Second Half Financial Partners’s Coca-Cola KO Stock Holding History

Second Half Financial Partners’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	$427K	Sell	5,252 -94	-2%	-$7.42K	0.18%	61
2026 Q1	$407K	Buy	5,346 +905	+20%	+$68.4K	0.18%	59
2025 Q4	$310K	Hold	4,441	–	–	0.14%	66
2025 Q3	$295K	Sell	4,441 -75	-2%	-$5.16K	0.13%	70
2025 Q2	$319K	Buy	+4,516	New	+$322K	0.15%	60
2023 Q3	–	Sell	-50,523	Closed	-$3.04M	–	97
2023 Q2	$3.04M	Buy	+50,523	New	+$3.14M	0.69%	42

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Second Half Financial Partners's KO Position: Q2 2026 in Review

Second Half Financial Partners reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $7.42K and leaving 5,252 shares worth $427K. The position accounts for 0.18% of the portfolio, ranked #61.

Second Half Financial Partners first reported a position in KO in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.04M in Q2 2023. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Second Half Financial Partners held 5,252 shares of Coca-Cola worth $427K as of Q2 2026.
Second Half Financial Partners sold 94 Coca-Cola shares in Q2 2026, an estimated $7.42K.
Coca-Cola made up 0.18% of Second Half Financial Partners's portfolio in Q2 2026, its #61 holding.
Second Half Financial Partners first reported a position in Coca-Cola in Q2 2023 and has held it in 6 quarters since.
Second Half Financial Partners's Coca-Cola position peaked at $3.04M in Q2 2023.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.