PFG Investments’s Coca-Cola KO Stock Holding History

PFG Investments’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	$6.41M	Buy	78,900 +7,843	+11%	+$619K	0.25%	76
2026 Q1	$5.4M	Sell	71,057 -225	-0.3%	-$17K	0.25%	74
2025 Q4	$4.98M	Sell	71,282 -1,519	-2%	-$106K	0.23%	75
2025 Q3	$4.83M	Sell	72,801 -3,162	-4%	-$218K	0.25%	69
2025 Q2	$5.37M	Sell	75,963 -2,540	-3%	-$181K	0.32%	63
2025 Q1	$5.62M	Sell	78,503 -170	-0.2%	-$11.4K	0.36%	52
2024 Q4	$4.9M	Buy	78,673 +8,687	+12%	+$567K	0.3%	65
2024 Q3	$5.03M	Buy	69,986 +107	+0.2%	+$7.33K	0.32%	58
2024 Q2	$4.45M	Sell	69,879 -1,607	-2%	-$99.5K	0.32%	56
2024 Q1	$4.37M	Buy	71,486 +52,164	+270%	+$3.13M	0.26%	79
2023 Q4	$1.14M	Buy	19,322 +1,810	+10%	+$103K	0.21%	118
2023 Q3	$980K	Buy	17,512 +1,471	+9%	+$88.2K	0.18%	119
2023 Q2	$966K	Buy	16,041 +677	+4%	+$42.1K	0.17%	131
2023 Q1	$953K	Buy	+15,364	New	+$930K	0.19%	113

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PFG Investments's KO Position: Q2 2026 in Review

PFG Investments increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $619K and bringing the position to 78,900 shares worth $6.41M. The position accounts for 0.25% of the portfolio, ranked #76.

PFG Investments first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

PFG Investments held 78,900 shares of Coca-Cola worth $6.41M as of Q2 2026.
PFG Investments bought 7,843 Coca-Cola shares in Q2 2026, an estimated $619K.
Coca-Cola made up 0.25% of PFG Investments's portfolio in Q2 2026, its #76 holding.
PFG Investments first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.