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

Team 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 		– Sell
-202
Closed -$15.4K – 167
2026
Q1 		$15.4K Sell
202
-33
-14% -$2.5K 0.01% 177
2025
Q4 		$16.4K Buy
235
+4
+2% +$279 0.01% 162
2025
Q3 		$15.3K Buy
231
+1
+0.4% +$69 0.01% 159
2025
Q2 		$16.3K Buy
+230
New +$16.4K 0.01% 148
2024
Q1 		– Sell
-150
Closed -$8.86K – 131
2023
Q4 		$8.86K Buy
150
+2
+1% +$114 0.01% 119
2023
Q3 		$8.35K Buy
+148
New +$8.88K 0.01% 121

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Team Financial Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 202 shares — an estimated $15.4K sold.

Team Financial Group first reported a position in KO in Q3 2023 and held it in 6 quarters. The position peaked at $16.4K in Q4 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Team Financial Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 202 Coca-Cola shares in Q2 2026, an estimated $15.4K.
  • Team Financial Group first reported a position in Coca-Cola in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Coca-Cola position peaked at $16.4K in Q4 2025.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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