Aull & Monroe Investment Management’s Coca-Cola KO Stock Holding History

Aull & Monroe 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	$2.07M	Buy	25,513 +473	+2%	+$37.4K	0.87%	39
2026 Q1	$1.9M	Sell	25,040 -100	-0.4%	-$7.56K	0.88%	41
2025 Q4	$1.76M	Buy	25,140 +8	+0%	+$558	0.88%	39
2025 Q3	$1.67M	Hold	25,132	–	–	0.85%	40
2025 Q2	$1.78M	Sell	25,132 -515	-2%	-$36.7K	0.95%	36
2025 Q1	$1.84M	Sell	25,647 -500	-2%	-$33.4K	0.91%	39
2024 Q4	$1.63M	Sell	26,147 -1,045	-4%	-$68.2K	0.83%	41
2024 Q3	$1.95M	Sell	27,192 -637	-2%	-$43.6K	0.91%	39
2024 Q2	$1.77M	Buy	27,829 +300	+1%	+$18.6K	0.87%	42
2024 Q1	$1.68M	Sell	27,529 -275	-1%	-$16.5K	0.77%	44
2023 Q4	$1.64M	Sell	27,804 -105	-0.4%	-$5.96K	0.81%	43
2023 Q3	$1.56M	Hold	27,909	–	–	0.82%	43
2023 Q2	$1.68M	Hold	27,909	–	–	0.85%	44
2023 Q1	$1.73M	Sell	27,909 -790	-3%	-$47.8K	0.88%	40
2022 Q4	$1.83M	Sell	28,699 -1,010	-3%	-$61K	0.91%	40
2022 Q3	$1.67M	Sell	29,709 -232	-0.8%	-$14.4K	0.91%	38
2022 Q2	$1.88M	Hold	29,941	–	–	0.95%	38
2022 Q1	$1.86M	Hold	29,941	–	–	0.84%	40
2021 Q4	$1.77M	Buy	29,941 +1,433	+5%	+$79.8K	0.79%	45
2021 Q3	$1.5M	Hold	28,508	–	–	0.74%	51
2021 Q2	$1.54M	Hold	28,508	–	–	0.73%	48
2021 Q1	$1.5M	Buy	28,508 +232	+0.8%	+$11.7K	0.73%	48
2020 Q4	$1.55M	Buy	28,276 +103	+0.4%	+$5.33K	0.83%	44
2020 Q3	$1.39M	Sell	28,173 -100	-0.4%	-$4.81K	0.82%	42
2020 Q2	$1.26M	Sell	28,273 -773	-3%	-$35.6K	0.78%	43
2020 Q1	$1.29M	Hold	29,046	–	–	0.86%	39
2019 Q4	$1.61M	Sell	29,046 -100	-0.3%	-$5.38K	0.82%	44
2019 Q3	$1.59M	Hold	29,146	–	–	0.84%	42
2019 Q2	$1.48M	Sell	29,146 -501	-2%	-$24.6K	0.79%	45
2019 Q1	$1.39M	Sell	29,647 -1,800	-6%	-$84.2K	0.74%	47
2018 Q4	$1.49M	Sell	31,447 -1,446	-4%	-$69.2K	0.85%	44
2018 Q3	$1.52M	Buy	32,893 +302	+0.9%	+$13.8K	0.73%	46
2018 Q2	$1.43M	Sell	32,591 -147	-0.4%	-$6.35K	0.73%	47
2018 Q1	$1.42M	Buy	32,738 +536	+2%	+$24.1K	0.74%	47
2017 Q4	$1.48M	Sell	32,202 -2,972	-8%	-$137K	0.75%	45
2017 Q3	$1.58M	Buy	35,174 +219	+0.6%	+$9.96K	0.82%	45
2017 Q2	$1.57M	Buy	34,955 +2	+0%	+$88	0.84%	45
2017 Q1	$1.48M	Sell	34,953 -300	-0.9%	-$12.5K	0.79%	47
2016 Q4	$1.46M	Sell	35,253 -496	-1%	-$20.6K	0.82%	44
2016 Q3	$1.51M	Sell	35,749 -9,384	-21%	-$411K	0.87%	38
2016 Q2	$2.05M	Buy	45,133 +8,787	+24%	+$397K	1.18%	30
2016 Q1	$1.69M	Buy	36,346 +1,012	+3%	+$44K	1.01%	34
2015 Q4	$1.52M	Sell	35,334 -2,822	-7%	-$120K	0.94%	38
2015 Q3	$1.53M	Sell	38,156 -1,094	-3%	-$43.8K	0.99%	37
2015 Q2	$1.6M	Sell	39,250 -1,441	-4%	-$58.6K	0.94%	40
2015 Q1	$1.65M	Sell	40,691 -9,680	-19%	-$405K	0.93%	37
2014 Q4	$2.13M	Sell	50,371 -1,697	-3%	-$72.5K	1.16%	33
2014 Q3	$2.22M	Buy	52,068 +520	+1%	+$21.5K	1.18%	31
2014 Q2	$2.18M	Buy	51,548 +1	+0%	+$41	1.17%	31
2014 Q1	$1.99M	Sell	51,547 -100	-0.2%	-$3.86K	1.14%	32
2013 Q4	$2.13M	Buy	51,647 +204	+0.4%	+$8.05K	1.25%	29
2013 Q3	$1.95M	Buy	51,443 +2,501	+5%	+$98.9K	1.26%	30
2013 Q2	$1.96M	Buy	+48,942	New	+$2.03M	1.32%	26

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

Aull & Monroe Investment Management's KO Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $37.4K and bringing the position to 25,513 shares worth $2.07M. The position accounts for 0.87% of the portfolio, ranked #39.

Aull & Monroe Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.22M in Q3 2014. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aull & Monroe Investment Management held 25,513 shares of Coca-Cola worth $2.07M as of Q2 2026.
Aull & Monroe Investment Management bought 473 Coca-Cola shares in Q2 2026, an estimated $37.4K.
Coca-Cola made up 0.87% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #39 holding.
Aull & Monroe Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's Coca-Cola position peaked at $2.22M in Q3 2014.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.