Threadgill Financial’s Coca-Cola KO Stock Holding History

Threadgill Financial’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	$278K	Buy	3,417 +62	+2%	+$4.9K	0.11%	32
2026 Q1	$255K	Hold	3,355	–	–	0.07%	40
2025 Q4	$235K	Hold	3,355	–	–	0.1%	50
2025 Q3	$222K	Sell	3,355 -664	-17%	-$45.7K	0.11%	49
2025 Q2	$284K	Hold	4,019	–	–	0.15%	40
2025 Q1	$288K	Hold	4,019	–	–	0.15%	37
2024 Q4	$250K	Sell	4,019 -443	-10%	-$28.9K	0.13%	42
2024 Q3	$321K	Sell	4,462 -713	-14%	-$48.8K	0.19%	39
2024 Q2	$329K	Hold	5,175	–	–	0.15%	48
2024 Q1	$317K	Buy	5,175 +614	+13%	+$36.9K	0.14%	53
2023 Q4	$269K	Hold	4,561	–	–	0.18%	39
2023 Q3	$241K	Hold	4,561	–	–	0.18%	40
2023 Q2	$279K	Buy	4,561 +150	+3%	+$9.33K	0.32%	31
2023 Q1	$274K	Hold	4,411	–	–	0.33%	31
2022 Q4	$281K	Buy	4,411 +14	+0.3%	+$845	0.29%	35
2022 Q3	$246K	Buy	4,397 +6	+0.1%	+$373	0.24%	36
2022 Q2	$276K	Buy	4,391 +6	+0.1%	+$380	0.23%	36
2022 Q1	$272K	Hold	4,385	–	–	0.11%	38
2021 Q4	$258K	Sell	4,385 -897	-17%	-$49.9K	0.15%	36
2021 Q3	$284K	Buy	+5,282	New	+$294K	0.24%	44

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Threadgill Financial's KO Position: Q2 2026 in Review

Threadgill Financial increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $4.9K and bringing the position to 3,417 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #32.

Threadgill Financial first reported a position in KO in Q3 2021 and has held it in 20 quarters since. The position peaked at $329K in Q2 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Threadgill Financial held 3,417 shares of Coca-Cola worth $278K as of Q2 2026.
Threadgill Financial bought 62 Coca-Cola shares in Q2 2026, an estimated $4.9K.
Coca-Cola made up 0.11% of Threadgill Financial's portfolio in Q2 2026, its #32 holding.
Threadgill Financial first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
Threadgill Financial's Coca-Cola position peaked at $329K in Q2 2024.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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