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Arbor Investment Advisors’s Coca-Cola KO Stock Holding History

Arbor Investment Advisors’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 		$754K Buy
9,277
+3,604
+64% +$285K 0.09% 59
2026
Q1 		$431K Buy
5,673
+877
+18% +$66.3K 0.06% 69
2025
Q4 		$335K Sell
4,796
-4,057
-46% -$283K 0.04% 78
2025
Q3 		$587K Buy
8,853
+2,567
+41% +$177K 0.07% 66
2025
Q2 		$445K Buy
6,286
+91
+1% +$6.48K 0.06% 62
2025
Q1 		$444K Buy
6,195
+1,113
+22% +$74.3K 0.06% 61
2024
Q4 		$316K Sell
5,082
-1,700
-25% -$111K 0.04% 77
2024
Q3 		$487K Buy
6,782
+1,593
+31% +$109K 0.06% 68
2024
Q2 		$330K Sell
5,189
-111
-2% -$6.87K 0.05% 71
2024
Q1 		$324K Sell
5,300
-801
-13% -$48.1K 0.05% 77
2023
Q4 		$360K Buy
6,101
+602
+11% +$34.2K 0.06% 65
2023
Q3 		$308K Buy
5,499
+1
+0% +$60 0.05% 71
2023
Q2 		$331K Sell
5,498
-7,132
-56% -$444K 0.06% 73
2023
Q1 		$783K Hold
12,630
– – 0.14% 43
2022
Q4 		$803K Buy
12,630
+2,637
+26% +$159K 0.16% 43
2022
Q3 		$560K Sell
9,993
-2,586
-21% -$161K 0.14% 38
2022
Q2 		$791K Sell
12,579
-656
-5% -$41.6K 0.17% 40
2022
Q1 		$821K Buy
13,235
+884
+7% +$53.8K 0.16% 41
2021
Q4 		$731K Hold
12,351
– – 0.14% 44
2021
Q3 		$648K Buy
12,351
+1
+0% +$56 0.13% 46
2021
Q2 		$668K Sell
12,350
-149
-1% -$8.11K 0.14% 49
2021
Q1 		$659K Sell
12,499
-714
-5% -$35.9K 0.15% 45
2020
Q4 		$725K Sell
13,213
-195
-1% -$10.1K 0.17% 39
2020
Q3 		$662K Buy
13,408
+1,973
+17% +$94.9K 0.17% 39
2020
Q2 		$511K Sell
11,435
-2,319
-17% -$107K 0.14% 44
2020
Q1 		$609K Hold
13,754
– – 0.2% 37
2019
Q4 		$761K Sell
13,754
-101
-0.7% -$5.43K 0.21% 34
2019
Q3 		$754K Sell
13,855
-1,502
-10% -$80.4K 0.23% 33
2019
Q2 		$782K Sell
15,357
-317
-2% -$15.5K 0.24% 27
2019
Q1 		$734K Sell
15,674
-163
-1% -$7.62K 0.23% 27
2018
Q4 		$750K Sell
15,837
-21
-0.1% -$1K 0.27% 26
2018
Q3 		$732K Sell
15,858
-9,035
-36% -$413K 0.27% 25
2018
Q2 		$1.09M Buy
24,893
+31
+0.1% +$1.34K 0.43% 20
2018
Q1 		$1.08M Buy
24,862
+155
+0.6% +$6.96K 0.45% 18
2017
Q4 		$1.13M Buy
24,707
+316
+1% +$14.5K 0.5% 18
2017
Q3 		$1.1M Sell
24,391
-157
-0.6% -$7.14K 0.51% 16
2017
Q2 		$1.1M Buy
24,548
+145
+0.6% +$6.41K 0.54% 17
2017
Q1 		$1.04M Hold
24,403
– – 0.53% 18
2016
Q4 		$1.01M Buy
24,403
+56
+0.2% +$2.33K 0.54% 18
2016
Q3 		$1.03M Sell
24,347
-54
-0.2% -$2.37K 0.56% 17
2016
Q2 		$1.11M Buy
24,401
+7,772
+47% +$351K 0.63% 17
2016
Q1 		$771K Sell
16,629
-300
-2% -$13.1K 0.46% 18
2015
Q4 		$727K Sell
16,929
-520
-3% -$22.1K 0.43% 17
2015
Q3 		$700K Sell
17,449
-174
-1% -$6.97K 0.44% 17
2015
Q2 		$691K Buy
17,623
+1,268
+8% +$51.6K 0.39% 20
2015
Q1 		$663K Sell
16,355
-434
-3% -$18.2K 0.37% 22
2014
Q4 		$709K Sell
16,789
-1,111
-6% -$47.4K 0.4% 21
2014
Q3 		$764K Sell
17,900
-458
-2% -$18.9K 0.43% 20
2014
Q2 		$778K Sell
18,358
-248
-1% -$10.1K 0.41% 23
2014
Q1 		$719K Buy
18,606
+520
+3% +$20.1K 0.41% 23
2013
Q4 		$747K Buy
18,086
+1,088
+6% +$42.9K 0.45% 23
2013
Q3 		$644K Buy
16,998
+19
+0.1% +$751 0.42% 23
2013
Q2 		$681K Buy
+16,979
New +$703K 0.48% 20

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Arbor Investment Advisors's KO Position: Q2 2026 in Review

Arbor Investment Advisors increased its Coca-Cola (KO) stake by 64% in Q2 2026, buying an estimated $285K and bringing the position to 9,277 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #59.

Arbor Investment Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.13M in Q4 2017. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Arbor Investment Advisors held 9,277 shares of Coca-Cola worth $754K as of Q2 2026.
  • Arbor Investment Advisors bought 3,604 Coca-Cola shares in Q2 2026, an estimated $285K.
  • Coca-Cola made up 0.09% of Arbor Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Arbor Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Arbor Investment Advisors's Coca-Cola position peaked at $1.13M in Q4 2017.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.