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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
2019
Q1 		– Sell
-200
Closed -$9K – 438
2018
Q4 		$9K Hold
200
– – ﹤0.01% 289
2018
Q3 		$9K Buy
+200
New +$9.14K ﹤0.01% 320

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 1,662 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.
  • 1,662 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.