Taylor Financial Group’s Coca-Cola KO Stock Holding History

Taylor Financial Group’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	$229K	Hold	2,814	–	–	0.13%	98
2026 Q1	$214K	Sell	2,814 -708	-20%	-$53.5K	0.13%	96
2025 Q4	$246K	Hold	3,522	–	–	0.14%	93
2025 Q3	$234K	Hold	3,522	–	–	0.13%	96
2025 Q2	$249K	Hold	3,522	–	–	0.16%	87
2025 Q1	$252K	Buy	+3,522	New	+$235K	0.18%	85
2024 Q4	–	Sell	-2,993	Closed	-$215K	–	99
2024 Q3	$215K	Buy	+2,993	New	+$205K	0.15%	95

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Taylor Financial Group's KO Position: Q2 2026 in Review

Taylor Financial Group held its Coca-Cola (KO) position steady in Q2 2026 at 2,814 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #98.

Taylor Financial Group first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $252K in Q1 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Taylor Financial Group held 2,814 shares of Coca-Cola worth $229K as of Q2 2026.
Taylor Financial Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.13% of Taylor Financial Group's portfolio in Q2 2026, its #98 holding.
Taylor Financial Group first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
Taylor Financial Group's Coca-Cola position peaked at $252K in Q1 2025.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.