ZF
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Zhang Financial’s Coca-Cola KO Stock Holding History

Zhang Financial’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 		$918K Buy
11,300
+204
+2% +$16.1K 0.03% 207
2026
Q1 		$844K Sell
11,096
-94
-0.8% -$7.11K 0.03% 202
2025
Q4 		$782K Sell
11,190
-320
-3% -$22.3K 0.03% 193
2025
Q3 		$763K Buy
11,510
+827
+8% +$56.9K 0.03% 190
2025
Q2 		$756K Buy
10,683
+370
+4% +$26.4K 0.03% 182
2025
Q1 		$739K Sell
10,313
-278
-3% -$18.6K 0.04% 185
2024
Q4 		$659K Buy
10,591
+694
+7% +$45.3K 0.04% 182
2024
Q3 		$711K Buy
9,897
+99
+1% +$6.78K 0.04% 172
2024
Q2 		$624K Sell
9,798
-1,025
-9% -$63.4K 0.04% 170
2024
Q1 		$662K Hold
10,823
– – 0.05% 170
2023
Q4 		$638K Sell
10,823
-715
-6% -$40.6K 0.05% 162
2023
Q3 		$646K Buy
11,538
+1,792
+18% +$107K 0.07% 141
2023
Q2 		$587K Sell
9,746
-2,085
-18% -$130K 0.06% 148
2023
Q1 		$734K Buy
11,831
+908
+8% +$55K 0.08% 132
2022
Q4 		$695K Buy
10,923
+1,346
+14% +$81.3K 0.09% 123
2022
Q3 		$536K Buy
9,577
+394
+4% +$24.5K 0.08% 127
2022
Q2 		$578K Buy
9,183
+2,101
+30% +$133K 0.09% 120
2022
Q1 		$439K Buy
7,082
+608
+9% +$37K 0.07% 144
2021
Q4 		$383K Buy
+6,474
New +$361K 0.07% 147
2020
Q1 		– Sell
-5,917
Closed -$327K – 101
2019
Q4 		$327K Sell
5,917
-292
-5% -$15.7K 0.12% 74
2019
Q3 		$338K Buy
6,209
+2,255
+57% +$121K 0.14% 66
2019
Q2 		$201K Sell
3,954
-315
-7% -$15.4K 0.08% 88
2019
Q1 		$200K Buy
+4,269
New +$200K 0.09% 83
2018
Q2 		– Sell
-5,770
Closed -$246K – 77
2018
Q1 		$246K Hold
5,770
– – 0.13% 70
2017
Q4 		$265K Sell
5,770
-103
-2% -$4.74K 0.13% 67
2017
Q3 		$267K Hold
5,873
– – 0.14% 65
2017
Q2 		$261K Buy
5,873
+103
+2% +$4.55K 0.14% 65
2017
Q1 		$265K Buy
+5,770
New +$241K 0.13% 64

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

Zhang Financial's KO Position: Q2 2026 in Review

Zhang Financial increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 11,300 shares worth $918K. The position accounts for 0.03% of the portfolio, ranked #207.

Zhang Financial first reported a position in KO in Q1 2017 and has held it in 28 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Zhang Financial held 11,300 shares of Coca-Cola worth $918K as of Q2 2026.
  • Zhang Financial bought 204 Coca-Cola shares in Q2 2026, an estimated $16.1K.
  • Coca-Cola made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #207 holding.
  • Zhang Financial first reported a position in Coca-Cola in Q1 2017 and has held it in 28 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.