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

Purkiss 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	$370K	Buy	4,557 +1	+0%	+$79	0.14%	120
2026 Q1	$346K	Hold	4,556	–	–	0.15%	114
2025 Q4	$319K	Buy	4,556 +3	+0.1%	+$209	0.15%	118
2025 Q3	$302K	Sell	4,553 -207	-4%	-$14.2K	0.14%	123
2025 Q2	$337K	Buy	4,760 +1	+0%	+$71	0.19%	96
2025 Q1	$341K	Buy	+4,759	New	+$318K	0.26%	72

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Purkiss Capital Advisors increased its Coca-Cola (KO) stake by 0.02% in Q2 2026, buying an estimated $79 and bringing the position to 4,557 shares worth $370K. The position accounts for 0.14% of the portfolio, ranked #120.

Purkiss Capital Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Purkiss Capital Advisors held 4,557 shares of Coca-Cola worth $370K as of Q2 2026.
Purkiss Capital Advisors bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.14% of Purkiss Capital Advisors's portfolio in Q2 2026, its #120 holding.
Purkiss Capital Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.