Abel Hall LLC’s Coca-Cola KO Stock Holding History

Abel Hall LLC’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	$1.36M	Buy	16,686 +3,517	+27%	+$278K	0.23%	53
2026 Q1	$1M	Buy	13,169 +4,571	+53%	+$346K	0.21%	73
2025 Q4	$601K	Buy	8,598 +1,369	+19%	+$95.4K	0.14%	124
2025 Q3	$479K	Sell	7,229 -2,398	-25%	-$165K	0.19%	101
2025 Q2	$681K	Buy	9,627 +110	+1%	+$7.84K	0.31%	47
2025 Q1	$682K	Buy	9,517 +1,737	+22%	+$116K	0.41%	39
2024 Q4	$484K	Sell	7,780 -342	-4%	-$22.3K	0.31%	47
2024 Q3	$584K	Buy	8,122 +373	+5%	+$25.5K	0.38%	40
2024 Q2	$493K	Buy	7,749 +128	+2%	+$7.92K	0.35%	46
2024 Q1	$466K	Buy	7,621 +282	+4%	+$16.9K	0.35%	45
2023 Q4	$432K	Buy	+7,339	New	+$417K	0.37%	44

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abel Hall LLC's KO Position: Q2 2026 in Review

Abel Hall LLC increased its Coca-Cola (KO) stake by 27% in Q2 2026, buying an estimated $278K and bringing the position to 16,686 shares worth $1.36M. The position accounts for 0.23% of the portfolio, ranked #53.

Abel Hall LLC first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Abel Hall LLC held 16,686 shares of Coca-Cola worth $1.36M as of Q2 2026.
Abel Hall LLC bought 3,517 Coca-Cola shares in Q2 2026, an estimated $278K.
Coca-Cola made up 0.23% of Abel Hall LLC's portfolio in Q2 2026, its #53 holding.
Abel Hall LLC first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.