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Prospera Financial Services’s Coca-Cola KO Stock Holding History

Prospera Financial Services’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 		$7.57M Buy
93,101
+2,336
+3% +$184K 0.11% 197
2026
Q1 		$6.91M Sell
90,765
-1,705
-2% -$129K 0.11% 199
2025
Q4 		$6.47M Sell
92,470
-31,997
-26% -$2.23M 0.11% 197
2025
Q3 		$8.26M Buy
124,467
+6,777
+6% +$466K 0.14% 156
2025
Q2 		$8.33M Buy
117,690
+24,160
+26% +$1.72M 0.16% 142
2025
Q1 		$6.7M Buy
93,530
+2,155
+2% +$144K 0.15% 151
2024
Q4 		$5.69M Buy
91,375
+4,522
+5% +$295K 0.13% 174
2024
Q3 		$6.24M Sell
86,853
-2,665
-3% -$182K 0.16% 142
2024
Q2 		$5.7M Sell
89,518
-2,559
-3% -$158K 0.16% 141
2024
Q1 		$5.64M Sell
92,077
-7,274
-7% -$437K 0.17% 129
2023
Q4 		$5.85M Sell
99,351
-33,991
-25% -$1.93M 0.19% 121
2023
Q3 		$7.47M Sell
133,342
-11,566
-8% -$694K 0.29% 75
2023
Q2 		$8.73M Buy
144,908
+14,618
+11% +$909K 0.33% 65
2023
Q1 		$8.08M Buy
130,290
+15,073
+13% +$913K 0.33% 61
2022
Q4 		$7.33M Sell
115,217
-521
-0.5% -$31.5K 0.37% 65
2022
Q3 		$6.49M Buy
115,738
+60,579
+110% +$3.77M 0.34% 60
2022
Q2 		$3.47M Buy
55,159
+389
+0.7% +$24.7K 0.18% 136
2022
Q1 		$3.4M Buy
54,770
+1,414
+3% +$86K 0.14% 176
2021
Q4 		$3.16M Buy
53,356
+7,765
+17% +$432K 0.14% 178
2021
Q3 		$2.39M Sell
45,591
-1,829
-4% -$102K 0.12% 205
2021
Q2 		$2.57M Buy
47,420
+1,760
+4% +$95.8K 0.13% 197
2021
Q1 		$2.41M Buy
45,660
+3,159
+7% +$159K 0.14% 177
2020
Q4 		$2.33M Buy
42,501
+23,279
+121% +$1.2M 0.16% 158
2020
Q3 		$949K Sell
19,222
-20,342
-51% -$978K 0.36% 59
2020
Q2 		$1.76M Buy
39,564
+6,043
+18% +$278K 0.16% 170
2020
Q1 		$1.48M Sell
33,521
-112
-0.3% -$6.05K 0.16% 155
2019
Q4 		$1.86M Buy
33,633
+2,442
+8% +$131K 0.14% 181
2019
Q3 		$1.7M Buy
31,191
+705
+2% +$37.8K 0.17% 119
2019
Q2 		$1.57M Buy
30,486
+1,473
+5% +$72.2K 0.18% 120
2019
Q1 		$1.35M Buy
29,013
+9,000
+45% +$421K 0.44% 68
2018
Q4 		$950K Sell
20,013
-968
-5% -$46.3K 0.19% 118
2018
Q3 		$940K Sell
20,981
-2,435
-10% -$111K 0.18% 132
2018
Q2 		$1.04M Sell
23,416
-229
-1% -$9.89K 0.14% 132
2018
Q1 		$1.04M Buy
23,645
+3,973
+20% +$178K 0.14% 137
2017
Q4 		$905K Sell
19,672
-919
-4% -$42.2K 0.14% 138
2017
Q3 		$933K Buy
20,591
+1,559
+8% +$70.9K 0.14% 136
2017
Q2 		$848K Buy
19,032
+3,535
+23% +$156K 0.14% 149
2017
Q1 		$658K Buy
15,497
+1,426
+10% +$59.5K 0.12% 151
2016
Q4 		$584K Sell
14,071
-1,811
-11% -$75.4K 0.11% 160
2016
Q3 		$672K Buy
15,882
+4,400
+38% +$193K 0.14% 137
2016
Q2 		$520K Sell
11,482
-621
-5% -$28.1K 0.11% 163
2016
Q1 		$560K Buy
12,103
+969
+9% +$42.2K 0.12% 131
2015
Q4 		$478K Buy
11,134
+476
+4% +$20.2K 0.1% 136
2015
Q3 		$408K Buy
10,658
+371
+4% +$14.9K 0.1% 140
2015
Q2 		$384K Sell
10,287
-736
-7% -$29.9K 0.09% 164
2015
Q1 		$427K Sell
11,023
-138
-1% -$5.77K 0.1% 160
2014
Q4 		$471K Buy
11,161
+1,024
+10% +$43.7K 0.12% 135
2014
Q3 		$390K Buy
10,137
+489
+5% +$20.2K 0.11% 157
2014
Q2 		$409K Buy
9,648
+796
+9% +$32.3K 0.11% 145
2014
Q1 		$304K Buy
+8,852
New +$342K 0.1% 164
2013
Q4 		– Sell
-7,063
Closed -$268K – 281
2013
Q3 		$268K Buy
7,063
+1,320
+23% +$52.2K 0.1% 169
2013
Q2 		$232K Buy
+5,743
New +$238K 0.11% 189

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prospera Financial Services's KO Position: Q2 2026 in Review

Prospera Financial Services increased its Coca-Cola (KO) stake by 2.6% in Q2 2026, buying an estimated $184K and bringing the position to 93,101 shares worth $7.57M. The position accounts for 0.11% of the portfolio, ranked #197.

Prospera Financial Services first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.73M in Q2 2023. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Prospera Financial Services held 93,101 shares of Coca-Cola worth $7.57M as of Q2 2026.
  • Prospera Financial Services bought 2,336 Coca-Cola shares in Q2 2026, an estimated $184K.
  • Coca-Cola made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #197 holding.
  • Prospera Financial Services first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Coca-Cola position peaked at $8.73M in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.