0.68%	29
2025 Q1	$983K	Hold	13,729	–	–	0.8%	28
2024 Q4	$855K	Buy	13,729 +186	+1%	+$12.1K	0.66%	29
2024 Q3	$973K	Buy	13,543 +99	+0.7%	+$6.78K	0.76%	27
2024 Q2	$856K	Hold	13,444	–	–	0.71%	28
2024 Q1	$823K	Hold	13,444	–	–	0.62%	31
2023 Q4	$792K	Buy	+13,444	New	+$764K	0.7%	30

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

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

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

LifeSteps Financial's KO Position: Q2 2026 in Review

LifeSteps Financial increased its Coca-Cola (KO) stake by 0.95% in Q2 2026, buying an estimated $10.7K and bringing the position to 14,361 shares worth $1.17M. The position accounts for 0.54% of the portfolio, ranked #33.

LifeSteps Financial first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LifeSteps Financial held 14,361 shares of Coca-Cola worth $1.17M as of Q2 2026.
LifeSteps Financial bought 135 Coca-Cola shares in Q2 2026, an estimated $10.7K.
Coca-Cola made up 0.54% of LifeSteps Financial's portfolio in Q2 2026, its #33 holding.
LifeSteps Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.