Builder Investment Group’s Coca-Cola KO Stock Holding History

Builder Investment Group’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	$6.67M	Hold	82,076	–	–	1.32%	18
2026 Q1	$6.24M	Sell	82,076 -75	-0.1%	-$5.67K	1.35%	18
2025 Q4	$5.74M	Hold	82,151	–	–	1.24%	20
2025 Q3	$5.45M	Sell	82,151 -10	-0%	-$688	1.22%	19
2025 Q2	$5.81M	Sell	82,161 -70	-0.1%	-$4.99K	1.44%	15
2025 Q1	$5.89M	Sell	82,231 -126	-0.2%	-$8.41K	1.67%	14
2024 Q4	$5.13M	Sell	82,357 -186	-0.2%	-$12.1K	1.39%	18
2024 Q3	$5.93M	Hold	82,543	–	–	1.59%	14
2024 Q2	$5.25M	Sell	82,543 -399	-0.5%	-$24.7K	1.43%	16
2024 Q1	$5.07M	Sell	82,942 -950	-1%	-$57.1K	1.48%	17
2023 Q4	$4.94M	Sell	83,892 -980	-1%	-$55.7K	1.78%	15
2023 Q3	$4.75M	Sell	84,872 -300	-0.4%	-$18K	1.87%	14
2023 Q2	$5.13M	Hold	85,172	–	–	2%	15
2023 Q1	$5.28M	Hold	85,172	–	–	2.3%	14
2022 Q4	$5.42M	Buy	+85,172	New	+$5.14M	2.57%	15

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Builder Investment Group's KO Position: Q2 2026 in Review

Builder Investment Group held its Coca-Cola (KO) position steady in Q2 2026 at 82,076 shares worth $6.67M. The position accounts for 1.32% of the portfolio, ranked #18.

Builder Investment Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 864 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Builder Investment Group held 82,076 shares of Coca-Cola worth $6.67M as of Q2 2026.
Builder Investment Group left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 1.32% of Builder Investment Group's portfolio in Q2 2026, its #18 holding.
Builder Investment Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
864 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.