AP
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Appleton Partners’s Coca-Cola KO Stock Holding History

Appleton 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 		$916K Sell
11,272
-303
-3% -$23.9K 0.06% 156
2026
Q1 		$880K Sell
11,575
-493
-4% -$37.3K 0.06% 147
2025
Q4 		$844K Sell
12,068
-1,946
-14% -$136K 0.06% 152
2025
Q3 		$929K Sell
14,014
-1,420
-9% -$97.7K 0.06% 143
2025
Q2 		$1.09M Buy
15,434
+75
+0.5% +$5.34K 0.08% 134
2025
Q1 		$1.1M Sell
15,359
-1,400
-8% -$93.5K 0.09% 127
2024
Q4 		$1.04M Sell
16,759
-165
-1% -$10.8K 0.08% 131
2024
Q3 		$1.22M Sell
16,924
-288
-2% -$19.7K 0.09% 122
2024
Q2 		$1.1M Sell
17,212
-666
-4% -$41.2K 0.08% 128
2024
Q1 		$1.09M Sell
17,878
-4,634
-21% -$278K 0.08% 131
2023
Q4 		$1.33M Sell
22,512
-195
-0.9% -$11.1K 0.11% 125
2023
Q3 		$1.27M Sell
22,707
-1,394
-6% -$83.6K 0.11% 122
2023
Q2 		$1.45M Buy
24,101
+888
+4% +$55.2K 0.12% 122
2023
Q1 		$1.44M Buy
23,213
+3,949
+20% +$239K 0.13% 131
2022
Q4 		$1.23M Sell
19,264
-497
-3% -$30K 0.12% 139
2022
Q3 		$1.11M Sell
19,761
-353
-2% -$21.9K 0.11% 141
2022
Q2 		$1.26M Sell
20,114
-261
-1% -$16.5K 0.12% 136
2022
Q1 		$1.26M Sell
20,375
-2,181
-10% -$133K 0.1% 146
2021
Q4 		$1.34M Buy
22,556
+2,000
+10% +$111K 0.1% 147
2021
Q3 		$1.08M Sell
20,556
-1,260
-6% -$70.2K 0.09% 152
2021
Q2 		$1.18M Buy
21,816
+175
+0.8% +$9.52K 0.1% 144
2021
Q1 		$1.14M Buy
21,641
+130
+0.6% +$6.54K 0.11% 142
2020
Q4 		$1.18M Buy
21,511
+295
+1% +$15.3K 0.12% 134
2020
Q3 		$1.05M Sell
21,216
-255
-1% -$12.3K 0.12% 135
2020
Q2 		$959K Sell
21,471
-663
-3% -$30.5K 0.11% 135
2020
Q1 		$979K Sell
22,134
-240
-1% -$13K 0.14% 131
2019
Q4 		$1.24M Sell
22,374
-845
-4% -$45.4K 0.14% 141
2019
Q3 		$1.26M Sell
23,219
-1,287
-5% -$68.9K 0.15% 133
2019
Q2 		$1.25M Buy
24,506
+549
+2% +$26.9K 0.15% 133
2019
Q1 		$1.12M Sell
23,957
-541
-2% -$25.3K 0.15% 135
2018
Q4 		$1.16M Buy
24,498
+9
+0% +$431 0.17% 124
2018
Q3 		$1.13M Sell
24,489
-1,691
-6% -$77.3K 0.15% 135
2018
Q2 		$1.15M Sell
26,180
-768
-3% -$33.2K 0.16% 129
2018
Q1 		$1.17M Sell
26,948
-332
-1% -$14.9K 0.18% 129
2017
Q4 		$1.25M Buy
27,280
+473
+2% +$21.7K 0.19% 123
2017
Q3 		$1.21M Buy
26,807
+236
+0.9% +$10.7K 0.2% 116
2017
Q2 		$1.19M Sell
26,571
-427
-2% -$18.9K 0.2% 121
2017
Q1 		$1.15M Sell
26,998
-2,333
-8% -$97.3K 0.21% 105
2016
Q4 		$1.22M Buy
29,331
+62
+0.2% +$2.58K 0.25% 101
2016
Q3 		$1.24M Sell
29,269
-1,862
-6% -$81.6K 0.23% 103
2016
Q2 		$1.41M Sell
31,131
-647
-2% -$29.2K 0.29% 84
2016
Q1 		$1.47M Sell
31,778
-1,600
-5% -$69.6K 0.29% 79
2015
Q4 		$1.43M Sell
33,378
-853
-2% -$36.2K 0.28% 80
2015
Q3 		$1.37M Hold
34,231
– – 0.31% 77
2015
Q2 		$1.34M Sell
34,231
-362
-1% -$14.7K 0.3% 76
2015
Q1 		$1.4M Sell
34,593
-1,217
-3% -$50.9K 0.32% 74
2014
Q4 		$1.51M Sell
35,810
-671
-2% -$28.7K 0.35% 71
2014
Q3 		$1.56M Buy
36,481
+946
+3% +$39.1K 0.36% 73
2014
Q2 		$1.5M Sell
35,535
-785
-2% -$31.9K 0.35% 72
2014
Q1 		$1.4M Sell
36,320
-3,723
-9% -$144K 0.33% 71
2013
Q4 		$1.65M Sell
40,043
-794
-2% -$31.3K 0.4% 62
2013
Q3 		$1.55M Buy
40,837
+2,080
+5% +$82.2K 0.41% 64
2013
Q2 		$1.55M Buy
+38,757
New +$1.6M 0.45% 54

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

Appleton Partners's KO Position: Q2 2026 in Review

Appleton Partners reduced its Coca-Cola (KO) stake by 2.6% in Q2 2026, selling an estimated $23.9K and leaving 11,272 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #156.

Appleton Partners first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.65M in Q4 2013. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Appleton Partners held 11,272 shares of Coca-Cola worth $916K as of Q2 2026.
  • Appleton Partners sold 303 Coca-Cola shares in Q2 2026, an estimated $23.9K.
  • Coca-Cola made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #156 holding.
  • Appleton Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Coca-Cola position peaked at $1.65M in Q4 2013.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.