USA FINANCIAL FORMULAS’s Coca-Cola KO Stock Holding History

USA FINANCIAL FORMULAS’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	$53.2K	Buy	+654	New	+$51.7K	0.01%	269

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

USA FINANCIAL FORMULAS's KO Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Coca-Cola (KO) in Q2 2026: 654 shares worth $53.2K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

2,080 funds tracked by Wall St. Rank hold KO as of Q2 2026.

USA FINANCIAL FORMULAS held 654 shares of Coca-Cola worth $53.2K as of Q2 2026.
Coca-Cola was a new USA FINANCIAL FORMULAS position in Q2 2026.
Coca-Cola made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #269 holding.
2,080 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.