Canopy Partners’s Coca-Cola KO Stock Holding History

Canopy Partners’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	$667K	Buy	8,209 +473	+6%	+$37.4K	0.2%	98
2026 Q1	$588K	Buy	7,736 +171	+2%	+$12.9K	0.2%	94
2025 Q4	$529K	Buy	7,565 +580	+8%	+$40.4K	0.17%	109
2025 Q3	$463K	Buy	6,985 +104	+2%	+$7.16K	0.15%	115
2025 Q2	$487K	Sell	6,881 -204	-3%	-$14.5K	0.18%	110
2025 Q1	$507K	Buy	7,085 +448	+7%	+$29.9K	0.2%	103
2024 Q4	$413K	Buy	6,637 +578	+10%	+$37.7K	0.16%	111
2024 Q3	$435K	Sell	6,059 -70	-1%	-$4.79K	0.19%	104
2024 Q2	$390K	Buy	6,129 +209	+4%	+$12.9K	0.18%	110
2024 Q1	$362K	Buy	5,920 +832	+16%	+$50K	0.18%	111
2023 Q4	$300K	Buy	+5,088	New	+$289K	0.18%	108

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

Canopy Partners's KO Position: Q2 2026 in Review

Canopy Partners increased its Coca-Cola (KO) stake by 6.1% in Q2 2026, buying an estimated $37.4K and bringing the position to 8,209 shares worth $667K. The position accounts for 0.2% of the portfolio, ranked #98.

Canopy Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Canopy Partners held 8,209 shares of Coca-Cola worth $667K as of Q2 2026.
Canopy Partners bought 473 Coca-Cola shares in Q2 2026, an estimated $37.4K.
Coca-Cola made up 0.2% of Canopy Partners's portfolio in Q2 2026, its #98 holding.
Canopy Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.