MPS Loria Financial Planners’s Coca-Cola KO Stock Holding History

MPS Loria Financial Planners’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	$280K	Buy	3,443 +19	+0.6%	+$1.5K	0.06%	78
2026 Q1	$261K	Buy	3,424 +1	+0%	+$76	0.07%	79
2025 Q4	$239K	Buy	3,423 +23	+0.7%	+$1.6K	0.06%	79
2025 Q3	$226K	Buy	3,400 +17	+0.5%	+$1.17K	0.06%	77
2025 Q2	$239K	Sell	3,383 -464	-12%	-$33.1K	0.07%	74
2025 Q1	$276K	Buy	3,847 +12	+0.3%	+$801	0.08%	66
2024 Q4	$239K	Buy	3,835 +51	+1%	+$3.33K	0.07%	74
2024 Q3	$272K	Buy	3,784 +14	+0.4%	+$959	0.08%	68
2024 Q2	$240K	Buy	3,770 +27	+0.7%	+$1.67K	0.08%	72
2024 Q1	$229K	Hold	3,743	–	–	0.08%	78
2023 Q4	$221K	Buy	3,743 +85	+2%	+$4.83K	0.08%	79
2023 Q3	$205K	Sell	3,658 -391	-10%	-$23.5K	0.08%	75
2023 Q2	$244K	Buy	4,049 +15	+0.4%	+$933	0.09%	71
2023 Q1	$250K	Sell	4,034 -170	-4%	-$10.3K	0.1%	66
2022 Q4	$267K	Buy	4,204 +138	+3%	+$8.33K	0.12%	60
2022 Q3	$228K	Buy	4,066 +74	+2%	+$4.6K	0.09%	60
2022 Q2	$251K	Buy	3,992 +165	+4%	+$10.5K	0.11%	59
2022 Q1	$237K	Sell	3,827 -800	-17%	-$48.7K	0.1%	72
2021 Q4	$274K	Buy	4,627 +331	+8%	+$18.4K	0.11%	67
2021 Q3	$225K	Sell	4,296 -664	-13%	-$37K	0.1%	74
2021 Q2	$268K	Sell	4,960 -1,073	-18%	-$58.4K	0.12%	63
2021 Q1	$318K	Sell	6,033 -36	-0.6%	-$1.81K	0.15%	55
2020 Q4	$320K	Buy	6,069 +988	+19%	+$51.1K	0.14%	55
2020 Q3	$251K	Buy	5,081 +32	+0.6%	+$1.54K	0.13%	60
2020 Q2	$226K	Buy	5,049 +33	+0.7%	+$1.52K	0.12%	62
2020 Q1	$221K	Hold	5,016	–	–	0.17%	56
2019 Q4	$277K	Buy	5,016 +50	+1%	+$2.69K	0.16%	57
2019 Q3	$270K	Buy	4,966 +26	+0.5%	+$1.39K	0.18%	53
2019 Q2	$251K	Buy	4,940 +28	+0.6%	+$1.37K	0.16%	56
2019 Q1	$230K	Sell	4,912 -973	-17%	-$45.5K	0.15%	62
2018 Q4	$278K	Sell	5,885 -152	-3%	-$7.28K	0.2%	52
2018 Q3	$277K	Sell	6,037 -370	-6%	-$16.9K	0.17%	56
2018 Q2	$281K	Buy	6,407 +40	+0.6%	+$1.73K	0.28%	53
2018 Q1	$277K	Sell	6,367 -723	-10%	-$32.5K	0.2%	54
2017 Q4	$325K	Buy	7,090 +84	+1%	+$3.86K	0.22%	55
2017 Q3	$315K	Sell	7,006 -6,100	-47%	-$277K	0.23%	51
2017 Q2	$605K	Buy	+13,106	New	+$579K	0.41%	27

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MPS Loria Financial Planners's KO Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Coca-Cola (KO) stake by 0.55% in Q2 2026, buying an estimated $1.5K and bringing the position to 3,443 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #78.

MPS Loria Financial Planners first reported a position in KO in Q2 2017 and has held it in 37 quarters since. The position peaked at $605K in Q2 2017. 1,718 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MPS Loria Financial Planners held 3,443 shares of Coca-Cola worth $280K as of Q2 2026.
MPS Loria Financial Planners bought 19 Coca-Cola shares in Q2 2026, an estimated $1.5K.
Coca-Cola made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #78 holding.
MPS Loria Financial Planners first reported a position in Coca-Cola in Q2 2017 and has held it in 37 quarters since.
MPS Loria Financial Planners's Coca-Cola position peaked at $605K in Q2 2017.
1,718 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.