Strategic Point Investment Advisors’s Coca-Cola KO Stock Holding History

Strategic Point Investment 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	Buy	3,020 +70	+2%	+$5.53K	0.03%	36
2026 Q1	$224K	Sell	2,950 -70	-2%	-$5.29K	0.03%	34
2025 Q4	$211K	Sell	3,020 -360	-11%	-$25.1K	0.03%	36
2025 Q3	$224K	Hold	3,380	–	–	0.03%	33
2025 Q2	$239K	Hold	3,380	–	–	0.04%	33
2025 Q1	$242K	Hold	3,380	–	–	0.04%	33
2024 Q4	$210K	Hold	3,380	–	–	0.03%	33
2024 Q3	$243K	Hold	3,380	–	–	0.04%	32
2024 Q2	$215K	Buy	3,380 +70	+2%	+$4.33K	0.04%	34
2024 Q1	$203K	Buy	+3,310	New	+$199K	0.04%	33
2023 Q2	–	Sell	-3,310	Closed	-$205K	–	35
2023 Q1	$205K	Hold	3,310	–	–	0.05%	30
2022 Q4	$211K	Buy	+3,310	New	+$200K	0.05%	30
2022 Q3	–	Sell	-3,310	Closed	-$208K	–	31
2022 Q2	$208K	Buy	+3,310	New	+$210K	0.06%	28

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

Strategic Point Investment Advisors's KO Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $5.53K and bringing the position to 3,020 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #36.

Strategic Point Investment Advisors first reported a position in KO in Q2 2022 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Strategic Point Investment Advisors held 3,020 shares of Coca-Cola worth $245K as of Q2 2026.
Strategic Point Investment Advisors bought 70 Coca-Cola shares in Q2 2026, an estimated $5.53K.
Coca-Cola made up 0.03% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #36 holding.
Strategic Point Investment Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 13 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.