Wall Street Financial Group’s Coca-Cola KO Stock Holding History

Wall Street Financial Group’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	$566K	Sell	6,961 -59	-0.8%	-$4.66K	0.3%	58
2026 Q1	$534K	Buy	7,020 +1,916	+38%	+$145K	0.32%	54
2025 Q4	$357K	Buy	5,104 +88	+2%	+$6.13K	0.26%	58
2025 Q3	$333K	Buy	5,016 +63	+1%	+$4.34K	0.24%	63
2025 Q2	$350K	Buy	+4,953	New	+$353K	0.32%	44

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

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

Wall Street Financial Group's KO Position: Q2 2026 in Review

Wall Street Financial Group reduced its Coca-Cola (KO) stake by 0.84% in Q2 2026, selling an estimated $4.66K and leaving 6,961 shares worth $566K. The position accounts for 0.3% of the portfolio, ranked #58.

Wall Street Financial Group first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wall Street Financial Group held 6,961 shares of Coca-Cola worth $566K as of Q2 2026.
Wall Street Financial Group sold 59 Coca-Cola shares in Q2 2026, an estimated $4.66K.
Coca-Cola made up 0.3% of Wall Street Financial Group's portfolio in Q2 2026, its #58 holding.
Wall Street Financial Group first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,594 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.