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Burney Company’s Coca-Cola KO Stock Holding History

Burney Company’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 		$1.89M Sell
23,252
-1,513
-6% -$119K 0.05% 242
2026
Q1 		$1.88M Sell
24,765
-14,494
-37% -$1.1M 0.06% 225
2025
Q4 		$2.74M Sell
39,259
-1,753
-4% -$122K 0.09% 203
2025
Q3 		$2.72M Sell
41,012
-16,229
-28% -$1.12M 0.09% 197
2025
Q2 		$4.05M Sell
57,241
-2,387
-4% -$170K 0.14% 149
2025
Q1 		$4.27M Sell
59,628
-283
-0.5% -$18.9K 0.16% 134
2024
Q4 		$3.73M Sell
59,911
-729
-1% -$47.6K 0.13% 159
2024
Q3 		$4.36M Sell
60,640
-785
-1% -$53.8K 0.16% 145
2024
Q2 		$3.91M Sell
61,425
-3,451
-5% -$214K 0.15% 161
2024
Q1 		$3.97M Sell
64,876
-85,383
-57% -$5.13M 0.15% 159
2023
Q4 		$8.85M Buy
150,259
+119,411
+387% +$6.78M 0.37% 71
2023
Q3 		$1.73M Sell
30,848
-1,639
-5% -$98.3K 0.08% 239
2023
Q2 		$1.96M Buy
32,487
+674
+2% +$41.9K 0.09% 231
2023
Q1 		$1.97M Sell
31,813
-575
-2% -$34.8K 0.1% 223
2022
Q4 		$2.06M Sell
32,388
-5,015
-13% -$303K 0.1% 196
2022
Q3 		$2.1M Buy
37,403
+2,223
+6% +$138K 0.12% 196
2022
Q2 		$2.21M Sell
35,180
-57
-0.2% -$3.61K 0.12% 197
2022
Q1 		$2.19M Buy
35,237
+78
+0.2% +$4.74K 0.1% 222
2021
Q4 		$2.08M Sell
35,159
-236
-0.7% -$13.1K 0.09% 234
2021
Q3 		$1.86M Sell
35,395
-781
-2% -$43.5K 0.09% 234
2021
Q2 		$1.96M Buy
36,176
+463
+1% +$25.2K 0.09% 235
2021
Q1 		$1.88M Buy
35,713
+2,572
+8% +$129K 0.09% 231
2020
Q4 		$1.82M Sell
33,141
-1,464
-4% -$75.7K 0.1% 229
2020
Q3 		$1.71M Sell
34,605
-249
-0.7% -$12K 0.11% 224
2020
Q2 		$1.56M Buy
34,854
+590
+2% +$27.2K 0.1% 221
2020
Q1 		$1.52M Sell
34,264
-628
-2% -$33.9K 0.12% 197
2019
Q4 		$1.93M Buy
34,892
+2,938
+9% +$158K 0.11% 207
2019
Q3 		$1.74M Sell
31,954
-404
-1% -$21.6K 0.1% 206
2019
Q2 		$1.65M Sell
32,358
-901
-3% -$44.2K 0.1% 216
2019
Q1 		$1.56M Sell
33,259
-888
-3% -$41.5K 0.1% 213
2018
Q4 		$1.62M Buy
34,147
+402
+1% +$19.2K 0.11% 202
2018
Q3 		$1.56M Sell
33,745
-5,908
-15% -$270K 0.09% 217
2018
Q2 		$1.74M Buy
39,653
+10,735
+37% +$464K 0.1% 213
2018
Q1 		$1.26M Sell
28,918
-10,571
-27% -$475K 0.08% 222
2017
Q4 		$1.81M Buy
39,489
+2,441
+7% +$112K 0.1% 197
2017
Q3 		$1.66M Sell
37,048
-663
-2% -$30.2K 0.11% 193
2017
Q2 		$1.69M Sell
37,711
-259
-0.7% -$11.4K 0.11% 182
2017
Q1 		$1.61M Buy
37,970
+295
+0.8% +$12.3K 0.11% 181
2016
Q4 		$1.56M Buy
37,675
+240
+0.6% +$9.99K 0.11% 175
2016
Q3 		$1.58M Buy
37,435
+1,314
+4% +$57.6K 0.11% 170
2016
Q2 		$1.64M Buy
36,121
+3,480
+11% +$157K 0.12% 163
2016
Q1 		$1.51M Sell
32,641
-654
-2% -$28.5K 0.11% 174
2015
Q4 		$1.45M Sell
33,295
-2,039
-6% -$86.5K 0.11% 175
2015
Q3 		$1.42M Sell
35,334
-774
-2% -$31K 0.11% 171
2015
Q2 		$1.42M Sell
36,108
-4,483
-11% -$182K 0.1% 181
2015
Q1 		$1.65M Buy
40,591
+4,265
+12% +$178K 0.11% 171
2014
Q4 		$1.53M Buy
36,326
+5,226
+17% +$223K 0.12% 171
2014
Q3 		$1.33M Sell
31,100
-3,655
-11% -$151K 0.11% 180
2014
Q2 		$1.47M Sell
34,755
-2,057
-6% -$83.5K 0.13% 172
2014
Q1 		$1.42M Sell
36,812
-7,230
-16% -$279K 0.13% 179
2013
Q4 		$1.82M Sell
44,042
-2,081
-5% -$82.1K 0.18% 145
2013
Q3 		$1.75M Sell
46,123
-3,073
-6% -$121K 0.2% 137
2013
Q2 		$1.97M Buy
+49,196
New +$2.04M 0.25% 117

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Burney Company's KO Position: Q2 2026 in Review

Burney Company reduced its Coca-Cola (KO) stake by 6.1% in Q2 2026, selling an estimated $119K and leaving 23,252 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #242.

Burney Company first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.85M in Q4 2023. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Burney Company held 23,252 shares of Coca-Cola worth $1.89M as of Q2 2026.
  • Burney Company sold 1,513 Coca-Cola shares in Q2 2026, an estimated $119K.
  • Coca-Cola made up 0.05% of Burney Company's portfolio in Q2 2026, its #242 holding.
  • Burney Company first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Coca-Cola position peaked at $8.85M in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.