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

AMI 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	$243K	Hold	2,993	–	–	0.05%	73
2026 Q1	$228K	Hold	2,993	–	–	0.05%	71
2025 Q4	$209K	Buy	+2,993	New	+$209K	0.05%	71
2025 Q3	–	Sell	-3,013	Closed	-$213K	–	73
2025 Q2	$213K	Sell	3,013 -7	-0.2%	-$499	0.06%	67
2025 Q1	$216K	Buy	+3,020	New	+$202K	0.07%	62
2024 Q4	–	Sell	-3,250	Closed	-$234K	–	67
2024 Q3	$234K	Hold	3,250	–	–	0.08%	63
2024 Q2	$207K	Buy	+3,250	New	+$201K	0.07%	66

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

AMI Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 2,993 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #73.

AMI Investment Management first reported a position in KO in Q2 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

AMI Investment Management held 2,993 shares of Coca-Cola worth $243K as of Q2 2026.
AMI Investment Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of AMI Investment Management's portfolio in Q2 2026, its #73 holding.
AMI Investment Management first reported a position in Coca-Cola in Q2 2024 and has held it in 7 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.