Teamwork Financial Advisors’s Coca-Cola KO Stock Holding History

Teamwork Financial 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	$214K	Sell	2,627 -593	-18%	-$46.8K	0.02%	187
2026 Q1	$245K	Buy	+3,220	New	+$243K	0.03%	193
2025 Q4	–	Sell	-3,063	Closed	-$203K	–	217
2025 Q3	$203K	Buy	+3,063	New	+$211K	0.02%	194
2024 Q2	–	Sell	-6,783	Closed	-$415K	–	170
2024 Q1	$415K	Sell	6,783 -466	-6%	-$28K	0.06%	117
2023 Q4	$427K	Sell	7,249 -5,294	-42%	-$301K	0.07%	110
2023 Q3	$702K	Sell	12,543 -66,944	-84%	-$4.02M	0.11%	106
2023 Q2	$4.79M	Buy	79,487 +57,910	+268%	+$3.6M	0.78%	31
2023 Q1	$1.34M	Buy	+21,577	New	+$1.31M	0.25%	69

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Teamwork Financial Advisors's KO Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Coca-Cola (KO) stake by 18% in Q2 2026, selling an estimated $46.8K and leaving 2,627 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #187.

Teamwork Financial Advisors first reported a position in KO in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.79M in Q2 2023. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Teamwork Financial Advisors held 2,627 shares of Coca-Cola worth $214K as of Q2 2026.
Teamwork Financial Advisors sold 593 Coca-Cola shares in Q2 2026, an estimated $46.8K.
Coca-Cola made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #187 holding.
Teamwork Financial Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 8 quarters since.
Teamwork Financial Advisors's Coca-Cola position peaked at $4.79M in Q2 2023.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.