Waller Financial Planning Group’s Coca-Cola KO Stock Holding History

Waller Financial Planning 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	$245K	Sell	3,015 -245	-8%	-$19.3K	0.05%	69
2026 Q1	$248K	Hold	3,260	–	–	0.05%	68
2025 Q4	$228K	Hold	3,260	–	–	0.05%	72
2025 Q3	$216K	Hold	3,260	–	–	0.05%	71
2025 Q2	$231K	Sell	3,260 -200	-6%	-$14.2K	0.06%	69
2025 Q1	$248K	Buy	3,460 +200	+6%	+$13.4K	0.07%	66
2024 Q4	$203K	Hold	3,260	–	–	0.05%	67
2024 Q3	$234K	Hold	3,260	–	–	0.06%	63
2024 Q2	$207K	Buy	+3,260	New	+$202K	0.06%	67

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Waller Financial Planning Group's KO Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $19.3K and leaving 3,015 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #69.

Waller Financial Planning Group first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $248K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Waller Financial Planning Group held 3,015 shares of Coca-Cola worth $245K as of Q2 2026.
Waller Financial Planning Group sold 245 Coca-Cola shares in Q2 2026, an estimated $19.3K.
Coca-Cola made up 0.05% of Waller Financial Planning Group's portfolio in Q2 2026, its #69 holding.
Waller Financial Planning Group first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
Waller Financial Planning Group's Coca-Cola position peaked at $248K in Q1 2026.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.