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PFS Partners’s Coca-Cola KO Stock Holding History

PFS Partners’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 		$297K Buy
3,656
+1
+0% +$79 0.12% 82
2026
Q1 		$278K Sell
3,655
-16
-0.4% -$1.21K 0.13% 69
2025
Q4 		$257K Buy
3,671
+1
+0% +$70 0.12% 73
2025
Q3 		$243K Buy
3,670
+38
+1% +$2.62K 0.12% 68
2025
Q2 		$257K Buy
3,632
+1
+0% +$71 0.13% 59
2025
Q1 		$260K Hold
3,631
– – 0.14% 55
2024
Q4 		$226K Buy
3,631
+1
+0% +$65 0.12% 63
2024
Q3 		$261K Buy
3,630
+1
+0% +$68 0.15% 52
2024
Q2 		$231K Buy
3,629
+1
+0% +$62 0.14% 54
2024
Q1 		$222K Hold
3,628
– – 0.15% 53
2023
Q4 		$214K Buy
3,628
+1
+0% +$57 0.15% 52
2023
Q3 		$203K Buy
3,627
+1
+0% +$60 0.18% 40
2023
Q2 		$218K Sell
3,626
-100
-3% -$6.22K 0.18% 39
2023
Q1 		$231K Buy
3,726
+200
+6% +$12.1K 0.23% 32
2022
Q4 		$224K Hold
3,526
– – 0.24% 29
2022
Q3 		$198K Hold
3,526
– – 0.21% 32
2022
Q2 		$222K Hold
3,526
– – 0.22% 34
2022
Q1 		$219K Hold
3,526
– – 0.19% 35
2021
Q4 		$209K Buy
+3,526
New +$196K 0.15% 36

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

PFS Partners's KO Position: Q2 2026 in Review

PFS Partners increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 3,656 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #82.

PFS Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,773 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PFS Partners held 3,656 shares of Coca-Cola worth $297K as of Q2 2026.
  • PFS Partners bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.12% of PFS Partners's portfolio in Q2 2026, its #82 holding.
  • PFS Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.