Cambridge Advisors’s Coca-Cola KO Stock Holding History

Cambridge Advisors’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	$767K	Buy	9,433 +37	+0.4%	+$2.92K	0.13%	97
2026 Q1	$715K	Hold	9,396	–	–	0.14%	98
2025 Q4	$657K	Buy	9,396 +76	+0.8%	+$5.3K	0.13%	104
2025 Q3	$618K	Buy	9,320 +36	+0.4%	+$2.48K	0.12%	109
2025 Q2	$657K	Buy	9,284 +36	+0.4%	+$2.56K	0.14%	98
2025 Q1	$662K	Sell	9,248 -800	-8%	-$53.4K	0.15%	98
2024 Q4	$626K	Buy	10,048 +72	+0.7%	+$4.7K	0.14%	102
2024 Q3	$717K	Buy	9,976 +38	+0.4%	+$2.6K	0.16%	97
2024 Q2	$633K	Buy	9,938 +1,039	+12%	+$64.3K	0.15%	104
2024 Q1	$544K	Hold	8,899	–	–	0.13%	114
2023 Q4	$524K	Sell	8,899 -122	-1%	-$6.93K	0.13%	106
2023 Q3	$505K	Buy	9,021 +36	+0.4%	+$2.16K	0.14%	107
2023 Q2	$541K	Sell	8,985 -1,646	-15%	-$102K	0.14%	104
2023 Q1	$659K	Hold	10,631	–	–	0.17%	99
2022 Q4	$676K	Buy	10,631 +87	+0.8%	+$5.25K	0.18%	93
2022 Q3	$591K	Sell	10,544 -160	-1%	-$9.94K	0.17%	99
2022 Q2	$673K	Sell	10,704 -59	-0.5%	-$3.74K	0.18%	88
2022 Q1	$667K	Sell	10,763 -100	-0.9%	-$6.08K	0.16%	98
2021 Q4	$643K	Sell	10,863 -113	-1%	-$6.29K	0.15%	104
2021 Q3	$576K	Buy	10,976 +44	+0.4%	+$2.45K	0.14%	106
2021 Q2	$592K	Buy	10,932 +101	+0.9%	+$5.5K	0.14%	101
2021 Q1	$571K	Hold	10,831	–	–	0.15%	100
2020 Q4	$594K	Buy	10,831 +71	+0.7%	+$3.67K	0.16%	90
2020 Q3	$531K	Sell	10,760 -140	-1%	-$6.73K	0.16%	90
2020 Q2	$487K	Buy	10,900 +52	+0.5%	+$2.4K	0.15%	93
2020 Q1	$480K	Buy	10,848 +481	+5%	+$26K	0.17%	87
2019 Q4	$574K	Buy	10,367 +80	+0.8%	+$4.3K	0.18%	87
2019 Q3	$560K	Buy	10,287 +41	+0.4%	+$2.19K	0.18%	76
2019 Q2	$522K	Sell	10,246 -1,095	-10%	-$53.7K	0.17%	88
2019 Q1	$531K	Hold	11,341	–	–	0.18%	87
2018 Q4	$537K	Buy	11,341 +963	+9%	+$46.1K	0.2%	81
2018 Q3	$479K	Sell	10,378 -2,117	-17%	-$96.7K	0.16%	89
2018 Q2	$548K	Sell	12,495 -44	-0.4%	-$1.9K	0.19%	85
2018 Q1	$545K	Buy	12,539 +3,338	+36%	+$150K	0.2%	83
2017 Q4	$422K	Buy	9,201 +1,039	+13%	+$47.8K	0.15%	96
2017 Q3	$367K	Buy	8,162 +25	+0.3%	+$1.14K	0.14%	103
2017 Q2	$365K	Buy	8,137 +26	+0.3%	+$1.15K	0.15%	101
2017 Q1	$344K	Hold	8,111	–	–	0.14%	104
2016 Q4	$336K	Buy	8,111 +50	+0.6%	+$2.08K	0.15%	106
2016 Q3	$341K	Buy	8,061 +22	+0.3%	+$964	0.15%	106
2016 Q2	$364K	Buy	8,039 +22	+0.3%	+$994	0.17%	98
2016 Q1	$372K	Hold	8,017	–	–	0.17%	96
2015 Q4	$344K	Buy	8,017 +14	+0.2%	+$594	0.2%	101
2015 Q3	$321K	Buy	8,003 +890	+13%	+$35.6K	0.19%	102
2015 Q2	$279K	Sell	7,113 -8	-0.1%	-$325	0.16%	107
2015 Q1	$289K	Sell	7,121 -4,497	-39%	-$188K	0.17%	102
2014 Q4	$491K	Buy	+11,618	New	+$496K	0.3%	72

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

Cambridge Advisors's KO Position: Q2 2026 in Review

Cambridge Advisors increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $2.92K and bringing the position to 9,433 shares worth $767K. The position accounts for 0.13% of the portfolio, ranked #97.

Cambridge Advisors first reported a position in KO in Q4 2014 and has held it in 47 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cambridge Advisors held 9,433 shares of Coca-Cola worth $767K as of Q2 2026.
Cambridge Advisors bought 37 Coca-Cola shares in Q2 2026, an estimated $2.92K.
Coca-Cola made up 0.13% of Cambridge Advisors's portfolio in Q2 2026, its #97 holding.
Cambridge Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.