Butensky & Cohen Financial Security’s Coca-Cola KO Stock Holding History

Butensky & Cohen Financial Security’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	$1.39M	Sell	17,098 -15	-0.1%	-$1.19K	0.34%	86
2026 Q1	$1.3M	Sell	17,113 -373	-2%	-$28.2K	0.34%	86
2025 Q4	$1.22M	Sell	17,486 -86	-0.5%	-$6K	0.33%	85
2025 Q3	$1.17M	Buy	17,572 +74	+0.4%	+$5.09K	0.32%	82
2025 Q2	$1.24M	Sell	17,498 -2,784	-14%	-$198K	0.37%	77
2025 Q1	$1.45M	Sell	20,282 -18,182	-47%	-$1.21M	0.44%	73
2024 Q4	$2.39M	Sell	38,464 -12,287	-24%	-$802K	0.75%	66
2024 Q3	$3.65M	Sell	50,751 -19,581	-28%	-$1.34M	1.08%	56
2024 Q2	$4.48M	Buy	70,332 +486	+0.7%	+$30.1K	1.42%	33
2024 Q1	$4.27M	Buy	69,846 +43	+0.1%	+$2.58K	1.33%	46
2023 Q4	$4.11M	Buy	69,803 +855	+1%	+$48.6K	1.37%	38
2023 Q3	$3.86M	Buy	68,948 +2,528	+4%	+$152K	1.4%	33
2023 Q2	$4M	Sell	66,420 -4,353	-6%	-$271K	1.44%	33
2023 Q1	$4.39M	Sell	70,773 -1,557	-2%	-$94.3K	1.58%	22
2022 Q4	$4.6M	Buy	72,330 +370	+0.5%	+$22.3K	1.7%	11
2022 Q3	$4.03M	Buy	71,960 +3,375	+5%	+$210K	1.67%	12
2022 Q2	$4.32M	Sell	68,585 -3,294	-5%	-$209K	1.77%	4
2022 Q1	$4.46M	Sell	71,879 -15	-0%	-$912	1.57%	13
2021 Q4	$4.26M	Buy	71,894 +2,856	+4%	+$159K	1.52%	14
2021 Q3	$3.62M	Buy	69,038 +289	+0.4%	+$16.1K	1.44%	26
2021 Q2	$3.72M	Buy	68,749 +861	+1%	+$46.8K	1.48%	23
2021 Q1	$3.58M	Buy	67,888 +5,656	+9%	+$285K	1.48%	22
2020 Q4	$3.41M	Buy	62,232 +3,739	+6%	+$193K	1.55%	16
2020 Q3	$2.89M	Buy	58,493 +2,600	+5%	+$125K	1.53%	19
2020 Q2	$2.5M	Buy	55,893 +2,210	+4%	+$102K	1.42%	34
2020 Q1	$2.38M	Sell	53,683 -1,372	-2%	-$74.1K	1.79%	8
2019 Q4	$3.05M	Sell	55,055 -300	-0.5%	-$16.1K	1.74%	9
2019 Q3	$3.01M	Sell	55,355 -16	-0%	-$857	1.81%	6
2019 Q2	$2.82M	Buy	55,371 +1,207	+2%	+$59.2K	1.88%	5
2019 Q1	$2.54M	Buy	54,164 +4,355	+9%	+$204K	1.84%	6
2018 Q4	$2.36M	Buy	49,809 +163	+0.3%	+$7.8K	2.09%	2
2018 Q3	$2.29M	Sell	49,646 -110	-0.2%	-$5.03K	1.84%	7
2018 Q2	$2.18M	Buy	49,756 +705	+1%	+$30.4K	1.85%	9
2018 Q1	$2.13M	Sell	49,051 -295	-0.6%	-$13.3K	1.87%	10
2017 Q4	$2.26M	Buy	49,346 +555	+1%	+$25.5K	1.87%	13
2017 Q3	$2.2M	Buy	48,791 +625	+1%	+$28.4K	1.95%	9
2017 Q2	$2.16M	Sell	48,166 -10	-0%	-$442	1.95%	5
2017 Q1	$2.04M	Sell	48,176 -565	-1%	-$23.6K	1.87%	13
2016 Q4	$2.02M	Buy	48,741 +1,650	+4%	+$68.7K	1.86%	14
2016 Q3	$1.99M	Buy	47,091 +240	+0.5%	+$10.5K	1.92%	12
2016 Q2	$2.12M	Sell	46,851 -2,564	-5%	-$116K	2.08%	5
2016 Q1	$2.29M	Sell	49,415 -1,502	-3%	-$65.4K	2.2%	4
2015 Q4	$2.19M	Buy	50,917 +672	+1%	+$28.5K	2.16%	6
2015 Q3	$2.02M	Buy	50,245 +711	+1%	+$28.5K	2.15%	7
2015 Q2	$1.94M	Buy	49,534 +1,430	+3%	+$58.2K	1.96%	7
2015 Q1	$1.95M	Buy	48,104 +1,260	+3%	+$52.7K	1.94%	10
2014 Q4	$1.98M	Buy	+46,844	New	+$2M	1.99%	11

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Butensky & Cohen Financial Security's KO Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its Coca-Cola (KO) stake by 0.09% in Q2 2026, selling an estimated $1.19K and leaving 17,098 shares worth $1.39M. The position accounts for 0.34% of the portfolio, ranked #86.

Butensky & Cohen Financial Security first reported a position in KO in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.6M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Butensky & Cohen Financial Security held 17,098 shares of Coca-Cola worth $1.39M as of Q2 2026.
Butensky & Cohen Financial Security sold 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
Coca-Cola made up 0.34% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #86 holding.
Butensky & Cohen Financial Security first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
Butensky & Cohen Financial Security's Coca-Cola position peaked at $4.6M in Q4 2022.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.