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Mayflower Financial Advisors’s Coca-Cola KO Stock Holding History

Mayflower Financial 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 		$1.54M Buy
18,992
+1,298
+7% +$103K 0.13% 139
2026
Q1 		$1.35M Sell
17,694
-4,698
-21% -$355K 0.16% 130
2025
Q4 		$1.57M Sell
22,392
-3,091
-12% -$215K 0.19% 114
2025
Q3 		$1.69M Buy
25,483
+338
+1% +$23.3K 0.21% 109
2025
Q2 		$1.78M Buy
25,145
+1,653
+7% +$118K 0.25% 98
2025
Q1 		$1.68M Sell
23,492
-499
-2% -$33.3K 0.26% 97
2024
Q4 		$1.49M Buy
23,991
+1,225
+5% +$80K 0.22% 106
2024
Q3 		$1.64M Sell
22,766
-6,105
-21% -$418K 0.25% 94
2024
Q2 		$1.84M Sell
28,871
-2,540
-8% -$157K 0.3% 76
2024
Q1 		$1.92M Buy
31,411
+37
+0.1% +$2.22K 0.32% 78
2023
Q4 		$1.85M Buy
31,374
+640
+2% +$36.4K 0.26% 81
2023
Q3 		$1.72M Sell
30,734
-209
-0.7% -$12.5K 0.26% 81
2023
Q2 		$1.86M Buy
30,943
+448
+1% +$27.9K 0.24% 83
2023
Q1 		$1.89M Buy
30,495
+45
+0.1% +$2.73K 0.25% 80
2022
Q4 		$1.94M Buy
30,450
+718
+2% +$43.3K 0.27% 76
2022
Q3 		$1.67M Buy
29,732
+34
+0.1% +$2.11K 0.27% 75
2022
Q2 		$1.87M Sell
29,698
-42
-0.1% -$2.66K 0.29% 70
2022
Q1 		$1.84M Buy
29,740
+192
+0.6% +$11.7K 0.25% 74
2021
Q4 		$1.75M Buy
29,548
+553
+2% +$30.8K 0.23% 77
2021
Q3 		$1.57M Sell
28,995
-5,300
-15% -$295K 0.21% 78
2021
Q2 		$1.86M Buy
34,295
+1,870
+6% +$102K 0.26% 70
2021
Q1 		$1.71M Buy
32,425
+204
+0.6% +$10.3K 0.25% 65
2020
Q4 		$1.77M Buy
+32,221
New +$1.67M 0.3% 61

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mayflower Financial Advisors's KO Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Coca-Cola (KO) stake by 7.3% in Q2 2026, buying an estimated $103K and bringing the position to 18,992 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #139.

Mayflower Financial Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q4 2022. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mayflower Financial Advisors held 18,992 shares of Coca-Cola worth $1.54M as of Q2 2026.
  • Mayflower Financial Advisors bought 1,298 Coca-Cola shares in Q2 2026, an estimated $103K.
  • Coca-Cola made up 0.13% of Mayflower Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Mayflower Financial Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Coca-Cola position peaked at $1.94M in Q4 2022.
  • 1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.