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Signature Estate & Investment Advisors’s Coca-Cola KO Stock Holding History

Signature Estate & Investment 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 		$7.9M Sell
97,159
-48,100
-33% -$3.8M 0.14% 72
2026
Q1 		$11M Buy
145,259
+48,345
+50% +$3.65M 0.22% 58
2025
Q4 		$6.78M Buy
96,914
+4,723
+5% +$329K 0.14% 77
2025
Q3 		$6.11M Buy
92,191
+4,828
+6% +$332K 0.13% 82
2025
Q2 		$6.18M Buy
87,363
+74,966
+605% +$5.34M 0.14% 75
2025
Q1 		$888K Buy
12,397
+5,930
+92% +$396K 0.02% 238
2024
Q4 		$403K Buy
6,467
+9
+0.1% +$587 0.01% 374
2024
Q3 		$464K Buy
6,458
+41
+0.6% +$2.81K 0.01% 318
2024
Q2 		$408K Buy
+6,417
New +$397K 0.01% 325
2022
Q3 		– Sell
-3,858
Closed -$243K – 165
2022
Q2 		$243K Buy
3,858
+279
+8% +$17.7K 0.01% 156
2022
Q1 		$222K Sell
3,579
-207
-5% -$12.6K 0.01% 155
2021
Q4 		$224K Sell
3,786
-860
-19% -$47.9K 0.01% 154
2021
Q3 		$244K Buy
4,646
+552
+13% +$30.8K 0.01% 149
2021
Q2 		$221K Sell
4,094
-76
-2% -$4.13K 0.01% 154
2021
Q1 		$220K Hold
4,170
– – 0.01% 157
2020
Q4 		$229K Buy
4,170
+3
+0.1% +$155 0.01% 146
2020
Q3 		$206K Buy
+4,167
New +$200K 0.01% 145
2019
Q1 		– Sell
-3,281
Closed -$155K – 173
2018
Q4 		$155K Buy
3,281
+513
+19% +$24.6K 0.01% 153
2018
Q3 		$128K Buy
2,768
+125
+5% +$5.71K 0.01% 135
2018
Q2 		$116K Buy
+2,643
New +$114K 0.01% 149
2018
Q1 		– Sell
-5,033
Closed -$231K – 156
2017
Q4 		$231K Sell
5,033
-28
-0.6% -$1.29K 0.02% 132
2017
Q3 		$228K Buy
5,061
+9
+0.2% +$409 0.03% 123
2017
Q2 		$227K Buy
5,052
+2,327
+85% +$103K 0.03% 119
2017
Q1 		$116K Buy
2,725
+129
+5% +$5.38K 0.01% 180
2016
Q4 		$108K Buy
2,596
+18
+0.7% +$749 0.02% 153
2016
Q3 		$109K Sell
2,578
-1,551
-38% -$68K 0.02% 151
2016
Q2 		$187K Buy
4,129
+743
+22% +$33.6K 0.03% 121
2016
Q1 		$157K Buy
+3,386
New +$147K 0.03% 102

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Signature Estate & Investment Advisors's KO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Coca-Cola (KO) stake by 33% in Q2 2026, selling an estimated $3.8M and leaving 97,159 shares worth $7.9M. The position accounts for 0.14% of the portfolio, ranked #72.

Signature Estate & Investment Advisors first reported a position in KO in Q1 2016 and has held it in 28 quarters since. The position peaked at $11M in Q1 2026. 2,404 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Signature Estate & Investment Advisors held 97,159 shares of Coca-Cola worth $7.9M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 48,100 Coca-Cola shares in Q2 2026, an estimated $3.8M.
  • Coca-Cola made up 0.14% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Signature Estate & Investment Advisors first reported a position in Coca-Cola in Q1 2016 and has held it in 28 quarters since.
  • Signature Estate & Investment Advisors's Coca-Cola position peaked at $11M in Q1 2026.
  • 2,404 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.