Slagle Financial’s Coca-Cola KO Stock Holding History

Slagle 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	$7.99M	Buy	98,276 +2,180	+2%	+$172K	2.39%	5
2026 Q1	$7.31M	Buy	96,096 +2,333	+2%	+$176K	2.41%	5
2025 Q4	$6.55M	Buy	93,763 +459	+0.5%	+$32K	2.29%	7
2025 Q3	$6.19M	Buy	93,304 +3,963	+4%	+$273K	2.27%	6
2025 Q2	$6.32M	Buy	89,341 +3,378	+4%	+$241K	2.55%	6
2025 Q1	$6.16M	Sell	85,963 -214	-0.2%	-$14.3K	2.73%	6
2024 Q4	$5.37M	Buy	86,177 +8,613	+11%	+$562K	2.42%	6
2024 Q3	$5.57M	Buy	77,564 +5,273	+7%	+$361K	2.47%	6
2024 Q2	$4.6M	Buy	72,291 +5,680	+9%	+$352K	2.36%	9
2024 Q1	$4.08M	Sell	66,611 -29,949	-31%	-$1.8M	2.21%	9
2023 Q4	$2.85M	Buy	96,560 +48,581	+101%	+$2.76M	1.63%	17
2023 Q3	$2.69M	Buy	47,979 +2,036	+4%	+$122K	1.65%	16
2023 Q2	$2.77M	Buy	+45,943	New	+$2.86M	1.72%	15

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

Slagle Financial's KO Position: Q2 2026 in Review

Slagle Financial increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $172K and bringing the position to 98,276 shares worth $7.99M. The position accounts for 2.39% of the portfolio, ranked #5.

Slagle Financial first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Slagle Financial held 98,276 shares of Coca-Cola worth $7.99M as of Q2 2026.
Slagle Financial bought 2,180 Coca-Cola shares in Q2 2026, an estimated $172K.
Coca-Cola made up 2.39% of Slagle Financial's portfolio in Q2 2026, its #5 holding.
Slagle Financial first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.