AC
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Apella Capital’s Coca-Cola KO Stock Holding History

Apella Capital’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 		$3.07M Buy
36,509
+691
+2% +$54.6K 0.04% 219
2026
Q1 		$2.71M Buy
35,818
+10,525
+42% +$796K 0.04% 227
2025
Q4 		$1.77M Buy
25,293
+3,338
+15% +$233K 0.03% 210
2025
Q3 		$1.48M Buy
21,955
+1,763
+9% +$121K 0.03% 204
2025
Q2 		$1.43M Buy
20,192
+2,483
+14% +$177K 0.04% 180
2025
Q1 		$1.24M Buy
17,709
+6,909
+64% +$461K 0.04% 170
2024
Q4 		$672K Buy
10,800
+267
+3% +$17.4K 0.03% 204
2024
Q3 		$748K Buy
10,533
+146
+1% +$10K 0.03% 183
2024
Q2 		$651K Buy
10,387
+2,790
+37% +$173K 0.03% 187
2024
Q1 		$454K Sell
7,597
-160
-2% -$9.61K 0.02% 198
2023
Q4 		$464K Sell
7,757
-549
-7% -$31.2K 0.03% 191
2023
Q3 		$465K Sell
8,306
-478
-5% -$28.7K 0.03% 177
2023
Q2 		$529K Buy
+8,784
New +$546K 0.04% 169
2022
Q4 		$498K Sell
7,829
-1,384
-15% -$83.6K 0.05% 152
2022
Q3 		$516K Sell
9,213
-1,510
-14% -$93.8K 0.06% 130
2022
Q2 		$675K Buy
10,723
+3,621
+51% +$230K 0.08% 116
2022
Q1 		$440K Buy
7,102
+220
+3% +$13.4K 0.06% 135
2021
Q4 		$407K Hold
6,882
– – 0.05% 140
2021
Q3 		$361K Sell
6,882
-640
-9% -$35.7K 0.05% 151
2021
Q2 		$407K Buy
7,522
+1,522
+25% +$82.8K 0.07% 153
2021
Q1 		$316K Sell
6,000
-200
-3% -$10.1K 0.1% 107
2020
Q4 		$340K Sell
6,200
-175
-3% -$9.05K 0.12% 96
2020
Q3 		$315K Buy
6,375
+375
+6% +$18K 0.13% 96
2020
Q2 		$268K Hold
6,000
– – 0.12% 103
2020
Q1 		$266K Buy
+6,000
New +$324K 0.16% 90

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Apella Capital's KO Position: Q2 2026 in Review

Apella Capital increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $54.6K and bringing the position to 36,509 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #219.

Apella Capital first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 865 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Apella Capital held 36,509 shares of Coca-Cola worth $3.07M as of Q2 2026.
  • Apella Capital bought 691 Coca-Cola shares in Q2 2026, an estimated $54.6K.
  • Coca-Cola made up 0.04% of Apella Capital's portfolio in Q2 2026, its #219 holding.
  • Apella Capital first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 865 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.