Cambridge Investment Research Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69.8M | Buy |
859,081
+24,971
| +3% | +$1.97M | 0.16% | 114 |
|
|
2026
Q1 | $63.4M | Buy |
834,110
+12,752
| +2% | +$964K | 0.16% | 109 |
|
|
2025
Q4 | $57.4M | Sell |
821,358
-27,242
| -3% | -$1.9M | 0.15% | 123 |
|
|
2025
Q3 | $56.3M | Buy |
848,600
+46,463
| +6% | +$3.2M | 0.15% | 117 |
|
|
2025
Q2 | $56.8M | Buy |
802,137
+57,347
| +8% | +$4.09M | 0.17% | 107 |
|
|
2025
Q1 | $53.3M | Buy |
744,790
+18,776
| +3% | +$1.25M | 0.18% | 105 |
|
|
2024
Q4 | $45.2M | Buy |
726,014
+35,334
| +5% | +$2.31M | 0.15% | 122 |
|
|
2024
Q3 | $49.6M | Sell |
690,680
-13,745
| -2% | -$941K | 0.17% | 111 |
|
|
2024
Q2 | $44.8M | Buy |
704,425
+51,468
| +8% | +$3.19M | 0.17% | 110 |
|
|
2024
Q1 | $39.9M | Sell |
652,957
-11,952
| -2% | -$718K | 0.15% | 124 |
|
|
2023
Q4 | $39.2M | Buy |
664,909
+23,771
| +4% | +$1.35M | 0.17% | 111 |
|
|
2023
Q3 | $35.9M | Buy |
641,138
+1,236
| +0.2% | +$74.1K | 0.17% | 112 |
|
|
2023
Q2 | $38.5M | Buy |
639,902
+5,529
| +0.9% | +$344K | 0.18% | 108 |
|
|
2023
Q1 | $39.4M | Sell |
634,373
-88,959
| -12% | -$5.39M | 0.19% | 103 |
|
|
2022
Q4 | $46M | Sell |
723,332
-2,491
| -0.3% | -$150K | 0.24% | 83 |
|
|
2022
Q3 | $40.7M | Buy |
725,823
+27,519
| +4% | +$1.71M | 0.23% | 80 |
|
|
2022
Q2 | $43.9M | Sell |
698,304
-2,644
| -0.4% | -$168K | 0.24% | 79 |
|
|
2022
Q1 | $43.5M | Buy |
700,948
+16,195
| +2% | +$985K | 0.2% | 89 |
|
|
2021
Q4 | $40.5M | Buy |
684,753
+11,144
| +2% | +$621K | 0.18% | 101 |
|
|
2021
Q3 | $35.3M | Buy |
673,609
+1,790
| +0.3% | +$99.8K | 0.17% | 106 |
|
|
2021
Q2 | $36.4M | Sell |
671,819
-20,629
| -3% | -$1.12M | 0.17% | 114 |
|
|
2021
Q1 | $36.5M | Buy |
692,448
+28,884
| +4% | +$1.45M | 0.2% | 91 |
|
|
2020
Q4 | $36.4M | Buy |
663,564
+29,474
| +5% | +$1.52M | 0.21% | 86 |
|
|
2020
Q3 | $31.3M | Buy |
634,090
+111,034
| +21% | +$5.34M | 0.21% | 91 |
|
|
2020
Q2 | $23.4M | Buy |
523,056
+27,128
| +5% | +$1.25M | 0.18% | 123 |
|
|
2020
Q1 | $21.9M | Sell |
495,928
-13,589
| -3% | -$734K | 0.21% | 98 |
|
|
2019
Q4 | $28.2M | Buy |
509,517
+12,460
| +3% | +$670K | 0.22% | 99 |
|
|
2019
Q3 | $27.1M | Buy |
497,057
+13,374
| +3% | +$716K | 0.24% | 89 |
|
|
2019
Q2 | $24.6M | Buy |
483,683
+14,598
| +3% | +$715K | 0.23% | 99 |
|
|
2019
Q1 | $22M | Buy |
469,085
+46,432
| +11% | +$2.17M | 0.21% | 99 |
|
|
2018
Q4 | $20M | Buy |
422,653
+14,425
| +4% | +$690K | 0.22% | 100 |
|
|
2018
Q3 | $18.9M | Buy |
408,228
+13,531
| +3% | +$618K | 0.18% | 125 |
