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Morris Financial Concepts’s Coca-Cola KO Stock Holding History

Morris Financial Concepts’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 		$408K Buy
5,019
+1
+0% +$79 0.13% 94
2026
Q1 		$382K Sell
5,018
-111
-2% -$8.39K 0.13% 93
2025
Q4 		$359K Buy
5,129
+346
+7% +$24.1K 0.13% 90
2025
Q3 		$317K Sell
4,783
-340
-7% -$23.4K 0.11% 98
2025
Q2 		$362K Sell
5,123
-3,270
-39% -$233K 0.14% 85
2025
Q1 		$601K Sell
8,393
-191
-2% -$12.8K 0.25% 62
2024
Q4 		$534K Buy
8,584
+1,832
+27% +$120K 0.23% 60
2024
Q3 		$485K Buy
6,752
+25
+0.4% +$1.71K 0.21% 66
2024
Q2 		$428K Sell
6,727
-210
-3% -$13K 0.21% 66
2024
Q1 		$424K Sell
6,937
-110
-2% -$6.61K 0.22% 64
2023
Q4 		$415K Buy
7,047
+52
+0.7% +$2.95K 0.24% 58
2023
Q3 		$392K Sell
6,995
-251
-3% -$15.1K 0.26% 54
2023
Q2 		$436K Sell
7,246
-6
-0.1% -$373 0.28% 49
2023
Q1 		$450K Sell
7,252
-597
-8% -$36.1K 0.32% 46
2022
Q4 		$499K Sell
7,849
-1,575
-17% -$95.1K 0.4% 44
2022
Q3 		$528K Buy
9,424
+21
+0.2% +$1.3K 0.55% 30
2022
Q2 		$592K Buy
9,403
+124
+1% +$7.86K 0.56% 31
2022
Q1 		$575K Hold
9,279
– – 0.48% 34
2021
Q4 		$549K Buy
+9,279
New +$517K 0.46% 34

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morris Financial Concepts's KO Position: Q2 2026 in Review

Morris Financial Concepts increased its Coca-Cola (KO) stake by 0.02% in Q2 2026, buying an estimated $79 and bringing the position to 5,019 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #94.

Morris Financial Concepts first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $601K in Q1 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Morris Financial Concepts held 5,019 shares of Coca-Cola worth $408K as of Q2 2026.
  • Morris Financial Concepts bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.13% of Morris Financial Concepts's portfolio in Q2 2026, its #94 holding.
  • Morris Financial Concepts first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Coca-Cola position peaked at $601K in Q1 2025.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.