MFG
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Magnus Financial Group’s Coca-Cola KO Stock Holding History

Magnus Financial Group’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 		$1.03M 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

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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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. 1,137 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.
  • 1,137 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.