Bruce G. Allen Investments’s Coca-Cola KO Stock Holding History

Bruce G. Allen 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	$537K	Sell	6,607 -67	-1%	-$5.29K	0.34%	35
2026 Q1	$508K	Buy	6,674 +568	+9%	+$42.9K	0.33%	36
2025 Q4	$427K	Buy	6,106 +201	+3%	+$14K	0.29%	43
2025 Q3	$392K	Buy	5,905 +6	+0.1%	+$413	0.28%	43
2025 Q2	$417K	Sell	5,899 -284	-5%	-$20.2K	0.32%	39
2025 Q1	$443K	Sell	6,183 -135	-2%	-$9.02K	0.35%	34
2024 Q4	$393K	Hold	6,318	–	–	0.32%	44
2024 Q3	$454K	Sell	6,318 -198	-3%	-$13.6K	0.35%	40
2024 Q2	$415K	Buy	6,516 +62	+1%	+$3.84K	0.35%	41
2024 Q1	$395K	Buy	6,454 +351	+6%	+$21.1K	0.32%	44
2023 Q4	$360K	Buy	+6,103	New	+$347K	0.33%	42

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

Bruce G. Allen Investments's KO Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Coca-Cola (KO) stake by 1% in Q2 2026, selling an estimated $5.29K and leaving 6,607 shares worth $537K. The position accounts for 0.34% of the portfolio, ranked #35.

Bruce G. Allen Investments first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bruce G. Allen Investments held 6,607 shares of Coca-Cola worth $537K as of Q2 2026.
Bruce G. Allen Investments sold 67 Coca-Cola shares in Q2 2026, an estimated $5.29K.
Coca-Cola made up 0.34% of Bruce G. Allen Investments's portfolio in Q2 2026, its #35 holding.
Bruce G. Allen Investments first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.