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Byrne Asset Management’s Coca-Cola KO Stock Holding History

Byrne Asset Management’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 		$84.5K Hold
1,040
– – 0.05% 255
2026
Q1 		$79.1K Hold
1,040
– – 0.05% 247
2025
Q4 		$72.7K Sell
1,040
-25
-2% -$1.74K 0.04% 252
2025
Q3 		$70.6K Hold
1,065
– – 0.04% 190
2025
Q2 		$75.3K Sell
1,065
-200
-16% -$14.2K 0.05% 177
2025
Q1 		$90.6K Buy
+1,265
New +$84.5K 0.07% 156
2024
Q4 		– Sell
-1,265
Closed -$82.6K – 169
2024
Q3 		$90.9K Hold
1,265
– – 0.06% 166
2024
Q2 		$80.8K Hold
1,265
– – 0.06% 172
2024
Q1 		$77.4K Buy
+1,265
New +$76K 0.05% 176
2023
Q4 		– Sell
-1,805
Closed -$103K – 161
2023
Q3 		$101K Sell
1,805
-100
-5% -$6K 0.08% 141
2023
Q2 		$115K Sell
1,905
-100
-5% -$6.22K 0.07% 181
2023
Q1 		$124K Sell
2,005
-75
-4% -$4.54K 0.09% 158
2022
Q4 		$132K Sell
2,080
-700
-25% -$42.3K 0.1% 156
2022
Q3 		$156K Buy
2,780
+50
+2% +$3.11K 0.12% 126
2022
Q2 		$172K Sell
2,730
-125
-4% -$7.92K 0.13% 107
2022
Q1 		$177K Sell
2,855
-600
-17% -$36.5K 0.11% 117
2021
Q4 		$205K Buy
+3,455
New +$192K 0.13% 111

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Byrne Asset Management's KO Position: Q2 2026 in Review

Byrne Asset Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,040 shares worth $84.5K. The position accounts for 0.05% of the portfolio, ranked #255.

Byrne Asset Management first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $205K in Q4 2021. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Byrne Asset Management held 1,040 shares of Coca-Cola worth $84.5K as of Q2 2026.
  • Byrne Asset Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Byrne Asset Management's portfolio in Q2 2026, its #255 holding.
  • Byrne Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • Byrne Asset Management's Coca-Cola position peaked at $205K in Q4 2021.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.