Verus Financial Partners’s Coca-Cola KO Stock Holding History

Verus Financial Partners’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	$317K	Sell	3,903 -90	-2%	-$7.11K	0.03%	101
2026 Q1	$300K	Hold	3,993	–	–	0.03%	101
2025 Q4	$290K	Sell	3,993 -1,000	-20%	-$69.7K	0.03%	100
2025 Q3	$331K	Buy	4,993 +1,000	+25%	+$68.8K	0.03%	92
2025 Q2	$277K	Hold	3,993	–	–	0.03%	93
2025 Q1	$287K	Hold	3,993	–	–	0.03%	82
2024 Q4	$244K	Hold	3,993	–	–	0.03%	92
2024 Q3	$286K	Sell	3,993 -200	-5%	-$13.7K	0.03%	86
2024 Q2	$267K	Hold	4,193	–	–	0.03%	87
2024 Q1	$257K	Sell	4,193 -1,244	-23%	-$74.7K	0.03%	88
2023 Q4	$323K	Buy	5,437 +1,126	+26%	+$64K	0.04%	74
2023 Q3	$228K	Buy	4,311 +59	+1%	+$3.54K	0.03%	94
2023 Q2	$265K	Buy	4,252 +43	+1%	+$2.67K	0.03%	85
2023 Q1	$268K	Sell	4,209 -1,444	-26%	-$87.4K	0.04%	78
2022 Q4	$347K	Sell	5,653 -550	-9%	-$33.2K	0.05%	69
2022 Q3	$350K	Sell	6,203 -833	-12%	-$51.8K	0.05%	66
2022 Q2	$432K	Buy	7,036 +195	+3%	+$12.4K	0.06%	56
2022 Q1	$442K	Sell	6,841 -555	-8%	-$33.8K	0.06%	57
2021 Q4	$438K	Sell	7,396 -8	-0.1%	-$445	0.06%	56
2021 Q3	$399K	Buy	7,404 +248	+3%	+$13.8K	0.06%	59
2021 Q2	$400K	Sell	7,156 -87	-1%	-$4.73K	0.06%	61
2021 Q1	$386K	Sell	7,243 -325	-4%	-$16.4K	0.06%	58
2020 Q4	$415K	Sell	7,568 -26,201	-78%	-$1.35M	0.07%	50
2020 Q3	$1.67M	Buy	33,769 +26,291	+352%	+$1.26M	0.61%	29
2020 Q2	$334K	Buy	7,478 +1	+0%	+$46	0.07%	50
2020 Q1	$331K	Sell	7,477 -108	-1%	-$5.83K	0.1%	49
2019 Q4	$420K	Sell	7,585 -71	-0.9%	-$3.82K	0.13%	43
2019 Q3	$417K	Buy	7,656 +1,573	+26%	+$84.2K	0.14%	37
2019 Q2	$310K	Buy	6,083 +75	+1%	+$3.68K	0.1%	43
2019 Q1	$282K	Buy	6,008 +863	+17%	+$40.4K	0.1%	40
2018 Q4	$238K	Hold	5,145	–	–	0.09%	43
2018 Q3	$238K	Buy	+5,145	New	+$235K	0.09%	43
2018 Q2	–	Sell	-5,443	Closed	-$236K	–	50
2018 Q1	$236K	Sell	5,443 -1,509	-22%	-$67.8K	0.09%	46
2017 Q4	$319K	Sell	6,952 -362	-5%	-$16.6K	0.12%	36
2017 Q3	$329K	Buy	7,314 +1	+0%	+$45	0.13%	34
2017 Q2	$328K	Sell	7,313 -329	-4%	-$14.5K	0.13%	33
2017 Q1	$324K	Hold	7,642	–	–	0.13%	36
2016 Q4	$317K	Sell	7,642 -122	-2%	-$5.08K	0.14%	33
2016 Q3	$329K	Buy	7,764 +5	+0.1%	+$219	0.15%	31
2016 Q2	$352K	Buy	7,759 +41	+0.5%	+$1.85K	0.16%	30
2016 Q1	$358K	Buy	7,718 +80	+1%	+$3.48K	0.17%	31
2015 Q4	$328K	Buy	7,638 +10	+0.1%	+$424	0.15%	33
2015 Q3	$306K	Buy	7,628 +5	+0.1%	+$200	0.16%	29
2015 Q2	$299K	Buy	7,623 +5	+0.1%	+$203	0.15%	28
2015 Q1	$309K	Buy	7,618 +820	+12%	+$34.3K	0.16%	29
2014 Q4	$287K	Buy	6,798 +9	+0.1%	+$384	0.15%	30
2014 Q3	$290K	Buy	6,789 +4	+0.1%	+$165	0.16%	33
2014 Q2	$287K	Sell	6,785 -45	-0.7%	-$1.83K	0.16%	33
2014 Q1	$264K	Buy	6,830 +448	+7%	+$17.3K	0.15%	36
2013 Q4	$264K	Sell	6,382 -67	-1%	-$2.64K	0.14%	34
2013 Q3	$244K	Sell	6,449 -158	-2%	-$6.25K	0.13%	32
2013 Q2	$265K	Buy	+6,607	New	+$274K	0.15%	30

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

Verus Financial Partners's KO Position: Q2 2026 in Review

Verus Financial Partners reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $7.11K and leaving 3,903 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #101.

Verus Financial Partners first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.67M in Q3 2020. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Verus Financial Partners held 3,903 shares of Coca-Cola worth $317K as of Q2 2026.
Verus Financial Partners sold 90 Coca-Cola shares in Q2 2026, an estimated $7.11K.
Coca-Cola made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #101 holding.
Verus Financial Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Verus Financial Partners's Coca-Cola position peaked at $1.67M in Q3 2020.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.