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Perryman Financial Advisory’s Coca-Cola KO Stock Holding History

Perryman Financial Advisory’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 		$1.24M Sell
15,264
-97
-0.6% -$7.66K 0.17% 91
2026
Q1 		$1.17M Buy
15,361
+311
+2% +$23.5K 0.18% 86
2025
Q4 		$1.05M Buy
+15,050
New +$1.05M 0.15% 88

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Perryman Financial Advisory's KO Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Coca-Cola (KO) stake by 0.63% in Q2 2026, selling an estimated $7.66K and leaving 15,264 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #91.

Perryman Financial Advisory first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Perryman Financial Advisory held 15,264 shares of Coca-Cola worth $1.24M as of Q2 2026.
  • Perryman Financial Advisory sold 97 Coca-Cola shares in Q2 2026, an estimated $7.66K.
  • Coca-Cola made up 0.17% of Perryman Financial Advisory's portfolio in Q2 2026, its #91 holding.
  • Perryman Financial Advisory first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.