Altrius Capital Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.61M Buy
+68,989
New +$5.45M 1.06% 56
2022
Q3
Sell
-75,505
Closed -$4.75M 88
2022
Q2
$4.75M Buy
+75,505
New +$4.79M 1.54% 15

Other funds holding KO

Altrius Capital Management's KO Position: Q2 2026 in Review

Altrius Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 68,989 shares worth $5.61M. The stake represents 1.06% of the portfolio and ranks #56 among its holdings. This is a return to the name: Altrius Capital Management previously reported a position in KO as recently as Q2 2022.

Altrius Capital Management first reported a position in KO in Q2 2022 and has held it in 2 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Altrius Capital Management held 68,989 shares of Coca-Cola worth $5.61M as of Q2 2026.
  • Coca-Cola was a new Altrius Capital Management position in Q2 2026.
  • Coca-Cola made up 1.06% of Altrius Capital Management's portfolio in Q2 2026, its #56 holding.
  • Altrius Capital Management first reported a position in Coca-Cola in Q2 2022 and has held it in 2 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.