3Chopt Investment Partners’s Coca-Cola KO Stock Holding History

3Chopt Investment Partners’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	$1.78M	Buy	21,763 +1,971	+10%	+$156K	0.33%	64
2026 Q1	$1.52M	Buy	19,792 +1,374	+7%	+$104K	0.35%	66
2025 Q4	$1.29M	Buy	18,418 +2,323	+14%	+$162K	0.29%	78
2025 Q3	$1.08M	Sell	16,095 -804	-5%	-$55.3K	0.24%	88
2025 Q2	$1.2M	Sell	16,899 -1,491	-8%	-$106K	0.29%	80
2025 Q1	$1.33M	Buy	+18,390	New	+$1.23M	0.35%	71
2024 Q3	–	Sell	-7,956	Closed	-$510K	–	128
2024 Q2	$510K	Buy	+7,956	New	+$492K	0.16%	117
2024 Q1	–	Sell	-6,462	Closed	-$381K	–	116
2023 Q4	$381K	Buy	+6,462	New	+$367K	0.14%	123
2023 Q3	–	Sell	-6,293	Closed	-$384K	–	93
2023 Q2	$384K	Sell	6,293 -8,631	-58%	-$537K	0.19%	100
2023 Q1	$933K	Buy	14,924 +9,744	+188%	+$590K	0.5%	60
2022 Q4	$330K	Buy	+5,180	New	+$313K	0.18%	105

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

3Chopt Investment Partners's KO Position: Q2 2026 in Review

3Chopt Investment Partners increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $156K and bringing the position to 21,763 shares worth $1.78M. The position accounts for 0.33% of the portfolio, ranked #64.

3Chopt Investment Partners first reported a position in KO in Q4 2022 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

3Chopt Investment Partners held 21,763 shares of Coca-Cola worth $1.78M as of Q2 2026.
3Chopt Investment Partners bought 1,971 Coca-Cola shares in Q2 2026, an estimated $156K.
Coca-Cola made up 0.33% of 3Chopt Investment Partners's portfolio in Q2 2026, its #64 holding.
3Chopt Investment Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.