Bear Mountain Capital’s Coca-Cola KO Stock Holding History

Bear Mountain Capital’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	$10.6K	Hold	128	–	–	﹤0.01%	93
2026 Q1	$9.65K	Hold	128	–	–	﹤0.01%	98
2025 Q4	$9K	Hold	128	–	–	﹤0.01%	101
2025 Q3	$9.08K	Buy	128 +1	+0.8%	+$69	﹤0.01%	110
2025 Q2	$8.9K	Hold	127	–	–	﹤0.01%	105
2025 Q1	$9.2K	Buy	127 +25	+25%	+$1.67K	﹤0.01%	100
2024 Q4	$6.28K	Hold	102	–	–	﹤0.01%	101
2024 Q3	$7.17K	Sell	102 -819	-89%	-$56.1K	﹤0.01%	100
2024 Q2	$58.7K	Buy	921 +6	+0.7%	+$371	0.02%	65
2024 Q1	$53.5K	Hold	915	–	–	0.02%	66
2023 Q4	$54.9K	Buy	+915	New	+$52K	0.02%	67

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bear Mountain Capital's KO Position: Q2 2026 in Review

Bear Mountain Capital held its Coca-Cola (KO) position steady in Q2 2026 at 128 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Bear Mountain Capital first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.7K in Q2 2024. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bear Mountain Capital held 128 shares of Coca-Cola worth $10.6K as of Q2 2026.
Bear Mountain Capital left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #93 holding.
Bear Mountain Capital first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Coca-Cola position peaked at $58.7K in Q2 2024.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.