Sara-Bay Financial’s Coca-Cola KO Stock Holding History

Sara-Bay 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	$330K	Hold	4,059	–	–	0.09%	70
2026 Q1	$309K	Hold	4,059	–	–	0.09%	64
2025 Q4	$284K	Hold	4,059	–	–	0.09%	69
2025 Q3	$269K	Hold	4,059	–	–	0.08%	71
2025 Q2	$287K	Hold	4,059	–	–	0.1%	65
2025 Q1	$286K	Hold	4,059	–	–	0.13%	67
2024 Q4	$252K	Hold	4,059	–	–	0.09%	79
2024 Q3	$292K	Buy	4,059 +220	+6%	+$15.1K	0.11%	74
2024 Q2	$244K	Hold	3,839	–	–	0.1%	78
2024 Q1	$233K	Hold	3,839	–	–	0.1%	77
2023 Q4	$226K	Hold	3,839	–	–	0.11%	77
2023 Q3	$215K	Hold	3,839	–	–	0.11%	72
2023 Q2	$231K	Hold	3,839	–	–	0.11%	71
2023 Q1	$238K	Hold	3,839	–	–	0.12%	70
2022 Q4	$244K	Buy	+3,839	New	+$232K	0.14%	70
2022 Q3	–	Sell	-3,839	Closed	-$242K	–	83
2022 Q2	$242K	Hold	3,839	–	–	0.12%	73
2022 Q1	$238K	Hold	3,839	–	–	0.09%	74
2021 Q4	$227K	Sell	3,839 -450	-10%	-$25.1K	0.07%	75
2021 Q3	$225K	Sell	4,289 -189	-4%	-$10.5K	0.09%	69
2021 Q2	$242K	Hold	4,478	–	–	0.09%	72
2021 Q1	$236K	Sell	4,478 -176	-4%	-$8.86K	0.1%	73
2020 Q4	$255K	Hold	4,654	–	–	0.12%	67
2020 Q3	$230K	Sell	4,654 -100	-2%	-$4.81K	0.13%	66
2020 Q2	$215K	Buy	+4,754	New	+$219K	0.12%	73

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Sara-Bay Financial's KO Position: Q2 2026 in Review

Sara-Bay Financial held its Coca-Cola (KO) position steady in Q2 2026 at 4,059 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #70.

Sara-Bay Financial first reported a position in KO in Q2 2020 and has held it in 24 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sara-Bay Financial held 4,059 shares of Coca-Cola worth $330K as of Q2 2026.
Sara-Bay Financial left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.09% of Sara-Bay Financial's portfolio in Q2 2026, its #70 holding.
Sara-Bay Financial first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.