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Walker Financial Services’s Coca-Cola KO Stock Holding History

Walker Financial Services’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 		$926K Sell
11,396
-3,712
-25% -$293K 0.29% 27
2026
Q1 		$1.15M Sell
15,108
-5,971
-28% -$451K 0.39% 25
2025
Q4 		$1.47M Sell
21,079
-8,310
-28% -$579K 0.53% 25
2025
Q3 		$1.95M Sell
29,389
-3,829
-12% -$264K 0.76% 24
2025
Q2 		$2.35M Buy
33,218
+2,095
+7% +$149K 1.07% 16
2025
Q1 		$2.23M Buy
31,123
+1,470
+5% +$98.2K 1.17% 11
2024
Q4 		$1.85M Buy
29,653
+1,472
+5% +$96.1K 1.07% 12
2024
Q3 		$2.03M Buy
28,181
+1,500
+6% +$103K 1.37% 12
2024
Q2 		$1.7M Buy
26,681
+2,036
+8% +$126K 1.33% 12
2024
Q1 		$1.51M Buy
24,645
+1,468
+6% +$88.2K 1.24% 13
2023
Q4 		$1.37M Buy
23,177
+74
+0.3% +$4.2K 1.41% 12
2023
Q3 		$1.29M Buy
23,103
+1,392
+6% +$83.5K 1.26% 11
2023
Q2 		$1.31M Buy
21,711
+1,147
+6% +$71.4K 1.29% 11
2023
Q1 		$1.28M Hold
20,564
– – 1.31% 11
2022
Q4 		$1.28M Sell
20,564
-413
-2% -$24.9K 1.31% 11
2022
Q3 		$1.18M Sell
20,977
-14,438
-41% -$897K 1.1% 13
2022
Q2 		$2.23M Sell
35,415
-531
-1% -$33.7K 2.17% 11
2022
Q1 		$2.23M Buy
+35,946
New +$2.19M 2.05% 11

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Walker Financial Services's KO Position: Q2 2026 in Review

Walker Financial Services reduced its Coca-Cola (KO) stake by 25% in Q2 2026, selling an estimated $293K and leaving 11,396 shares worth $926K. The position accounts for 0.29% of the portfolio, ranked #27.

Walker Financial Services first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.35M in Q2 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Walker Financial Services held 11,396 shares of Coca-Cola worth $926K as of Q2 2026.
  • Walker Financial Services sold 3,712 Coca-Cola shares in Q2 2026, an estimated $293K.
  • Coca-Cola made up 0.29% of Walker Financial Services's portfolio in Q2 2026, its #27 holding.
  • Walker Financial Services first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Walker Financial Services's Coca-Cola position peaked at $2.35M in Q2 2025.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.