Prosperity Capital Advisors’s Coca-Cola KO Stock Holding History

Prosperity Capital 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
2026 Q2	$515K	Sell	6,337 -1,800	-22%	-$142K	0.03%	267
2026 Q1	$619K	Buy	8,137 +1,174	+17%	+$88.8K	0.04%	246
2025 Q4	$487K	Buy	6,963 +340	+5%	+$23.7K	0.03%	253
2025 Q3	$439K	Sell	6,623 -350	-5%	-$24.1K	0.03%	296
2025 Q2	$493K	Buy	6,973 +1,662	+31%	+$118K	0.03%	265
2025 Q1	$382K	Buy	5,311 +593	+13%	+$39.6K	0.03%	263
2024 Q4	$294K	Buy	4,718 +15	+0.3%	+$979	0.02%	285
2024 Q3	$338K	Buy	+4,703	New	+$322K	0.03%	262
2024 Q2	–	Sell	-4,843	Closed	-$296K	–	335
2024 Q1	$296K	Sell	4,843 -295	-6%	-$17.7K	0.04%	262
2023 Q4	$303K	Sell	5,138 -745	-13%	-$42.3K	0.03%	197
2023 Q3	$329K	Buy	5,883 +1,662	+39%	+$99.7K	0.04%	174
2023 Q2	$254K	Hold	4,221	–	–	0.04%	199
2023 Q1	$262K	Buy	4,221 +134	+3%	+$8.11K	0.04%	173
2022 Q4	$260K	Buy	+4,087	New	+$247K	0.08%	161

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Prosperity Capital Advisors's KO Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Coca-Cola (KO) stake by 22% in Q2 2026, selling an estimated $142K and leaving 6,337 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #267.

Prosperity Capital Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $619K in Q1 2026. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Prosperity Capital Advisors held 6,337 shares of Coca-Cola worth $515K as of Q2 2026.
Prosperity Capital Advisors sold 1,800 Coca-Cola shares in Q2 2026, an estimated $142K.
Coca-Cola made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #267 holding.
Prosperity Capital Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Prosperity Capital Advisors's Coca-Cola position peaked at $619K in Q1 2026.
1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.