Magnus Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Buy |
12,696
+110
| +0.9% | +$8.69K | 0.07% | 159 |
|
|
2026
Q1 | $957K | Sell |
12,586
-1,782
| -12% | -$135K | 0.08% | 156 |
|
|
2025
Q4 | $1M | Buy |
14,368
+465
| +3% | +$32.4K | 0.08% | 172 |
|
|
2025
Q3 | $922K | Buy |
13,903
+345
| +3% | +$23.7K | 0.07% | 177 |
|
|
2025
Q2 | $959K | Sell |
13,558
-619
| -4% | -$44.1K | 0.08% | 164 |
|
|
2025
Q1 | $1.02M | Sell |
14,177
-340
| -2% | -$22.7K | 0.1% | 154 |
|
|
2024
Q4 | $904K | Buy |
14,517
+548
| +4% | +$35.8K | 0.09% | 160 |
|
|
2024
Q3 | $1M | Sell |
13,969
-1,280
| -8% | -$87.7K | 0.1% | 152 |
|
|
2024
Q2 | $971K | Buy |
15,249
+241
| +2% | +$14.9K | 0.11% | 138 |
|
|
2024
Q1 | $918K | Buy |
15,008
+110
| +0.7% | +$6.61K | 0.11% | 134 |
|
|
2023
Q4 | $878K | Sell |
14,898
-586
| -4% | -$33.3K | 0.12% | 129 |
|
|
2023
Q3 | $867K | Buy |
15,484
+2,154
| +16% | +$129K | 0.13% | 124 |
|
|
2023
Q2 | $803K | Sell |
13,330
-95
| -0.7% | -$5.91K | 0.11% | 132 |
|
|
2023
Q1 | $833K | Buy |
13,425
+671
| +5% | +$40.6K | 0.13% | 127 |
|
|
2022
Q4 | $811K | Buy |
12,754
+91
| +0.7% | +$5.49K | 0.13% | 127 |
|
|
2022
Q3 | $709K | Buy |
12,663
+483
| +4% | +$30K | 0.14% | 124 |
|
|
2022
Q2 | $766K | Buy |
12,180
+1,079
| +10% | +$68.4K | 0.14% | 120 |
|
|
2022
Q1 | $688K | Buy |
11,101
+1,289
| +13% | +$78.4K | 0.11% | 135 |
|
|
2021
Q4 | $581K | Buy |
9,812
+340
| +4% | +$18.9K | 0.11% | 126 |
|
|
2021
Q3 | $497K | Buy |
9,472
+108
| +1% | +$6.02K | 0.11% | 135 |
|
|
2021
Q2 | $507K | Buy |
9,364
+622
| +7% | +$33.8K | 0.11% | 127 |
|
|
2021
Q1 | $461K | Sell |
8,742
-8,782
| -50% | -$442K | 0.11% | 118 |
|
|
2020
Q4 | $961K | Buy |
17,524
+1,725
| +11% | +$89.2K | 0.1% | 77 |
|
|
2020
Q3 | $780K | Buy |
15,799
+93
| +0.6% | +$4.47K | 0.09% | 80 |
|
|
2020
Q2 | $702K | Sell |
15,706
-3,336
| -18% | -$154K | 0.08% | 104 |
|
|
2020
Q1 | $843K | Sell |
19,042
-4,247
| -18% | -$229K | 0.11% | 86 |
|
|
2019
Q4 | $1.29M | Buy |
23,289
+406
| +2% | +$21.8K | 0.18% | 59 |
|
|
2019
Q3 | $1.25M | Buy |
22,883
+434
| +2% | +$23.2K | 0.23% | 50 |
|
|
2019
Q2 | $1.14M | Buy |
22,449
+84
| +0.4% | +$4.12K | 0.22% | 57 |
|
|
2019
Q1 | $1.05M | Buy |
22,365
+752
| +3% | +$35.2K | 0.21% | 56 |
|
|
2018
Q4 | $1.02M | Buy |
+21,613
| New | +$1.03M | 0.27% | 48 |
|
Other funds holding KO
Magnus Financial Group's KO Position: Q2 2026 in Review
Magnus Financial Group increased its Coca-Cola (KO) stake by 0.87% in Q2 2026, buying an estimated $8.69K and bringing the position to 12,696 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #159.
Magnus Financial Group first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.29M in Q4 2019. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Magnus Financial Group held 12,696 shares of Coca-Cola worth $1.03M as of Q2 2026.
- Magnus Financial Group bought 110 Coca-Cola shares in Q2 2026, an estimated $8.69K.
- Coca-Cola made up 0.07% of Magnus Financial Group's portfolio in Q2 2026, its #159 holding.
- Magnus Financial Group first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's Coca-Cola position peaked at $1.29M in Q4 2019.
- 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.