Transamerica Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
17,731
+918
| +5% | +$72.5K | 0.12% | 171 |
|
|
2026
Q1 | $1.28M | Buy |
16,813
+345
| +2% | +$26.1K | 0.11% | 175 |
|
|
2025
Q4 | $1.15M | Buy |
16,468
+1,141
| +7% | +$79.5K | 0.1% | 186 |
|
|
2025
Q3 | $1.02M | Buy |
15,327
+1,792
| +13% | +$123K | 0.08% | 167 |
|
|
2025
Q2 | $958K | Sell |
13,535
-548
| -4% | -$39K | 0.09% | 152 |
|
|
2025
Q1 | $1.01M | Sell |
14,083
-1,620
| -10% | -$108K | 0.1% | 151 |
|
|
2024
Q4 | $978K | Buy |
15,703
+2,183
| +16% | +$142K | 0.1% | 149 |
|
|
2024
Q3 | $972K | Sell |
13,520
-938
| -6% | -$64.2K | 0.09% | 160 |
|
|
2024
Q2 | $921K | Hold |
14,458
| – | – | 0.1% | 144 |
|
|
2024
Q1 | $885K | Buy |
14,458
+2,934
| +25% | +$176K | 0.09% | 163 |
|
|
2023
Q4 | $680K | Sell |
11,524
-5,894
| -34% | -$335K | 0.09% | 147 |
|
|
2023
Q3 | $976K | Sell |
17,418
-1,168
| -6% | -$70.1K | 0.13% | 130 |
|
|
2023
Q2 | $1.12M | Sell |
18,586
-107
| -0.6% | -$6.66K | 0.15% | 124 |
|
|
2023
Q1 | $1.16M | Sell |
18,693
-2,834
| -13% | -$172K | 0.15% | 109 |
|
|
2022
Q4 | $1.37M | Buy |
21,527
+4,041
| +23% | +$244K | 0.2% | 99 |
|
|
2022
Q3 | $980K | Buy |
17,486
+38
| +0.2% | +$2.36K | 0.14% | 117 |
|
|
2022
Q2 | $1.1M | Buy |
17,448
+17,437
| +158,518% | +$1.11M | 0.16% | 100 |
|
|
2022
Q1 | $1K | Sell |
11
-2
| -15% | -$122 | 0.04% | 86 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $1K | Buy |
13
+1
| +8% | +$50 | 0.02% | 160 |
|
|
2020
Q4 | $1K | Sell |
12
-9
| -43% | -$465 | 0.02% | 152 |
|
|
2020
Q3 | $2K | Sell |
21
-3,874
| -99% | -$186K | 0.04% | 103 |
|
|
2020
Q2 | $175K | Buy |
+3,895
| New | +$179K | 0.04% | 180 |
|
|
2019
Q3 | – | Sell |
-2,655
| Closed | -$136K | – | 344 |
|
|
2019
Q2 | $136K | Buy |
+2,655
| New | +$130K | 0.03% | 202 |
|
|
2019
Q1 | – | Sell |
-848
| Closed | -$41K | – | 307 |
|
|
2018
Q4 | $41K | Buy |
848
+721
| +568% | +$34.5K | 0.01% | 222 |
|
|
2018
Q3 | $6K | Buy |
+127
| New | +$5.8K | ﹤0.01% | 328 |
|
|
2016
Q2 | – | Sell |
-3,868
| Closed | -$180K | – | 561 |
|
|
2016
Q1 | $180K | Buy |
3,868
+53
| +1% | +$2.31K | 0.02% | 293 |
|
|
2015
Q4 | $164K | Buy |
3,815
+735
| +24% | +$31.2K | 0.01% | 312 |
|
|
2015
Q3 | $124K | Sell |
3,080
-7,228
| -70% | -$289K | 0.01% | 317 |
|
|
2015
Q2 | $405K | Sell |
10,308
-489
| -5% | -$19.9K | 0.03% | 250 |
|
|
2015
Q1 | $438K | Sell |
10,797
-8,721
| -45% | -$365K | 0.03% | 242 |
|
|
2014
Q4 | $825K | Buy |
19,518
+1,107
| +6% | +$47.3K | 0.06% | 145 |
|
|
2014
Q3 | $786K | Sell |
18,411
-329
| -2% | -$13.6K | 0.07% | 132 |
|
|
2014
Q2 | $793K | Buy |
18,740
+11,551
| +161% | +$469K | 0.07% | 137 |
|
|
2014
Q1 | $278K | Buy |
7,189
+6,454
| +878% | +$249K | 0.03% | 219 |
|
|
2013
Q4 | $31K | Buy |
735
+2
| +0.3% | +$79 | ﹤0.01% | 375 |
|
|
2013
Q3 | $28K | Hold |
733
| – | – | ﹤0.01% | 366 |
|
|
2013
Q2 | $30K | Buy |
+733
| New | +$30.3K | ﹤0.01% | 338 |
|
Other funds holding KO
Transamerica Financial Advisors's KO Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Coca-Cola (KO) stake by 5.5% in Q2 2026, buying an estimated $72.5K and bringing the position to 17,731 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #171.
Transamerica Financial Advisors first reported a position in KO in Q2 2013 and has held it in 40 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Transamerica Financial Advisors held 17,731 shares of Coca-Cola worth $1.44M as of Q2 2026.
- Transamerica Financial Advisors bought 918 Coca-Cola shares in Q2 2026, an estimated $72.5K.
- Coca-Cola made up 0.12% of Transamerica Financial Advisors's portfolio in Q2 2026, its #171 holding.
- Transamerica Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 40 quarters since.
- 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.