Prosperity Financial Group’s Coca-Cola KO Stock Holding History

Prosperity Financial 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
2026 Q2	$275K	Sell	3,383 -554	-14%	-$43.8K	0.09%	163
2026 Q1	$299K	Buy	3,937 +114	+3%	+$8.62K	0.11%	146
2025 Q4	$267K	Sell	3,823 -134	-3%	-$9.34K	0.1%	147
2025 Q3	$262K	Buy	3,957 +148	+4%	+$10.2K	0.1%	146
2025 Q2	$269K	Sell	3,809 -354	-9%	-$25.2K	0.11%	135
2025 Q1	$298K	Buy	4,163 +779	+23%	+$52K	0.15%	122
2024 Q4	$211K	Buy	3,384 +474	+16%	+$30.9K	0.1%	153
2024 Q3	$209K	Buy	+2,910	New	+$199K	0.12%	141

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 Financial Group's KO Position: Q2 2026 in Review

Prosperity Financial Group reduced its Coca-Cola (KO) stake by 14% in Q2 2026, selling an estimated $43.8K and leaving 3,383 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #163.

Prosperity Financial Group first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Prosperity Financial Group held 3,383 shares of Coca-Cola worth $275K as of Q2 2026.
Prosperity Financial Group sold 554 Coca-Cola shares in Q2 2026, an estimated $43.8K.
Coca-Cola made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #163 holding.
Prosperity Financial Group first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Coca-Cola position peaked at $299K in Q1 2026.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.