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

Axiom 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 		$511K Buy
6,289
+85
+1% +$6.71K 0.34% 65
2026
Q1 		$472K Buy
+6,204
New +$469K 0.36% 58
2022
Q4 		$286K Buy
4,502
+400
+10% +$24.1K 0.75% 44
2022
Q3 		$229K Sell
4,102
-78
-2% -$4.85K 0.46% 48
2022
Q2 		$262K Sell
4,180
-904
-18% -$57.3K 0.75% 48
2022
Q1 		$315K Sell
5,084
-148
-3% -$9K 0.69% 48
2021
Q4 		$309K Sell
5,232
-248
-5% -$13.8K 0.3% 86
2021
Q3 		$286K Sell
5,480
-6
-0.1% -$334 0.29% 86
2021
Q2 		$298K Sell
5,486
-500
-8% -$27.2K 0.23% 104
2021
Q1 		$315K Buy
5,986
+4,941
+473% +$249K 0.26% 96
2020
Q4 		$330 Sell
1,045
-3,923
-79% -$203K 0.3% 82
2020
Q3 		$245K Buy
4,968
+401
+9% +$19.3K 0.28% 92
2020
Q2 		$203K Sell
4,567
-756
-14% -$34.8K 0.27% 93
2020
Q1 		$235K Buy
+5,323
New +$287K 0.42% 69
2019
Q4 		– Sell
-12,609
Closed -$686K – 181
2019
Q3 		$686K Sell
12,609
-41,992
-77% -$2.25M 0.52% 51
2019
Q2 		$2.77M Buy
54,601
+1,444
+3% +$70.8K 0.5% 50
2019
Q1 		$2.49M Buy
53,157
+104
+0.2% +$4.86K 0.47% 54
2018
Q4 		$2.51M Buy
+53,053
New +$2.54M 0.53% 50

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Axiom Investment Management increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $6.71K and bringing the position to 6,289 shares worth $511K. The position accounts for 0.34% of the portfolio, ranked #65.

Axiom Investment Management first reported a position in KO in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.77M in Q2 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Axiom Investment Management held 6,289 shares of Coca-Cola worth $511K as of Q2 2026.
  • Axiom Investment Management bought 85 Coca-Cola shares in Q2 2026, an estimated $6.71K.
  • Coca-Cola made up 0.34% of Axiom Investment Management's portfolio in Q2 2026, its #65 holding.
  • Axiom Investment Management first reported a position in Coca-Cola in Q4 2018 and has held it in 18 quarters since.
  • Axiom Investment Management's Coca-Cola position peaked at $2.77M in Q2 2019.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.