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Sovran Advisors’s Coca-Cola KO Stock Holding History

Sovran 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 		$1.13M Sell
12,779
-3,165
-20% -$250K 0.08% 241
2026
Q1 		$1.26M Sell
15,944
-3,031
-16% -$229K 0.1% 208
2025
Q4 		$1.34M Sell
18,975
-681
-3% -$47.5K 0.11% 190
2025
Q3 		$1.36M Sell
19,656
-476
-2% -$32.8K 0.12% 182
2025
Q2 		$1.41M Buy
20,132
+597
+3% +$42.5K 0.15% 155
2025
Q1 		$1.43M Buy
19,535
+5,894
+43% +$394K 0.19% 132
2024
Q4 		$846K Buy
+13,641
New +$890K 0.12% 172

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sovran Advisors's KO Position: Q2 2026 in Review

Sovran Advisors reduced its Coca-Cola (KO) stake by 20% in Q2 2026, selling an estimated $250K and leaving 12,779 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #241.

Sovran Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sovran Advisors held 12,779 shares of Coca-Cola worth $1.13M as of Q2 2026.
  • Sovran Advisors sold 3,165 Coca-Cola shares in Q2 2026, an estimated $250K.
  • Coca-Cola made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #241 holding.
  • Sovran Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Coca-Cola position peaked at $1.43M in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.