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Walkner Condon Financial Advisors’s Coca-Cola KO Stock Holding History

Walkner Condon 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 		$582K Buy
7,164
+991
+16% +$78.3K 0.07% 174
2026
Q1 		$469K Sell
6,173
-128
-2% -$9.68K 0.06% 182
2025
Q4 		$440K Buy
6,301
+822
+15% +$57.3K 0.06% 196
2025
Q3 		$363K Sell
5,479
-109
-2% -$7.5K 0.06% 211
2025
Q2 		$395K Buy
5,588
+448
+9% +$31.9K 0.07% 188
2025
Q1 		$368K Buy
5,140
+365
+8% +$24.4K 0.07% 183
2024
Q4 		$297K Buy
4,775
+146
+3% +$9.53K 0.06% 218
2024
Q3 		$333K Buy
4,629
+645
+16% +$44.2K 0.07% 202
2024
Q2 		$253K Sell
3,984
-1,204
-23% -$74.5K 0.05% 217
2024
Q1 		$317K Buy
5,188
+96
+2% +$5.77K 0.07% 206
2023
Q4 		$300K Buy
5,092
+577
+13% +$32.8K 0.07% 212
2023
Q3 		$253K Buy
4,515
+436
+11% +$26.1K 0.07% 212
2023
Q2 		$246K Sell
4,079
-193
-5% -$12K 0.07% 205
2023
Q1 		$265K Sell
4,272
-161
-4% -$9.75K 0.07% 188
2022
Q4 		$282K Buy
+4,433
New +$268K 0.08% 173
2022
Q3 		– Sell
-3,303
Closed -$208K – 225
2022
Q2 		$208K Buy
+3,303
New +$209K 0.07% 210

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Walkner Condon Financial Advisors's KO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Coca-Cola (KO) stake by 16% in Q2 2026, buying an estimated $78.3K and bringing the position to 7,164 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #174.

Walkner Condon Financial Advisors first reported a position in KO in Q2 2022 and has held it in 16 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Walkner Condon Financial Advisors held 7,164 shares of Coca-Cola worth $582K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 991 Coca-Cola shares in Q2 2026, an estimated $78.3K.
  • Coca-Cola made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Walkner Condon Financial Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.