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

Register 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 		$1.28M Buy
15,767
+760
+5% +$60K 0.39% 75
2026
Q1 		$1.14M Buy
15,007
+3,207
+27% +$242K 0.42% 71
2025
Q4 		$825K Buy
11,800
+13
+0.1% +$906 0.32% 86
2025
Q3 		$782K Buy
11,787
+6
+0.1% +$413 0.31% 83
2025
Q2 		$833K Sell
11,781
-494
-4% -$35.2K 0.36% 76
2025
Q1 		$879K Buy
12,275
+32
+0.3% +$2.14K 0.46% 59
2024
Q4 		$762K Sell
12,243
-52
-0.4% -$3.39K 0.38% 71
2024
Q3 		$884K Buy
12,295
+7
+0.1% +$479 0.45% 59
2024
Q2 		$782K Sell
12,288
-391
-3% -$24.2K 0.4% 68
2024
Q1 		$776K Buy
12,679
+182
+1% +$10.9K 0.4% 65
2023
Q4 		$736K Sell
12,497
-528
-4% -$30K 0.49% 57
2023
Q3 		$729K Buy
13,025
+56
+0.4% +$3.36K 0.53% 53
2023
Q2 		$781K Buy
12,969
+3,438
+36% +$214K 0.56% 49
2023
Q1 		$591K Sell
9,531
-87
-0.9% -$5.27K 0.46% 56
2022
Q4 		$612K Buy
+9,618
New +$581K 0.39% 68

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Register Financial Advisors increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $60K and bringing the position to 15,767 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #75.

Register Financial Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Register Financial Advisors held 15,767 shares of Coca-Cola worth $1.28M as of Q2 2026.
  • Register Financial Advisors bought 760 Coca-Cola shares in Q2 2026, an estimated $60K.
  • Coca-Cola made up 0.39% of Register Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Register Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.