Aspen Investment Management’s Coca-Cola KO Stock Holding History

Aspen Investment 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	$2.21M	Buy	27,234 +179	+0.7%	+$14.1K	0.59%	47
2026 Q1	$2.06M	Buy	27,055 +6,015	+29%	+$455K	0.63%	48
2025 Q4	$1.47M	Buy	21,040 +11,313	+116%	+$789K	0.44%	69
2025 Q3	$645K	Hold	9,727	–	–	0.25%	98
2025 Q2	$688K	Hold	9,727	–	–	0.29%	82
2025 Q1	$697K	Buy	9,727 +31	+0.3%	+$2.07K	0.32%	83
2024 Q4	$604K	Hold	9,696	–	–	0.28%	90
2024 Q3	$697K	Sell	9,696 -285	-3%	-$19.5K	0.33%	80
2024 Q2	$635K	Sell	9,981 -50	-0.5%	-$3.1K	0.32%	85
2024 Q1	$614K	Sell	10,031 -313	-3%	-$18.8K	0.31%	89
2023 Q4	$610K	Buy	10,344 +20	+0.2%	+$1.14K	0.34%	82
2023 Q3	$577K	Hold	10,324	–	–	0.35%	80
2023 Q2	$622K	Hold	10,324	–	–	0.37%	76
2023 Q1	$640K	Sell	10,324 -7,128	-41%	-$432K	0.41%	71
2022 Q4	$1.11M	Sell	17,452 -1,650	-9%	-$99.6K	0.73%	43
2022 Q3	$1.07M	Buy	19,102 +1,283	+7%	+$79.7K	0.71%	45
2022 Q2	$1.12M	Buy	17,819 +8	+0%	+$507	0.7%	49
2022 Q1	$1.1M	Buy	17,811 +3,764	+27%	+$229K	0.58%	60
2021 Q4	$832K	Buy	14,047 +51	+0.4%	+$2.84K	0.41%	80
2021 Q3	$734K	Buy	13,996 +431	+3%	+$24K	0.39%	84
2021 Q2	$734K	Buy	13,565 +372	+3%	+$20.2K	0.38%	83
2021 Q1	$695K	Sell	13,193 -41	-0.3%	-$2.06K	0.39%	85
2020 Q4	$726K	Buy	13,234 +2,488	+23%	+$129K	0.43%	74
2020 Q3	$531K	Hold	10,746	–	–	0.35%	82
2020 Q2	$480K	Hold	10,746	–	–	0.34%	80
2020 Q1	$476K	Hold	10,746	–	–	0.41%	70
2019 Q4	$595K	Hold	10,746	–	–	0.37%	76
2019 Q3	$585K	Hold	10,746	–	–	0.39%	75
2019 Q2	$547K	Sell	10,746 -200	-2%	-$9.8K	0.36%	79
2019 Q1	$513K	Hold	10,946	–	–	0.36%	80
2018 Q4	$518K	Hold	10,946	–	–	0.42%	76
2018 Q3	$506K	Hold	10,946	–	–	0.33%	86
2018 Q2	$480K	Hold	10,946	–	–	0.33%	86
2018 Q1	$475K	Hold	10,946	–	–	0.34%	84
2017 Q4	$502K	Hold	10,946	–	–	0.36%	83
2017 Q3	$493K	Hold	10,946	–	–	0.37%	76
2017 Q2	$491K	Hold	10,946	–	–	0.37%	73
2017 Q1	$465K	Sell	10,946 -150	-1%	-$6.26K	0.34%	76
2016 Q4	$460K	Hold	11,096	–	–	0.35%	72
2016 Q3	$470K	Hold	11,096	–	–	0.37%	68
2016 Q2	$503K	Sell	11,096 -800	-7%	-$36.2K	0.41%	60
2016 Q1	$552K	Hold	11,896	–	–	0.51%	53
2015 Q4	$511K	Hold	11,896	–	–	0.51%	59
2015 Q3	$477K	Sell	11,896 -410	-3%	-$16.4K	0.47%	61
2015 Q2	$483K	Hold	12,306	–	–	0.41%	65
2015 Q1	$499K	Buy	12,306 +280	+2%	+$11.7K	0.4%	66
2014 Q4	$508K	Hold	12,026	–	–	0.43%	66
2014 Q3	$513K	Buy	12,026 +551	+5%	+$22.8K	0.43%	59
2014 Q2	$486K	Hold	11,475	–	–	0.3%	87
2014 Q1	$444K	Buy	11,475 +205	+2%	+$7.92K	0.28%	89
2013 Q4	$466K	Buy	11,270 +100	+0.9%	+$3.94K	0.31%	90
2013 Q3	$423K	Hold	11,170	–	–	0.3%	84
2013 Q2	$448K	Buy	+11,170	New	+$462K	0.3%	82

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aspen Investment Management's KO Position: Q2 2026 in Review

Aspen Investment Management increased its Coca-Cola (KO) stake by 0.66% in Q2 2026, buying an estimated $14.1K and bringing the position to 27,234 shares worth $2.21M. The position accounts for 0.59% of the portfolio, ranked #47.

Aspen Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aspen Investment Management held 27,234 shares of Coca-Cola worth $2.21M as of Q2 2026.
Aspen Investment Management bought 179 Coca-Cola shares in Q2 2026, an estimated $14.1K.
Coca-Cola made up 0.59% of Aspen Investment Management's portfolio in Q2 2026, its #47 holding.
Aspen Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.