Southern Capital Advisors’s Coca-Cola KO Stock Holding History

Southern Capital 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	$245K	Hold	3,015	–	–	0.1%	75
2026 Q1	$229K	Hold	3,015	–	–	0.11%	77
2025 Q4	$211K	Buy	+3,015	New	+$210K	0.1%	81
2025 Q3	–	Sell	-3,015	Closed	-$213K	–	84
2025 Q2	$213K	Hold	3,015	–	–	0.11%	75
2025 Q1	$216K	Buy	+3,015	New	+$201K	0.12%	76
2024 Q4	–	Sell	-3,015	Closed	-$217K	–	78
2024 Q3	$217K	Sell	3,015 -1,958	-39%	-$134K	0.12%	70
2024 Q2	$317K	Sell	4,973 -12	-0.2%	-$743	0.19%	50
2024 Q1	$305K	Buy	+4,985	New	+$299K	0.19%	52
2023 Q2	–	Sell	-4,351	Closed	-$270K	–	78
2023 Q1	$270K	Sell	4,351 -1,119	-20%	-$67.8K	0.2%	57
2022 Q4	$348K	Buy	5,470 +278	+5%	+$16.8K	0.27%	51
2022 Q3	$291K	Sell	5,192 -59	-1%	-$3.67K	0.24%	48
2022 Q2	$330K	Sell	5,251 -48	-0.9%	-$3.04K	0.26%	49
2022 Q1	$329K	Sell	5,299 -597	-10%	-$36.3K	0.23%	51
2021 Q4	$349K	Buy	+5,896	New	+$328K	0.22%	51

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Southern Capital Advisors's KO Position: Q2 2026 in Review

Southern Capital Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,015 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #75.

Southern Capital Advisors first reported a position in KO in Q4 2021 and has held it in 14 quarters since. The position peaked at $349K in Q4 2021. 1,503 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Southern Capital Advisors held 3,015 shares of Coca-Cola worth $245K as of Q2 2026.
Southern Capital Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.1% of Southern Capital Advisors's portfolio in Q2 2026, its #75 holding.
Southern Capital Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 14 quarters since.
Southern Capital Advisors's Coca-Cola position peaked at $349K in Q4 2021.
1,503 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.