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Sonoma Allocations’s Coca-Cola KO Stock Holding History

Sonoma Allocations’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 		– Sell
-3,138
Closed -$238K – 140
2026
Q1 		$238K Sell
3,138
-1,270
-29% -$96K 0.08% 134
2025
Q4 		$330K Sell
4,408
-2,341
-35% -$163K 0.11% 105
2025
Q3 		$456K Buy
+6,749
New +$465K 0.17% 72

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sonoma Allocations's KO Position: Q2 2026 in Review

Sonoma Allocations sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,138 shares — an estimated $238K sold.

Sonoma Allocations first reported a position in KO in Q3 2025 and held it in 3 quarters. The position peaked at $456K in Q3 2025. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sonoma Allocations reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 3,138 Coca-Cola shares in Q2 2026, an estimated $238K.
  • Sonoma Allocations first reported a position in Coca-Cola in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's Coca-Cola position peaked at $456K in Q3 2025.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.