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

Resonant 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	$1.34M	Buy	16,333 +1,216	+8%	+$96K	0.06%	165
2026 Q1	$1.16M	Buy	15,117 +1,796	+13%	+$136K	0.06%	164
2025 Q4	$931K	Buy	13,321 +4,167	+46%	+$290K	0.05%	170
2025 Q3	$612K	Sell	9,154 -3,596	-28%	-$248K	0.04%	222
2025 Q2	$909K	Buy	12,750 +3,010	+31%	+$214K	0.06%	168
2025 Q1	$703K	Buy	9,740 +1,836	+23%	+$123K	0.05%	175
2024 Q4	$492K	Sell	7,904 -68	-0.9%	-$4.44K	0.04%	208
2024 Q3	$577K	Buy	7,972 +1,055	+15%	+$72.2K	0.04%	200
2024 Q2	$443K	Buy	6,917 +1,252	+22%	+$77.5K	0.04%	213
2024 Q1	$349K	Buy	5,665 +1,832	+48%	+$110K	0.03%	242
2023 Q4	$226K	Sell	3,833 -148	-4%	-$8.41K	0.02%	268
2023 Q3	$225K	Sell	3,981 -98	-2%	-$5.88K	0.02%	249
2023 Q2	$248K	Sell	4,079 -92	-2%	-$5.72K	0.03%	231
2023 Q1	$260K	Buy	4,171 +15	+0.4%	+$908	0.03%	220
2022 Q4	$264K	Buy	+4,156	New	+$251K	0.03%	225
2022 Q3	–	Sell	-3,326	Closed	-$211K	–	233
2022 Q2	$211K	Buy	3,326 +124	+4%	+$7.86K	0.03%	222
2022 Q1	$201K	Buy	+3,202	New	+$195K	0.03%	222

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

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

Resonant Capital Advisors increased its Coca-Cola (KO) stake by 8% in Q2 2026, buying an estimated $96K and bringing the position to 16,333 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #165.

Resonant Capital Advisors first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Resonant Capital Advisors held 16,333 shares of Coca-Cola worth $1.34M as of Q2 2026.
Resonant Capital Advisors bought 1,216 Coca-Cola shares in Q2 2026, an estimated $96K.
Coca-Cola made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #165 holding.
Resonant Capital Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.