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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Toth Financial Advisory's KO Position: Q3 2026 in Review

Toth Financial Advisory reduced its Coca-Cola (KO) stake by 1.2% in Q3 2026, selling an estimated $106K and leaving 99,167 shares worth $8.54M. The position accounts for 0.85% of the portfolio, ranked #41.

Toth Financial Advisory first reported a position in KO in Q2 2013 and has held it in 54 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Toth Financial Advisory held 99,167 shares of Coca-Cola worth $8.54M as of Q3 2026.
Toth Financial Advisory sold 1,227 Coca-Cola shares in Q3 2026, an estimated $106K.
Coca-Cola made up 0.85% of Toth Financial Advisory's portfolio in Q3 2026, its #41 holding.
Toth Financial Advisory first reported a position in Coca-Cola in Q2 2013 and has held it in 54 quarters since.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.