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AM Investment Strategies’s Coca-Cola KO Stock Holding History

AM Investment Strategies’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 		$1.73M Sell
21,307
-2
-0% -$158 0.33% 41
2026
Q1 		$1.62M Sell
21,309
-9,980
-32% -$754K 0.36% 42
2025
Q4 		$2.19M Buy
31,289
+10,201
+48% +$711K 0.45% 32
2025
Q3 		$1.4M Sell
21,088
-139
-0.7% -$9.57K 0.3% 46
2025
Q2 		$1.5M Buy
21,227
+157
+0.7% +$11.2K 0.35% 39
2025
Q1 		$1.51M Sell
21,070
-338
-2% -$22.6K 0.37% 38
2024
Q4 		$1.33M Sell
21,408
-147
-0.7% -$9.6K 0.32% 40
2024
Q3 		$1.55M Buy
21,555
+51
+0.2% +$3.49K 0.38% 40
2024
Q2 		$1.37M Buy
21,504
+99
+0.5% +$6.13K 0.34% 42
2024
Q1 		$1.31M Buy
21,405
+368
+2% +$22.1K 0.33% 43
2023
Q4 		$1.24M Buy
21,037
+2,733
+15% +$155K 0.35% 41
2023
Q3 		$1.02M Hold
18,304
– – 0.33% 44
2023
Q2 		$1.1M Buy
18,304
+1,050
+6% +$65.3K 0.35% 43
2023
Q1 		$1.07M Sell
17,254
-150
-0.9% -$9.08K 0.37% 42
2022
Q4 		$1.11M Hold
17,404
– – 0.39% 38
2022
Q3 		$975K Buy
17,404
+353
+2% +$21.9K 0.36% 40
2022
Q2 		$1.07M Hold
17,051
– – 0.38% 43
2022
Q1 		$1.06M Sell
17,051
-11,984
-41% -$729K 0.28% 46
2021
Q4 		$1.72M Buy
29,035
+21
+0.1% +$1.17K 0.41% 40
2021
Q3 		$1.52M Sell
29,014
-236
-0.8% -$13.2K 0.4% 39
2021
Q2 		$1.58M Buy
29,250
+11
+0% +$598 0.41% 35
2021
Q1 		$1.54M Buy
29,239
+6,868
+31% +$346K 0.43% 34
2020
Q4 		$1.23M Buy
22,371
+7,888
+54% +$408K 0.38% 35
2020
Q3 		$715K Buy
+14,483
New +$697K 0.25% 46

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

AM Investment Strategies's KO Position: Q2 2026 in Review

AM Investment Strategies reduced its Coca-Cola (KO) stake by 0.01% in Q2 2026, selling an estimated $158 and leaving 21,307 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #41.

AM Investment Strategies first reported a position in KO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.19M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AM Investment Strategies held 21,307 shares of Coca-Cola worth $1.73M as of Q2 2026.
  • AM Investment Strategies sold 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.33% of AM Investment Strategies's portfolio in Q2 2026, its #41 holding.
  • AM Investment Strategies first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Coca-Cola position peaked at $2.19M in Q4 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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