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Patriot Financial Group Insurance Agency’s Coca-Cola KO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.24M Sell
27,610
-13,482
-33% -$1.06M 0.23% 119
2026
Q1 		$3.13M Buy
41,092
+21,449
+109% +$1.62M 0.18% 145
2025
Q4 		$1.37M Sell
19,643
-7,209
-27% -$503K 0.16% 156
2025
Q3 		$1.78M Buy
26,852
+9,720
+57% +$669K 0.23% 122
2025
Q2 		$1.21M Buy
17,132
+1,682
+11% +$120K 0.14% 178
2025
Q1 		$1.11M Sell
15,450
-424
-3% -$28.3K 0.15% 174
2024
Q4 		$988K Buy
15,874
+1,096
+7% +$71.5K 0.13% 180
2024
Q3 		$1.06M Buy
14,778
+392
+3% +$26.8K 0.14% 171
2024
Q2 		$916K Buy
14,386
+102
+0.7% +$6.31K 0.13% 172
2024
Q1 		$874K Buy
14,284
+501
+4% +$30.1K 0.14% 166
2023
Q4 		$812K Sell
13,783
-3,511
-20% -$199K 0.15% 155
2023
Q3 		$968K Buy
17,294
+363
+2% +$21.8K 0.2% 132
2023
Q2 		$1.02M Sell
16,931
-515
-3% -$32K 0.19% 129
2023
Q1 		$1.08M Buy
17,446
+1,294
+8% +$78.3K 0.22% 110
2022
Q4 		$1.03M Buy
16,152
+764
+5% +$46.1K 0.14% 104
2022
Q3 		$862K Buy
15,388
+380
+3% +$23.6K 0.21% 123
2022
Q2 		$944K Buy
15,008
+1,055
+8% +$66.9K 0.19% 113
2022
Q1 		$865K Sell
13,953
-917
-6% -$55.8K 0.15% 146
2021
Q4 		$880K Buy
14,870
+44
+0.3% +$2.45K 0.15% 147
2021
Q3 		$778K Buy
14,826
+1,279
+9% +$71.3K 0.14% 162
2021
Q2 		$733K Buy
13,547
+1,577
+13% +$85.8K 0.13% 165
2021
Q1 		$631K Buy
11,970
+48
+0.4% +$2.42K 0.14% 161
2020
Q4 		$654K Buy
11,922
+2,187
+22% +$113K 0.16% 138
2020
Q3 		$481K Sell
9,735
-234
-2% -$11.3K 0.16% 140
2020
Q2 		$445K Sell
9,969
-3,026
-23% -$139K 0.17% 133
2020
Q1 		$575K Sell
12,995
-91
-0.7% -$4.92K 0.26% 77
2019
Q4 		$724K Sell
13,086
-565
-4% -$30.4K 0.27% 75
2019
Q3 		$743K Sell
13,651
-658
-5% -$35.2K 0.33% 57
2019
Q2 		$744K Buy
14,309
+2,093
+17% +$103K 0.32% 52
2019
Q1 		$572K Buy
12,216
+614
+5% +$28.7K 0.29% 58
2018
Q4 		$549K Buy
11,602
+1,729
+18% +$82.8K 0.36% 48
2018
Q3 		$456K Sell
9,873
-1,198
-11% -$54.7K 0.27% 58
2018
Q2 		$486K Sell
11,071
-5,633
-34% -$243K 0.52% 34
2018
Q1 		$713K Buy
16,704
+242
+1% +$10.9K 0.53% 37
2017
Q4 		$761K Sell
16,462
-974
-6% -$44.8K 0.57% 28
2017
Q3 		$792K Buy
17,436
+473
+3% +$21.5K 0.71% 20
2017
Q2 		$753K Buy
16,963
+95
+0.6% +$4.2K 0.78% 18
2017
Q1 		$718K Buy
16,868
+3,373
+25% +$141K 0.76% 19
2016
Q4 		$558K Buy
+13,495
New +$562K 0.76% 19

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Coca-Cola (KO) stake by 33% in Q2 2026, selling an estimated $1.06M and leaving 27,610 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #119.

Patriot Financial Group Insurance Agency first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.13M in Q1 2026. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 27,610 shares of Coca-Cola worth $2.24M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 13,482 Coca-Cola shares in Q2 2026, an estimated $1.06M.
  • Coca-Cola made up 0.23% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #119 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Coca-Cola position peaked at $3.13M in Q1 2026.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.