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

Pathway 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	$356K	Buy	4,227 +353	+9%	+$27.9K	0.04%	106
2026 Q1	$297K	Sell	3,874 -600	-13%	-$45.4K	0.04%	112
2025 Q4	$303K	Sell	4,474 -30	-0.7%	-$2.09K	0.04%	114
2025 Q3	$299K	Hold	4,504	–	–	0.04%	113
2025 Q2	$319K	Sell	4,504 -330	-7%	-$23.5K	0.05%	104
2025 Q1	$346K	Buy	4,834 +264	+6%	+$17.6K	0.06%	119
2024 Q4	$285K	Buy	4,570 +66	+1%	+$4.31K	0.07%	127
2024 Q3	$324K	Hold	4,504	–	–	0.08%	116
2024 Q2	$287K	Hold	4,504	–	–	0.08%	120
2024 Q1	$276K	Sell	4,504 -8	-0.2%	-$481	0.07%	132
2023 Q4	$266K	Hold	4,512	–	–	0.08%	124
2023 Q3	$253K	Hold	4,512	–	–	0.09%	113
2023 Q2	$272K	Buy	4,512 +8	+0.2%	+$498	0.09%	105
2023 Q1	$279K	Hold	4,504	–	–	0.09%	101
2022 Q4	$286K	Hold	4,504	–	–	0.09%	94
2022 Q3	$252K	Hold	4,504	–	–	0.09%	110
2022 Q2	$283K	Hold	4,504	–	–	0.12%	99
2022 Q1	$279K	Buy	4,504 +30	+0.7%	+$1.82K	0.1%	110
2021 Q4	$273K	Buy	+4,474	New	+$249K	0.1%	109
2021 Q1	$222K	Buy	+4,070	New	+$205K	0.09%	116
2020 Q4	–	Sell	-4,070	Closed	-$200K	–	119
2020 Q3	$200K	Buy	+4,070	New	+$196K	0.08%	103
2020 Q2	–	Sell	-4,670	Closed	-$205K	–	102
2020 Q1	$205K	Hold	4,670	–	–	0.07%	93
2019 Q4	$267K	Sell	4,670 -4,800	-51%	-$258K	0.08%	93
2019 Q3	$494K	Sell	9,470 -85	-0.9%	-$4.55K	0.14%	55
2019 Q2	$487K	Sell	9,555 -115	-1%	-$5.64K	0.14%	55
2019 Q1	$453K	Buy	9,670 +200	+2%	+$9.35K	0.14%	57
2018 Q4	$448K	Hold	9,470	–	–	0.25%	57
2018 Q3	$450K	Sell	9,470 -17,554	-65%	-$802K	0.25%	57
2018 Q2	$1.19M	Sell	27,024 -29	-0.1%	-$1.25K	0.7%	27
2018 Q1	$1.18M	Sell	27,053 -1,400	-5%	-$62.9K	0.69%	26
2017 Q4	$1.3M	Buy	+28,453	New	+$1.31M	0.75%	24

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Pathway Financial Advisors increased its Coca-Cola (KO) stake by 9.1% in Q2 2026, buying an estimated $27.9K and bringing the position to 4,227 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #106.

Pathway Financial Advisors first reported a position in KO in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.3M in Q4 2017. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pathway Financial Advisors held 4,227 shares of Coca-Cola worth $356K as of Q2 2026.
Pathway Financial Advisors bought 353 Coca-Cola shares in Q2 2026, an estimated $27.9K.
Coca-Cola made up 0.04% of Pathway Financial Advisors's portfolio in Q2 2026, its #106 holding.
Pathway Financial Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 31 quarters since.
Pathway Financial Advisors's Coca-Cola position peaked at $1.3M in Q4 2017.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.