Trinity Financial Advisors’s Coca-Cola KO Stock Holding History

Trinity Financial Advisors’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	$318K	Buy	3,887 +4	+0.1%	+$316	0.08%	74
2026 Q1	$297K	Hold	3,883	–	–	0.08%	73
2025 Q4	$271K	Buy	3,883 +9	+0.2%	+$627	0.08%	77
2025 Q3	$259K	Buy	3,874 +4	+0.1%	+$275	0.07%	88
2025 Q2	$276K	Hold	3,870	–	–	0.08%	77
2025 Q1	$283K	Sell	3,870 -3	-0.1%	-$200	0.1%	72
2024 Q4	$240K	Buy	3,873 +8	+0.2%	+$522	0.09%	74
2024 Q3	$258K	Buy	3,865 +11	+0.3%	+$753	0.12%	68
2024 Q2	$247K	Buy	3,854 +4	+0.1%	+$248	0.11%	72
2024 Q1	$236K	Hold	3,850	–	–	0.11%	65
2023 Q4	$227K	Buy	3,850 +9	+0.2%	+$511	0.11%	67
2023 Q3	$215K	Buy	3,841 +4	+0.1%	+$240	0.11%	69
2023 Q2	$231K	Buy	3,837 +4	+0.1%	+$249	0.12%	68
2023 Q1	$238K	Hold	3,833	–	–	0.15%	62
2022 Q4	$244K	Hold	3,833	–	–	0.16%	56
2022 Q3	$215K	Buy	+3,833	New	+$238K	0.16%	67
2022 Q2	–	Sell	-3,833	Closed	-$238K	–	43
2022 Q1	$238K	Hold	3,833	–	–	0.15%	58
2021 Q4	$227K	Hold	3,833	–	–	0.13%	57
2021 Q3	$201K	Hold	3,833	–	–	0.13%	52
2021 Q2	$207K	Buy	+3,833	New	+$209K	0.15%	52

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Trinity Financial Advisors's KO Position: Q2 2026 in Review

Trinity Financial Advisors increased its Coca-Cola (KO) stake by 0.1% in Q2 2026, buying an estimated $316 and bringing the position to 3,887 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #74.

Trinity Financial Advisors first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Trinity Financial Advisors held 3,887 shares of Coca-Cola worth $318K as of Q2 2026.
Trinity Financial Advisors bought 4 Coca-Cola shares in Q2 2026, an estimated $316.
Coca-Cola made up 0.08% of Trinity Financial Advisors's portfolio in Q2 2026, its #74 holding.
Trinity Financial Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.