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Atwood & Palmer’s Coca-Cola KO Stock Holding History

Atwood & Palmer’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 		$899K Hold
11,066
– – 0.05% 95
2026
Q1 		$842K Sell
11,066
-350
-3% -$26.5K 0.05% 98
2025
Q4 		$798K Sell
11,416
-300
-3% -$20.9K 0.05% 97
2025
Q3 		$777K Hold
11,716
– – 0.05% 98
2025
Q2 		$829K Hold
11,716
– – 0.05% 96
2025
Q1 		$839K Sell
11,716
-150
-1% -$10K 0.06% 90
2024
Q4 		$739K Sell
11,866
-16
-0.1% -$1.04K 0.05% 96
2024
Q3 		$854K Hold
11,882
– – 0.06% 88
2024
Q2 		$756K Sell
11,882
-150
-1% -$9.29K 0.06% 89
2024
Q1 		$736K Hold
12,032
– – 0.06% 94
2023
Q4 		$709K Sell
12,032
-175
-1% -$9.94K 0.06% 90
2023
Q3 		$683K Hold
12,207
– – 0.06% 92
2023
Q2 		$735K Buy
12,207
+800
+7% +$49.8K 0.07% 95
2023
Q1 		$708K Hold
11,407
– – 0.07% 91
2022
Q4 		$726K Hold
11,407
– – 0.07% 102
2022
Q3 		$639K Sell
11,407
-352
-3% -$21.9K 0.06% 98
2022
Q2 		$740K Hold
11,759
– – 0.07% 90
2022
Q1 		$729K Sell
11,759
-41
-0.3% -$2.49K 0.06% 92
2021
Q4 		$699K Sell
11,800
-59
-0.5% -$3.29K 0.06% 97
2021
Q3 		$622K Hold
11,859
– – 0.06% 96
2021
Q2 		$642K Buy
11,859
+352
+3% +$19.2K 0.06% 95
2021
Q1 		$607K Hold
11,507
– – 0.06% 94
2020
Q4 		$631K Buy
11,507
+650
+6% +$33.6K 0.07% 91
2020
Q3 		$536K Hold
10,857
– – 0.07% 85
2020
Q2 		$485K Hold
10,857
– – 0.07% 82
2020
Q1 		$480K Hold
10,857
– – 0.08% 83
2019
Q4 		$601K Hold
10,857
– – 0.08% 79
2019
Q3 		$591K Sell
10,857
-33
-0.3% -$1.77K 0.08% 78
2019
Q2 		$555K Sell
10,890
-641
-6% -$31.4K 0.08% 84
2019
Q1 		$540K Hold
11,531
– – 0.08% 81
2018
Q4 		$546K Buy
11,531
+116
+1% +$5.55K 0.09% 81
2018
Q3 		$527K Hold
11,415
– – 0.07% 80
2018
Q2 		$501K Sell
11,415
-1,800
-14% -$77.7K 0.07% 81
2018
Q1 		$574K Hold
13,215
– – 0.08% 79
2017
Q4 		$606K Sell
13,215
-200
-1% -$9.19K 0.09% 78
2017
Q3 		$604K Sell
13,415
-261
-2% -$11.9K 0.09% 80
2017
Q2 		$613K Buy
13,676
+1,950
+17% +$86.2K 0.1% 79
2017
Q1 		$498K Sell
11,726
-172
-1% -$7.17K 0.08% 81
2016
Q4 		$493K Hold
11,898
– – 0.09% 77
2016
Q3 		$504K Hold
11,898
– – 0.09% 74
2016
Q2 		$539K Hold
11,898
– – 0.1% 77
2016
Q1 		$552K Hold
11,898
– – 0.1% 80
2015
Q4 		$511K Hold
11,898
– – 0.1% 89
2015
Q3 		$477K Sell
11,898
-512
-4% -$20.5K 0.09% 92
2015
Q2 		$487K Buy
12,410
+512
+4% +$20.8K 0.09% 96
2015
Q1 		$482K Sell
11,898
-1,077
-8% -$45K 0.09% 97
2014
Q4 		$548K Sell
12,975
-1,144
-8% -$48.9K 0.1% 88
2014
Q3 		$602K Buy
14,119
+9,981
+241% +$413K 0.11% 85
2014
Q2 		$175K Sell
4,138
-11,142
-73% -$452K 0.05% 120
2014
Q1 		$591K Buy
15,280
+1,902
+14% +$73.5K 0.14% 69
2013
Q4 		$553K Hold
13,378
– – 0.14% 69
2013
Q3 		$507K Sell
13,378
-4,018
-23% -$159K 0.14% 69
2013
Q2 		$698K Buy
+17,396
New +$720K 0.19% 58

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

Atwood & Palmer's KO Position: Q2 2026 in Review

Atwood & Palmer held its Coca-Cola (KO) position steady in Q2 2026 at 11,066 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #95.

Atwood & Palmer first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Atwood & Palmer held 11,066 shares of Coca-Cola worth $899K as of Q2 2026.
  • Atwood & Palmer left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Atwood & Palmer's portfolio in Q2 2026, its #95 holding.
  • Atwood & Palmer first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.