Southland Equity Partners’s Coca-Cola KO Stock Holding History

Southland Equity Partners’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	$412K	Buy	5,075 +209	+4%	+$16.5K	0.07%	193
2026 Q1	$370K	Buy	4,866 +55	+1%	+$4.16K	0.07%	182
2025 Q4	$336K	Buy	4,811 +231	+5%	+$16.1K	0.07%	189
2025 Q3	$304K	Buy	4,580 +219	+5%	+$15.1K	0.06%	190
2025 Q2	$309K	Buy	4,361 +224	+5%	+$16K	0.07%	179
2025 Q1	$296K	Buy	4,137 +207	+5%	+$13.8K	0.07%	180
2024 Q4	$245K	Buy	3,930 +60	+2%	+$3.92K	0.06%	193
2024 Q3	$278K	Sell	3,870 -435	-10%	-$29.8K	0.07%	180
2024 Q2	$274K	Buy	4,305 +17	+0.4%	+$1.05K	0.08%	169
2024 Q1	$262K	Buy	4,288 +163	+4%	+$9.79K	0.07%	181
2023 Q4	$243K	Buy	4,125 +87	+2%	+$4.94K	0.08%	170
2023 Q3	$226K	Buy	4,038 +197	+5%	+$11.8K	0.08%	172
2023 Q2	$231K	Sell	3,841 -18	-0.5%	-$1.12K	0.08%	168
2023 Q1	$239K	Buy	3,859 +192	+5%	+$11.6K	0.09%	162
2022 Q4	$233K	Buy	+3,667	New	+$221K	0.09%	157

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

Southland Equity Partners's KO Position: Q2 2026 in Review

Southland Equity Partners increased its Coca-Cola (KO) stake by 4.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,075 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #193.

Southland Equity Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Southland Equity Partners held 5,075 shares of Coca-Cola worth $412K as of Q2 2026.
Southland Equity Partners bought 209 Coca-Cola shares in Q2 2026, an estimated $16.5K.
Coca-Cola made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #193 holding.
Southland Equity Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.