|
|
2018
Q2 | $17.3M | Sell |
394,697
-18,882
| -5% | -$816K | 0.18% | 117 |
|
|
2018
Q1 | $18M | Buy |
413,579
+8,510
| +2% | +$382K | 0.2% | 107 |
|
|
2017
Q4 | $18.6M | Buy |
405,069
+78,244
| +24% | +$3.6M | 0.22% | 98 |
|
|
2017
Q3 | $14.7M | Sell |
326,825
-1,143
| -0.3% | -$52K | 0.2% | 103 |
|
|
2017
Q2 | $14.7M | Buy |
327,968
+20,287
| +7% | +$896K | 0.22% | 90 |
|
|
2017
Q1 | $13.1M | Buy |
307,681
+784
| +0.3% | +$32.7K | 0.22% | 92 |
|
|
2016
Q4 | $12.7M | Sell |
306,897
-591
| -0.2% | -$24.6K | 0.24% | 87 |
|
|
2016
Q3 | $13M | Buy |
307,488
+8,289
| +3% | +$363K | 0.24% | 84 |
|
|
2016
Q2 | $13.6M | Buy |
299,199
+18,940
| +7% | +$856K | 0.29% | 72 |
|
|
2016
Q1 | $13M | Buy |
280,259
+4,377
| +2% | +$190K | 0.29% | 69 |
|
|
2015
Q4 | $11.9M | Buy |
275,882
+474
| +0.2% | +$20.1K | 0.28% | 69 |
|
|
2015
Q3 | $11M | Buy |
275,408
+1,191
| +0.4% | +$47.7K | 0.32% | 64 |
|
|
2015
Q2 | $10.8M | Buy |
274,217
+3,719
| +1% | +$151K | 0.3% | 70 |
|
|
2015
Q1 | $11M | Buy |
270,498
+5,965
| +2% | +$249K | 0.31% | 62 |
|
|
2014
Q4 | $11.2M | Buy |
264,533
+2,386
| +0.9% | +$102K | 0.35% | 57 |
|
|
2014
Q3 | $11.2M | Buy |
262,147
+20,962
| +9% | +$867K | 0.33% | 63 |
|
|
2014
Q2 | $10.2M | Sell |
241,185
-5,457
| -2% | -$221K | 0.36% | 59 |
|
|
2014
Q1 | $9.54M | Buy |
246,642
+21,023
| +9% | +$812K | 0.36% | 59 |
|
|
2013
Q4 | $9.32M | Buy |
225,619
+10,497
| +5% | +$414K | 0.38% | 53 |
|
|
2013
Q3 | $8.15M | Buy |
215,122
+30,794
| +17% | +$1.22M | 0.36% | 65 |
|
|
2013
Q2 | $7.39M | Buy |
+184,328
| New | +$7.63M | 0.38% | 54 |
|
Other funds holding KO
RG
ECSS
FOFI
ATO
Cambridge Investment Research Advisors's KO Position: Q2 2026 in Review
Cambridge Investment Research Advisors increased its Coca-Cola (KO) stake by 3% in Q2 2026, buying an estimated $1.97M and bringing the position to 859,081 shares worth $69.8M. The position accounts for 0.16% of the portfolio, ranked #114.
Cambridge Investment Research Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,485 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Cambridge Investment Research Advisors held 859,081 shares of Coca-Cola worth $69.8M as of Q2 2026.
- Cambridge Investment Research Advisors bought 24,971 Coca-Cola shares in Q2 2026, an estimated $1.97M.
- Coca-Cola made up 0.16% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #114 holding.
- Cambridge Investment Research Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- 1,485 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.