Armbruster Capital Management’s Coca-Cola KO Stock Holding History

Armbruster Capital 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	$229K	Sell	2,814 -3,397	-55%	-$268K	0.03%	120
2026 Q1	$472K	Hold	6,211	–	–	0.08%	90
2025 Q4	$434K	Buy	6,211 +226	+4%	+$15.8K	0.07%	97
2025 Q3	$397K	Sell	5,985 -173	-3%	-$11.9K	0.07%	101
2025 Q2	$436K	Buy	6,158 +179	+3%	+$12.8K	0.08%	93
2025 Q1	$428K	Hold	5,979	–	–	0.09%	93
2024 Q4	$372K	Hold	5,979	–	–	0.08%	98
2024 Q3	$430K	Sell	5,979 -250	-4%	-$17.1K	0.09%	93
2024 Q2	$396K	Sell	6,229 -399	-6%	-$24.7K	0.08%	88
2024 Q1	$406K	Hold	6,628	–	–	0.09%	83
2023 Q4	$391K	Hold	6,628	–	–	0.09%	82
2023 Q3	$371K	Sell	6,628 -800	-11%	-$48K	0.09%	81
2023 Q2	$447K	Sell	7,428 -18	-0.2%	-$1.12K	0.11%	73
2023 Q1	$462K	Sell	7,446 -5,856	-44%	-$355K	0.12%	72
2022 Q4	$846K	Hold	13,302	–	–	0.22%	46
2022 Q3	$745K	Hold	13,302	–	–	0.21%	54
2022 Q2	$837K	Hold	13,302	–	–	0.23%	54
2022 Q1	$825K	Buy	13,302 +466	+4%	+$28.3K	0.2%	56
2021 Q4	$760K	Hold	12,836	–	–	0.17%	62
2021 Q3	$674K	Hold	12,836	–	–	0.19%	43
2021 Q2	$695K	Hold	12,836	–	–	0.2%	44
2021 Q1	$677K	Hold	12,836	–	–	0.2%	41
2020 Q4	$704K	Hold	12,836	–	–	0.24%	39
2020 Q3	$634K	Sell	12,836 -366	-3%	-$17.6K	0.24%	40
2020 Q2	$590K	Hold	13,202	–	–	0.24%	41
2020 Q1	$584K	Hold	13,202	–	–	0.28%	40
2019 Q4	$731K	Hold	13,202	–	–	0.28%	38
2019 Q3	$719K	Hold	13,202	–	–	0.3%	37
2019 Q2	$672K	Sell	13,202 -400	-3%	-$19.6K	0.28%	37
2019 Q1	$637K	Buy	13,602 +250	+2%	+$11.7K	0.28%	36
2018 Q4	$632K	Sell	13,352 -150	-1%	-$7.18K	0.31%	35
2018 Q3	$624K	Buy	13,502 +150	+1%	+$6.85K	0.27%	38
2018 Q2	$586K	Sell	13,352 -200	-1%	-$8.64K	0.28%	37
2018 Q1	$589K	Hold	13,552	–	–	0.28%	34
2017 Q4	$622K	Hold	13,552	–	–	0.28%	34
2017 Q3	$610K	Hold	13,552	–	–	0.31%	31
2017 Q2	$608K	Sell	13,552 -80	-0.6%	-$3.54K	0.33%	32
2017 Q1	$579K	Hold	13,632	–	–	0.32%	31
2016 Q4	$565K	Buy	13,632 +3,256	+31%	+$136K	0.33%	31
2016 Q3	$439K	Sell	10,376 -100	-1%	-$4.38K	0.27%	38
2016 Q2	$475K	Buy	10,476 +3,067	+41%	+$139K	0.31%	35
2016 Q1	$344K	Hold	7,409	–	–	0.24%	43
2015 Q4	$318K	Buy	+7,409	New	+$314K	0.28%	49

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Armbruster Capital Management's KO Position: Q2 2026 in Review

Armbruster Capital Management reduced its Coca-Cola (KO) stake by 55% in Q2 2026, selling an estimated $268K and leaving 2,814 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #120.

Armbruster Capital Management first reported a position in KO in Q4 2015 and has held it in 43 quarters since. The position peaked at $846K in Q4 2022. 766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Armbruster Capital Management held 2,814 shares of Coca-Cola worth $229K as of Q2 2026.
Armbruster Capital Management sold 3,397 Coca-Cola shares in Q2 2026, an estimated $268K.
Coca-Cola made up 0.03% of Armbruster Capital Management's portfolio in Q2 2026, its #120 holding.
Armbruster Capital Management first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
Armbruster Capital Management's Coca-Cola position peaked at $846K in Q4 2022.
766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.