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Bennett Selby Investments’s Coca-Cola KO Stock Holding History

Bennett Selby Investments’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 		$1.1M Hold
13,524
– – 0.35% 41
2026
Q1 		$1.03M Sell
13,524
-10
-0.1% -$756 0.36% 40
2025
Q4 		$946K Buy
13,534
+155
+1% +$10.8K 0.3% 45
2025
Q3 		$887K Buy
13,379
+328
+3% +$22.6K 0.29% 49
2025
Q2 		$923K Buy
13,051
+100
+0.8% +$7.12K 0.33% 46
2025
Q1 		$928K Buy
12,951
+373
+3% +$24.9K 0.37% 40
2024
Q4 		$783K Buy
12,578
+273
+2% +$17.8K 0.31% 44
2024
Q3 		$884K Sell
12,305
-100
-0.8% -$6.85K 0.37% 39
2024
Q2 		$790K Buy
12,405
+11
+0.1% +$681 0.35% 38
2024
Q1 		$758K Buy
12,394
+66
+0.5% +$3.96K 0.35% 39
2023
Q4 		$726K Buy
12,328
+1,835
+17% +$104K 0.37% 36
2023
Q3 		$587K Sell
10,493
-195
-2% -$11.7K 0.34% 39
2023
Q2 		$644K Sell
10,688
-50
-0.5% -$3.11K 0.37% 36
2023
Q1 		$666K Buy
10,738
+131
+1% +$7.93K 0.44% 34
2022
Q4 		$675K Sell
10,607
-397
-4% -$24K 0.51% 33
2022
Q3 		$616K Hold
11,004
– – 0.49% 33
2022
Q2 		$692K Buy
11,004
+15
+0.1% +$951 0.53% 32
2022
Q1 		$681K Hold
10,989
– – 0.41% 38
2021
Q4 		$651K Buy
10,989
+200
+2% +$11.1K 0.38% 39
2021
Q3 		$566K Sell
10,789
-2,100
-16% -$117K 0.37% 41
2021
Q2 		$697K Hold
12,889
– – 0.47% 34
2021
Q1 		$679K Buy
12,889
+50
+0.4% +$2.52K 0.53% 35
2020
Q4 		$704K Buy
+12,839
New +$664K 0.6% 34

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bennett Selby Investments's KO Position: Q2 2026 in Review

Bennett Selby Investments held its Coca-Cola (KO) position steady in Q2 2026 at 13,524 shares worth $1.1M. The position accounts for 0.35% of the portfolio, ranked #41.

Bennett Selby Investments first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,974 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bennett Selby Investments held 13,524 shares of Coca-Cola worth $1.1M as of Q2 2026.
  • Bennett Selby Investments left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.35% of Bennett Selby Investments's portfolio in Q2 2026, its #41 holding.
  • Bennett Selby Investments first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.