Pathway Financial Advisers’s Coca-Cola KO Stock Holding History

Pathway Financial Advisers’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	$3.1M	Buy	38,189 +232	+0.6%	+$18.3K	0.78%	51
2026 Q1	$2.89M	Buy	37,957 +2,944	+8%	+$223K	0.82%	45
2025 Q4	$2.45M	Buy	35,013 +493	+1%	+$34.4K	0.71%	50
2025 Q3	$2.29M	Sell	34,520 -43	-0.1%	-$2.96K	0.67%	53
2025 Q2	$2.45M	Buy	34,563 +725	+2%	+$51.6K	0.79%	41
2025 Q1	$2.42M	Sell	33,838 -608	-2%	-$40.6K	0.83%	39
2024 Q4	$2.14M	Sell	34,446 -2,444,041	-99%	-$160M	0.72%	44
2024 Q3	$34.5K	Buy	2,478,487 +2,443,612	+7,007%	+$167M	0.02%	212
2024 Q2	$2.22M	Buy	34,875 +416	+1%	+$25.8K	0.79%	39
2024 Q1	$2.11M	Sell	34,459 -903	-3%	-$54.2K	0.76%	43
2023 Q4	$2.08M	Buy	35,362 +253	+0.7%	+$14.4K	0.79%	39
2023 Q3	$1.97M	Buy	+35,109	New	+$2.11M	0.81%	39
2023 Q1	$2.15M	Buy	34,605 +663	+2%	+$40.1K	0.86%	39
2022 Q4	$2.16M	Buy	+33,942	New	+$2.05M	0.88%	38

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

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

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

Pathway Financial Advisers's KO Position: Q2 2026 in Review

Pathway Financial Advisers increased its Coca-Cola (KO) stake by 0.61% in Q2 2026, buying an estimated $18.3K and bringing the position to 38,189 shares worth $3.1M. The position accounts for 0.78% of the portfolio, ranked #51.

Pathway Financial Advisers first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pathway Financial Advisers held 38,189 shares of Coca-Cola worth $3.1M as of Q2 2026.
Pathway Financial Advisers bought 232 Coca-Cola shares in Q2 2026, an estimated $18.3K.
Coca-Cola made up 0.78% of Pathway Financial Advisers's portfolio in Q2 2026, its #51 holding.
Pathway Financial Advisers first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.