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

Valeo 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	$6.32M	Buy	77,730 +5,928	+8%	+$468K	0.13%	77
2026 Q1	$5.46M	Sell	71,802 -28,812	-29%	-$2.18M	0.13%	79
2025 Q4	$7.03M	Buy	100,614 +3,221	+3%	+$225K	0.16%	73
2025 Q3	$6.46M	Sell	97,393 -3,303	-3%	-$227K	0.15%	72
2025 Q2	$7.12M	Sell	100,696 -21,484	-18%	-$1.53M	0.18%	64
2025 Q1	$6.68M	Buy	122,180 +6,143	+5%	+$410K	0.19%	61
2024 Q4	$5.43M	Sell	116,037 -4,299	-4%	-$281K	0.15%	69
2024 Q3	$6.57M	Sell	120,336 -3,114	-3%	-$213K	0.19%	64
2024 Q2	$6.02M	Sell	123,450 -4,802	-4%	-$297K	0.19%	63
2024 Q1	$6.12M	Sell	128,252 -4,378	-3%	-$263K	0.22%	60
2023 Q4	$6.12M	Sell	132,630 -422	-0.3%	-$24K	0.25%	55
2023 Q3	$5.84M	Buy	133,052 +7,795	+6%	+$468K	0.27%	52
2023 Q2	$5.81M	Sell	125,257 -392	-0.3%	-$24.4K	0.27%	51
2023 Q1	$6M	Sell	125,649 -9,535	-7%	-$577K	0.29%	52
2022 Q4	$6.76M	Sell	135,184 -4,014	-3%	-$242K	0.37%	40
2022 Q3	$6.18M	Buy	139,198 +4,633	+3%	+$288K	0.39%	34
2022 Q2	$6.65M	Sell	134,565 -2,568	-2%	-$163K	0.42%	35
2022 Q1	$6.71M	Buy	137,133 +11,310	+9%	+$688K	0.34%	43
2021 Q4	$5.74M	Buy	125,823 +2,008	+2%	+$112K	0.31%	46
2021 Q3	$4.99M	Buy	123,815 +2,547	+2%	+$142K	0.29%	55
2021 Q2	$5M	Buy	121,268 +1,029	+0.9%	+$56K	0.3%	49
2021 Q1	$4.82M	Sell	120,239 -22,697	-16%	-$1.14M	0.22%	56
2020 Q4	$4.18M	Buy	142,936 +71,791	+101%	+$3.71M	0.21%	59
2020 Q3	$3.51M	Buy	71,145 +12,622	+22%	+$607K	0.31%	50
2020 Q2	$2.62M	Buy	58,523 +20,035	+52%	+$923K	0.24%	63
2020 Q1	$1.89M	Buy	38,488 +7,386	+24%	+$399K	0.2%	73
2019 Q4	$1.72M	Buy	31,102 +655	+2%	+$35.2K	0.17%	89
2019 Q3	$1.66M	Buy	30,447 +915	+3%	+$49K	0.18%	80
2019 Q2	$1.5M	Buy	29,532 +1,435	+5%	+$70.3K	0.17%	88
2019 Q1	$1.32M	Buy	28,097 +2,093	+8%	+$97.9K	0.16%	98
2018 Q4	$1.23M	Sell	26,004 -1,912	-7%	-$91.5K	0.17%	97
2018 Q3	$1.34M	Buy	27,916 +306	+1%	+$14K	0.18%	92
2018 Q2	$1.27M	Buy	27,610 +1,965	+8%	+$84.9K	0.18%	94
2018 Q1	$1.11M	Sell	25,645 -2,436	-9%	-$109K	0.18%	96
2017 Q4	$1.29M	Sell	28,081 -677	-2%	-$31.1K	0.21%	84
2017 Q3	$1.29M	Buy	+28,758	New	+$1.31M	0.29%	72

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Valeo Financial Advisors increased its Coca-Cola (KO) stake by 8.3% in Q2 2026, buying an estimated $468K and bringing the position to 77,730 shares worth $6.32M. The position accounts for 0.13% of the portfolio, ranked #77.

Valeo Financial Advisors first reported a position in KO in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.12M in Q2 2025. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Valeo Financial Advisors held 77,730 shares of Coca-Cola worth $6.32M as of Q2 2026.
Valeo Financial Advisors bought 5,928 Coca-Cola shares in Q2 2026, an estimated $468K.
Coca-Cola made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #77 holding.
Valeo Financial Advisors first reported a position in Coca-Cola in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Coca-Cola position peaked at $7.12M in Q2 2025.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.