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Quantum Financial Advisors’s Coca-Cola KO Stock Holding History

Quantum Financial 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 		$792K Sell
9,743
-9
-0.1% -$711 0.08% 95
2026
Q1 		$742K Buy
9,752
+138
+1% +$10.4K 0.08% 81
2025
Q4 		$672K Buy
9,614
+4,746
+97% +$331K 0.08% 93
2025
Q3 		$323K Buy
4,868
+279
+6% +$19.2K 0.04% 135
2025
Q2 		$325K Sell
4,589
-1,020
-18% -$72.7K 0.04% 126
2025
Q1 		$402K Buy
5,609
+1,030
+22% +$68.8K 0.06% 100
2024
Q4 		$285K Sell
4,579
-2,000
-30% -$131K 0.04% 131
2024
Q3 		$473K Hold
6,579
– – 0.07% 94
2024
Q2 		$419K Buy
6,579
+560
+9% +$34.7K 0.07% 95
2024
Q1 		$368K Buy
6,019
+11
+0.2% +$661 0.07% 99
2023
Q4 		$354K Sell
6,008
-2,842
-32% -$161K 0.09% 67
2023
Q3 		$495K Buy
8,850
+3,677
+71% +$221K 0.15% 52
2023
Q2 		$312K Hold
5,173
– – 0.09% 64
2023
Q1 		$321K Hold
5,173
– – 0.1% 59
2022
Q4 		$329K Buy
5,173
+555
+12% +$33.5K 0.15% 49
2022
Q3 		$259K Buy
4,618
+47
+1% +$2.92K 0.11% 58
2022
Q2 		$291K Buy
+4,571
New +$290K 0.11% 61

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Quantum Financial Advisors's KO Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Coca-Cola (KO) stake by 0.09% in Q2 2026, selling an estimated $711 and leaving 9,743 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #95.

Quantum Financial Advisors first reported a position in KO in Q2 2022 and has held it in 17 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Quantum Financial Advisors held 9,743 shares of Coca-Cola worth $792K as of Q2 2026.
  • Quantum Financial Advisors sold 9 Coca-Cola shares in Q2 2026, an estimated $711.
  • Coca-Cola made up 0.08% of Quantum Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Quantum Financial Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.