Smart Money Group’s Coca-Cola KO Stock Holding History

Smart Money Group’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	$1.44M	Buy	17,691 +479	+3%	+$37.8K	0.37%	31
2026 Q1	$1.31M	Buy	17,212 +1,534	+10%	+$116K	0.38%	33
2025 Q4	$1.1M	Buy	15,678 +115	+0.7%	+$8.02K	0.32%	45
2025 Q3	$1.03M	Buy	15,563 +682	+5%	+$46.9K	0.31%	46
2025 Q2	$1.05M	Buy	14,881 +1,403	+10%	+$99.9K	0.33%	37
2025 Q1	$965K	Buy	13,478 +2,419	+22%	+$162K	0.33%	35
2024 Q4	$689K	Buy	11,059 +1,071	+11%	+$69.9K	0.24%	66
2024 Q3	$652K	Buy	9,988 +875	+10%	+$59.9K	0.23%	65
2024 Q2	$608K	Buy	9,113 +1,172	+15%	+$72.5K	0.22%	64
2024 Q1	$491K	Buy	7,941 +3,009	+61%	+$181K	0.19%	63
2023 Q4	$291K	Buy	4,932 +877	+22%	+$49.8K	0.13%	71
2023 Q3	$227K	Buy	+4,055	New	+$243K	0.11%	67

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

Smart Money Group's KO Position: Q2 2026 in Review

Smart Money Group increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $37.8K and bringing the position to 17,691 shares worth $1.44M. The position accounts for 0.37% of the portfolio, ranked #31.

Smart Money Group first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Smart Money Group held 17,691 shares of Coca-Cola worth $1.44M as of Q2 2026.
Smart Money Group bought 479 Coca-Cola shares in Q2 2026, an estimated $37.8K.
Coca-Cola made up 0.37% of Smart Money Group's portfolio in Q2 2026, its #31 holding.
Smart Money Group first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.