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Prota Financial’s Coca-Cola KO Stock Holding History

Prota Financial’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 		$679K Sell
8,349
-101
-1% -$7.98K 0.45% 35
2026
Q1 		$643K Buy
8,450
+916
+12% +$69.2K 0.47% 28
2025
Q4 		$527K Buy
+7,534
New +$525K 0.38% 32

Other funds holding KO

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 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Prota Financial's KO Position: Q2 2026 in Review

Prota Financial reduced its Coca-Cola (KO) stake by 1.2% in Q2 2026, selling an estimated $7.98K and leaving 8,349 shares worth $679K. The position accounts for 0.45% of the portfolio, ranked #35.

Prota Financial first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Prota Financial held 8,349 shares of Coca-Cola worth $679K as of Q2 2026.
  • Prota Financial sold 101 Coca-Cola shares in Q2 2026, an estimated $7.98K.
  • Coca-Cola made up 0.45% of Prota Financial's portfolio in Q2 2026, its #35 holding.
  • Prota Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.