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Almanack Investment Partners’s Coca-Cola KO Stock Holding History

Almanack 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 		$330K Sell
4,065
-4,862
-54% -$384K 0.04% 214
2026
Q1 		$679K Buy
8,927
+3
+0% +$227 0.11% 86
2025
Q4 		$624K Sell
8,924
-9,092
-50% -$634K 0.11% 87
2025
Q3 		$1.19M Sell
18,016
-1,922
-10% -$132K 0.18% 71
2025
Q2 		$1.41M Buy
19,938
+4,744
+31% +$338K 0.22% 68
2025
Q1 		$1.09M Sell
15,194
-772
-5% -$51.6K 0.22% 56
2024
Q4 		$994K Buy
15,966
+7,459
+88% +$487K 0.15% 76
2024
Q3 		$611K Buy
8,507
+351
+4% +$24K 0.1% 100
2024
Q2 		$519K Buy
8,156
+28
+0.3% +$1.73K 0.09% 104
2024
Q1 		$497K Buy
8,128
+19
+0.2% +$1.14K 0.08% 105
2023
Q4 		$478K Buy
8,109
+372
+5% +$21.1K 0.09% 96
2023
Q3 		$433K Sell
7,737
-1,579
-17% -$94.7K 0.08% 93
2023
Q2 		$561K Sell
9,316
-25
-0.3% -$1.55K 0.1% 87
2023
Q1 		$579K Hold
9,341
– – 0.11% 81
2022
Q4 		$594K Sell
9,341
-21,695
-70% -$1.31M 0.13% 71
2022
Q3 		$1.74M Buy
31,036
+14,560
+88% +$905K 0.34% 39
2022
Q2 		$1.04M Buy
16,476
+5,719
+53% +$363K 0.1% 133
2022
Q1 		$672K Buy
10,757
+488
+5% +$29.7K 0.06% 210
2021
Q4 		$608K Buy
10,269
+30
+0.3% +$1.67K 0.05% 226
2021
Q3 		$542K Buy
10,239
+472
+5% +$26.3K 0.05% 248
2021
Q2 		$533K Sell
9,767
-718
-7% -$39.1K 0.05% 216
2021
Q1 		$557K Buy
10,485
+695
+7% +$35K 0.06% 212
2020
Q4 		$537K Buy
9,790
+616
+7% +$31.9K 0.06% 194
2020
Q3 		$495K Buy
+9,174
New +$441K 0.06% 212
2019
Q3 		– Sell
-3,000
Closed -$154K – 274
2019
Q2 		$154K Buy
+3,000
New +$147K 0.04% 209
2018
Q1 		– Sell
-3,092
Closed -$142K – 193
2017
Q4 		$142K Buy
3,092
+650
+27% +$29.9K 0.06% 145
2017
Q3 		$111K Sell
2,442
-703
-22% -$32K 0.05% 141
2017
Q2 		$142K Buy
+3,145
New +$139K 0.08% 142

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

Almanack Investment Partners's KO Position: Q2 2026 in Review

Almanack Investment Partners reduced its Coca-Cola (KO) stake by 54% in Q2 2026, selling an estimated $384K and leaving 4,065 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #214.

Almanack Investment Partners first reported a position in KO in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.74M in Q3 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Almanack Investment Partners held 4,065 shares of Coca-Cola worth $330K as of Q2 2026.
  • Almanack Investment Partners sold 4,862 Coca-Cola shares in Q2 2026, an estimated $384K.
  • Coca-Cola made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #214 holding.
  • Almanack Investment Partners first reported a position in Coca-Cola in Q2 2017 and has held it in 28 quarters since.
  • Almanack Investment Partners's Coca-Cola position peaked at $1.74M in Q3 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.