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Alhambra Investment Management’s Coca-Cola KO Stock Holding History

Alhambra Investment Management’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 		$1.12M Sell
13,738
-596
-4% -$47.1K 0.49% 54
2026
Q1 		$1.09M Hold
14,334
– – 0.5% 52
2025
Q4 		$1M Hold
14,334
– – 0.47% 55
2025
Q3 		$951K Sell
14,334
-1,189
-8% -$81.8K 0.45% 54
2025
Q2 		$1.1M Buy
15,523
+3,301
+27% +$235K 0.54% 46
2025
Q1 		$875K Sell
12,222
-31
-0.3% -$2.07K 0.45% 57
2024
Q4 		$763K Hold
12,253
– – 0.39% 64
2024
Q3 		$880K Sell
12,253
-10
-0.1% -$685 0.46% 54
2024
Q2 		$781K Hold
12,263
– – 0.43% 53
2024
Q1 		$750K Hold
12,263
– – 0.41% 65
2023
Q4 		$723K Hold
12,263
– – 0.43% 62
2023
Q3 		$686K Sell
12,263
-25
-0.2% -$1.5K 0.45% 60
2023
Q2 		$740K Hold
12,288
– – 0.49% 58
2023
Q1 		$762K Hold
12,288
– – 0.52% 58
2022
Q4 		$782K Hold
12,288
– – 0.57% 55
2022
Q3 		$688K Hold
12,288
– – 0.52% 53
2022
Q2 		$773K Sell
12,288
-25
-0.2% -$1.58K 0.56% 49
2022
Q1 		$763K Sell
12,313
-125
-1% -$7.6K 0.5% 57
2021
Q4 		$736K Hold
12,438
– – 0.51% 57
2021
Q3 		$653K Hold
12,438
– – 0.5% 65
2021
Q2 		$673K Buy
12,438
+12
+0.1% +$653 0.51% 59
2021
Q1 		$655K Buy
12,426
+1,600
+15% +$80.5K 0.53% 56
2020
Q4 		$594K Sell
10,826
-160
-1% -$8.27K 0.63% 52
2020
Q3 		$542K Buy
10,986
+360
+3% +$17.3K 0.65% 48
2020
Q2 		$475K Sell
10,626
-300
-3% -$13.8K 0.62% 43
2020
Q1 		$483K Buy
10,926
+600
+6% +$32.4K 0.79% 29
2019
Q4 		$572K Buy
+10,326
New +$555K 0.66% 42

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Alhambra Investment Management's KO Position: Q2 2026 in Review

Alhambra Investment Management reduced its Coca-Cola (KO) stake by 4.2% in Q2 2026, selling an estimated $47.1K and leaving 13,738 shares worth $1.12M. The position accounts for 0.49% of the portfolio, ranked #54.

Alhambra Investment Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,568 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alhambra Investment Management held 13,738 shares of Coca-Cola worth $1.12M as of Q2 2026.
  • Alhambra Investment Management sold 596 Coca-Cola shares in Q2 2026, an estimated $47.1K.
  • Coca-Cola made up 0.49% of Alhambra Investment Management's portfolio in Q2 2026, its #54 holding.
  • Alhambra Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.