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

Sequoia 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
2025
Q3 		– Hold
0
– -$21.2K – 1783
2025
Q2 		– Hold
0
– – – 1570

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Coca-Cola (KO) stake by 3.4% in Q2 2026, buying an estimated $736K and bringing the position to 283,607 shares worth $23M. The position accounts for 0.11% of the portfolio, ranked #130.

Sequoia Financial Advisors first reported a position in KO in Q4 2013 and has held it in 51 quarters since. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sequoia Financial Advisors held 283,607 shares of Coca-Cola worth $23M as of Q2 2026.
  • Sequoia Financial Advisors bought 9,323 Coca-Cola shares in Q2 2026, an estimated $736K.
  • Coca-Cola made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Sequoia Financial Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.