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PFG Advisors’s Coca-Cola KO Stock Holding History

PFG 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
2021
Q4 		– Sell
-2,000
Closed -$7K – 538
2021
Q3 		$7K Hold
2,000
– – ﹤0.01% 502
2021
Q2 		$10K Hold
2,000
– – ﹤0.01% 478
2021
Q1 		$10K Buy
+2,000
New +$101K ﹤0.01% 455

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PFG Advisors's KO Position: Q2 2026 in Review

PFG Advisors reduced its Coca-Cola (KO) stake by 59% in Q2 2026, selling an estimated $1.11M and leaving 9,795 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #413.

PFG Advisors first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.9M in Q2 2023. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PFG Advisors held 9,795 shares of Coca-Cola worth $796K as of Q2 2026.
  • PFG Advisors sold 14,009 Coca-Cola shares in Q2 2026, an estimated $1.11M.
  • Coca-Cola made up 0.04% of PFG Advisors's portfolio in Q2 2026, its #413 holding.
  • PFG Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's Coca-Cola position peaked at $3.9M in Q2 2023.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.