Berman McAleer’s Coca-Cola KO Stock Holding History

Berman McAleer’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	$1.85M	Sell	22,731 -283	-1%	-$22.4K	0.21%	47
2026 Q1	$1.75M	Sell	23,014 -351	-2%	-$26.5K	0.24%	45
2025 Q4	$1.63M	Buy	23,365 +218	+0.9%	+$15.2K	0.22%	47
2025 Q3	$1.55M	Buy	+23,147	New	+$1.59M	0.22%	47

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

Berman McAleer's KO Position: Q2 2026 in Review

Berman McAleer reduced its Coca-Cola (KO) stake by 1.2% in Q2 2026, selling an estimated $22.4K and leaving 22,731 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #47.

Berman McAleer first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Berman McAleer held 22,731 shares of Coca-Cola worth $1.85M as of Q2 2026.
Berman McAleer sold 283 Coca-Cola shares in Q2 2026, an estimated $22.4K.
Coca-Cola made up 0.21% of Berman McAleer's portfolio in Q2 2026, its #47 holding.
Berman McAleer first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.