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Private Advisor Group’s Coca-Cola KO Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-4,500
Closed -$2.52K – 2389
2023
Q3 		$2.52K Buy
+4,500
New +$270K ﹤0.01% 2228

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

Private Advisor Group's KO Position: Q2 2026 in Review

Private Advisor Group reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $380K and leaving 373,573 shares worth $30.4M. The position accounts for 0.14% of the portfolio, ranked #156.

Private Advisor Group first reported a position in KO in Q4 2013 and has held it in 51 quarters since. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Private Advisor Group held 373,573 shares of Coca-Cola worth $30.4M as of Q2 2026.
  • Private Advisor Group sold 4,809 Coca-Cola shares in Q2 2026, an estimated $380K.
  • Coca-Cola made up 0.14% of Private Advisor Group's portfolio in Q2 2026, its #156 holding.
  • Private Advisor Group first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.