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MJT & Associates Financial Advisory’s Coca-Cola KO Stock Holding History

MJT & Associates Financial Advisory’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 		$61.7K Hold
759
– – 0.04% 76
2026
Q1 		$57.7K Sell
759
-122
-14% -$9.22K 0.04% 74
2025
Q4 		$61.6K Hold
881
– – 0.05% 78
2025
Q3 		$58.4K Hold
881
– – 0.05% 77
2025
Q2 		$62.3K Hold
881
– – 0.08% 88
2025
Q1 		$63.1K Buy
+881
New +$58.8K 0.06% 96

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

MJT & Associates Financial Advisory's KO Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Coca-Cola (KO) position steady in Q2 2026 at 759 shares worth $61.7K. The position accounts for 0.04% of the portfolio, ranked #76.

MJT & Associates Financial Advisory first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.1K in Q1 2025. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • MJT & Associates Financial Advisory held 759 shares of Coca-Cola worth $61.7K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #76 holding.
  • MJT & Associates Financial Advisory first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Coca-Cola position peaked at $63.1K in Q1 2025.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.