Toth Financial Advisory’s Coca-Cola KO Stock Holding History

Toth Financial Advisory’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	$8.16M	Buy	100,394 +1,267	+1%	+$100K	0.8%	48
2026 Q1	$7.54M	Sell	99,127 -1,830	-2%	-$138K	0.83%	45
2025 Q4	$7.06M	Buy	100,957 +1,293	+1%	+$90.1K	0.77%	50
2025 Q3	$6.61M	Sell	99,664 -666	-0.7%	-$45.8K	0.71%	53
2025 Q2	$7.1M	Buy	100,330 +2,648	+3%	+$189K	0.83%	45
2025 Q1	$7M	Buy	97,682 +1,190	+1%	+$79.5K	0.84%	43
2024 Q4	$6.01M	Buy	96,492 +2,953	+3%	+$193K	0.71%	52
2024 Q3	$6.72M	Sell	93,539 -62	-0.1%	-$4.25K	0.79%	46
2024 Q2	$5.96M	Buy	93,601 +5,520	+6%	+$342K	0.76%	48
2024 Q1	$5.39M	Buy	88,081 +4,120	+5%	+$247K	0.67%	53
2023 Q4	$4.95M	Sell	83,961 -1,387	-2%	-$78.8K	0.67%	52
2023 Q3	$4.78M	Sell	85,348 -1,467	-2%	-$88K	0.73%	49
2023 Q2	$5.23M	Buy	86,815 +752	+0.9%	+$46.8K	0.76%	49
2023 Q1	$5.34M	Buy	86,063 +567	+0.7%	+$34.3K	0.83%	46
2022 Q4	$5.44M	Buy	85,496 +1,005	+1%	+$60.7K	0.88%	44
2022 Q3	$4.73M	Buy	84,491 +3,397	+4%	+$211K	0.86%	47
2022 Q2	$5.1M	Buy	81,094 +4,433	+6%	+$281K	0.89%	47
2022 Q1	$4.75M	Buy	76,661 +299	+0.4%	+$18.2K	0.71%	54
2021 Q4	$4.52M	Buy	76,362 +3,256	+4%	+$181K	0.62%	54
2021 Q3	$3.84M	Buy	73,106 +5,846	+9%	+$326K	0.58%	59
2021 Q2	$3.64M	Buy	67,260 +3,852	+6%	+$210K	0.56%	64
2021 Q1	$3.34M	Sell	63,408 -1,007	-2%	-$50.7K	0.53%	64
2020 Q4	$3.53M	Buy	64,415 +468	+0.7%	+$24.2K	0.61%	60
2020 Q3	$3.16M	Buy	63,947 +2	+0%	+$96	0.61%	59
2020 Q2	$2.86M	Buy	63,945 +2,069	+3%	+$95.3K	0.62%	55
2020 Q1	$2.74M	Sell	61,876 -1,397	-2%	-$75.4K	0.79%	49
2019 Q4	$3.5M	Sell	63,273 -58	-0.1%	-$3.12K	0.71%	52
2019 Q3	$3.45M	Sell	63,331 -75	-0.1%	-$4.02K	0.76%	50
2019 Q2	$3.23M	Sell	63,406 -247	-0.4%	-$12.1K	0.72%	54
2019 Q1	$2.98M	Sell	63,653 -10,224	-14%	-$478K	0.7%	55
2018 Q4	$3.5M	Buy	73,877 +8,310	+13%	+$398K	0.96%	43
2018 Q3	$3.03M	Sell	65,567 -5,977	-8%	-$273K	0.67%	55
2018 Q2	$3.14M	Sell	71,544 -1,410	-2%	-$60.9K	0.74%	50
2018 Q1	$3.17M	Sell	72,954 -2,840	-4%	-$128K	0.77%	49
2017 Q4	$3.48M	Sell	75,794 -1,070	-1%	-$49.2K	0.82%	49
2017 Q3	$3.46M	Sell	76,864 -1,621	-2%	-$73.7K	0.87%	47
2017 Q2	$3.52M	Sell	78,485 -2,017	-3%	-$89.1K	0.92%	47
2017 Q1	$3.42M	Sell	80,502 -2,982	-4%	-$124K	0.91%	50
2016 Q4	$3.46M	Sell	83,484 -2,934	-3%	-$122K	0.99%	44
2016 Q3	$3.66M	Sell	86,418 -1,890	-2%	-$82.8K	1.07%	40
2016 Q2	$4M	Sell	88,308 -1,020	-1%	-$46.1K	1.22%	35
2016 Q1	$4.14M	Sell	89,328 -1,821	-2%	-$79.3K	1.35%	31
2015 Q4	$3.92M	Buy	91,149 +1,014	+1%	+$43K	1.3%	34
2015 Q3	$3.62M	Sell	90,135 -85	-0.1%	-$3.4K	1.32%	34
2015 Q2	$3.54M	Sell	90,220 -528	-0.6%	-$21.5K	1.18%	37
2015 Q1	$3.68M	Sell	90,748 -2,183	-2%	-$91.3K	1.23%	38
2014 Q4	$3.92M	Buy	92,931 +7,045	+8%	+$301K	1.36%	32
2014 Q3	$3.66M	Buy	85,886 +1,186	+1%	+$49K	1.38%	33
2014 Q2	$3.59M	Buy	84,700 +2,966	+4%	+$120K	1.36%	34
2014 Q1	$3.16M	Buy	81,734 +270	+0.3%	+$10.4K	1.28%	36
2013 Q4	$3.37M	Sell	81,464 -959	-1%	-$37.8K	1.43%	31
2013 Q3	$3.12M	Buy	82,423 +277	+0.3%	+$10.9K	1.46%	31
2013 Q2	$3.29M	Buy	+82,146	New	+$3.4M	1.62%	27

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

Toth Financial Advisory's KO Position: Q2 2026 in Review

Toth Financial Advisory increased its Coca-Cola (KO) stake by 1.3% in Q2 2026, buying an estimated $100K and bringing the position to 100,394 shares worth $8.16M. The position accounts for 0.8% of the portfolio, ranked #48.

Toth Financial Advisory first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Toth Financial Advisory held 100,394 shares of Coca-Cola worth $8.16M as of Q2 2026.
Toth Financial Advisory bought 1,267 Coca-Cola shares in Q2 2026, an estimated $100K.
Coca-Cola made up 0.8% of Toth Financial Advisory's portfolio in Q2 2026, its #48 holding.
Toth Financial Advisory first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.