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Mainsail Financial Group’s Coca-Cola KO Stock Holding History

Mainsail 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 		$1.29M Buy
15,880
+225
+1% +$17.8K 0.44% 38
2026
Q1 		$1.19M Sell
15,655
-152
-1% -$11.5K 0.5% 45
2025
Q4 		$1.11M Buy
15,807
+231
+1% +$16.1K 0.46% 44
2025
Q3 		$1.03M Buy
15,576
+517
+3% +$35.6K 0.44% 47
2025
Q2 		$1.04M Buy
15,059
+236
+2% +$16.8K 0.49% 44
2025
Q1 		$1.06M Buy
14,823
+1,053
+8% +$70.3K 0.6% 38
2024
Q4 		$857K Buy
13,770
+286
+2% +$18.7K 0.5% 41
2024
Q3 		$938K Sell
13,484
-70
-0.5% -$4.79K 0.56% 40
2024
Q2 		$863K Buy
13,554
+959
+8% +$59.4K 0.51% 43
2024
Q1 		$771K Buy
12,595
+335
+3% +$20.1K 0.53% 44
2023
Q4 		$736K Buy
12,260
+1,499
+14% +$85.1K 0.57% 43
2023
Q3 		$597K Buy
+10,761
New +$645K 0.54% 43

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mainsail Financial Group's KO Position: Q2 2026 in Review

Mainsail Financial Group increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 15,880 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #38.

Mainsail Financial Group first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 878 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mainsail Financial Group held 15,880 shares of Coca-Cola worth $1.29M as of Q2 2026.
  • Mainsail Financial Group bought 225 Coca-Cola shares in Q2 2026, an estimated $17.8K.
  • Coca-Cola made up 0.44% of Mainsail Financial Group's portfolio in Q2 2026, its #38 holding.
  • Mainsail Financial Group first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • 878 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.