Secured Retirement Advisors’s Coca-Cola KO Stock Holding History

Secured Retirement 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	$1.92M	Buy	23,624 +17,354	+277%	+$1.37M	0.99%	27
2026 Q1	$477K	Buy	6,270 +2,427	+63%	+$183K	0.27%	108
2025 Q4	$269K	Buy	3,843 +195	+5%	+$13.6K	0.15%	113
2025 Q3	$242K	Buy	3,648 +373	+11%	+$25.7K	0.14%	118
2025 Q2	$232K	Buy	+3,275	New	+$233K	0.14%	107

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

Secured Retirement Advisors's KO Position: Q2 2026 in Review

Secured Retirement Advisors increased its Coca-Cola (KO) stake by 277% in Q2 2026, buying an estimated $1.37M and bringing the position to 23,624 shares worth $1.92M. The position accounts for 0.99% of the portfolio, ranked #27.

Secured Retirement Advisors first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Secured Retirement Advisors held 23,624 shares of Coca-Cola worth $1.92M as of Q2 2026.
Secured Retirement Advisors bought 17,354 Coca-Cola shares in Q2 2026, an estimated $1.37M.
Coca-Cola made up 0.99% of Secured Retirement Advisors's portfolio in Q2 2026, its #27 holding.
Secured Retirement Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.