Aspect Partners’s Coca-Cola KO Stock Holding History

Aspect 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	$228K	Hold	2,800	–	–	0.08%	75
2026 Q1	$213K	Buy	2,800 +1	+0%	+$76	0.09%	72
2025 Q4	$196K	Sell	2,799 -2,360	-46%	-$165K	0.09%	74
2025 Q3	$342K	Sell	5,159 -175	-3%	-$12K	0.16%	59
2025 Q2	$377K	Buy	5,334 +171	+3%	+$12.2K	0.19%	52
2025 Q1	$370K	Sell	5,163 -5	-0.1%	-$334	0.21%	47
2024 Q4	$322K	Sell	5,168 -52	-1%	-$3.39K	0.19%	52
2024 Q3	$375K	Buy	5,220 +48	+0.9%	+$3.29K	0.21%	46
2024 Q2	$329K	Hold	5,172	–	–	0.2%	54
2024 Q1	$316K	Hold	5,172	–	–	0.25%	53
2023 Q4	$305K	Buy	+5,172	New	+$294K	0.2%	52

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aspect Partners's KO Position: Q2 2026 in Review

Aspect Partners held its Coca-Cola (KO) position steady in Q2 2026 at 2,800 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #75.

Aspect Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q2 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aspect Partners held 2,800 shares of Coca-Cola worth $228K as of Q2 2026.
Aspect Partners left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.08% of Aspect Partners's portfolio in Q2 2026, its #75 holding.
Aspect Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Coca-Cola position peaked at $377K in Q2 2025.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.