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Capital Advisors Ltd’s Coca-Cola KO Stock Holding History

Capital Advisors Ltd’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 		$353K Sell
4,343
-6
-0.1% -$474 0.04% 231
2026
Q1 		$331K Buy
4,349
+111
+3% +$8.39K 0.04% 233
2025
Q4 		$296K Buy
4,238
+214
+5% +$14.9K 0.03% 242
2025
Q3 		$267K Sell
4,024
-51
-1% -$3.51K 0.03% 251
2025
Q2 		$288K Sell
4,075
-139
-3% -$9.9K 0.04% 231
2025
Q1 		$302K Buy
4,214
+443
+12% +$29.6K 0.04% 221
2024
Q4 		$235K Buy
3,771
+79
+2% +$5.16K 0.03% 251
2024
Q3 		$265K Buy
3,692
+61
+2% +$4.18K 0.03% 239
2024
Q2 		$231K Buy
3,631
+153
+4% +$9.47K 0.03% 252
2024
Q1 		$213K Buy
3,478
+85
+3% +$5.11K 0.03% 262
2023
Q4 		$200K Buy
3,393
+495
+17% +$28.1K 0.03% 258
2023
Q3 		$162K Sell
2,898
-225
-7% -$13.5K 0.02% 272
2023
Q2 		$188K Buy
3,123
+1,936
+163% +$120K 0.03% 259
2023
Q1 		$74K Sell
1,187
-1,854
-61% -$112K 0.01% 338
2022
Q4 		$84K Sell
3,041
-1,065
-26% -$64.3K 0.01% 329
2022
Q3 		$230K Sell
4,106
-165
-4% -$10.3K 0.04% 206
2022
Q2 		$269K Sell
4,271
-473
-10% -$30K 0.05% 186
2022
Q1 		$294K Buy
4,744
+845
+22% +$51.4K 0.05% 183
2021
Q4 		$231K Buy
3,899
+383
+11% +$21.3K 0.04% 213
2021
Q3 		$185K Hold
3,516
– – 0.03% 227
2021
Q2 		$190K Buy
3,516
+2,860
+436% +$156K 0.03% 211
2021
Q1 		$35K Hold
656
– – 0.01% 318
2020
Q4 		$36K Buy
656
+2
+0.3% +$103 0.01% 305
2020
Q3 		$32K Buy
654
+2
+0.3% +$96 0.01% 304
2020
Q2 		$29K Buy
652
+2
+0.3% +$92 0.01% 301
2020
Q1 		$29K Hold
650
– – 0.01% 291
2019
Q4 		$36K Buy
650
+4
+0.6% +$215 0.01% 276
2019
Q3 		$35K Sell
646
-592
-48% -$31.7K 0.01% 276
2019
Q2 		$63K Buy
1,238
+828
+202% +$40.6K 0.02% 266
2019
Q1 		$19K Hold
410
– – 0.01% 334
2018
Q4 		$19K Buy
410
+4
+1% +$191 0.01% 341
2018
Q3 		$19K Buy
406
+2
+0.5% +$91 0.01% 366
2018
Q2 		$18K Buy
404
+2
+0.5% +$86 0.01% 293
2018
Q1 		$17K Hold
402
– – 0.01% 288
2017
Q4 		$18K Buy
402
+2
+0.5% +$92 0.01% 286
2017
Q3 		$18K Buy
400
+222
+125% +$10.1K 0.01% 288
2017
Q2 		$8K Hold
178
– – ﹤0.01% 339
2017
Q1 		$8K Sell
178
-9
-5% -$375 ﹤0.01% 317
2016
Q4 		$8K Hold
187
– – ﹤0.01% 309
2016
Q3 		$8K Hold
187
– – ﹤0.01% 305
2016
Q2 		$8K Sell
187
-90
-32% -$4.07K ﹤0.01% 289
2016
Q1 		$13K Hold
277
– – 0.01% 253
2015
Q4 		$12K Hold
277
– – 0.01% 250
2015
Q3 		$11K Sell
277
-370
-57% -$14.8K 0.01% 251
2015
Q2 		$25K Buy
647
+488
+307% +$19.8K 0.01% 232
2015
Q1 		$6K Hold
159
– – ﹤0.01% 290
2014
Q4 		$7K Sell
159
-101
-39% -$4.31K ﹤0.01% 273
2014
Q3 		$11K Sell
260
-181
-41% -$7.48K 0.01% 254
2014
Q2 		$19K Buy
441
+1
+0.2% +$41 0.01% 241
2014
Q1 		$17K Hold
440
– – 0.01% 247
2013
Q4 		$18K Buy
+440
New +$17.4K 0.01% 208

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capital Advisors Ltd's KO Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Coca-Cola (KO) stake by 0.14% in Q2 2026, selling an estimated $474 and leaving 4,343 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #231.

Capital Advisors Ltd first reported a position in KO in Q4 2013 and has held it in 51 quarters since. 1,624 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Capital Advisors Ltd held 4,343 shares of Coca-Cola worth $353K as of Q2 2026.
  • Capital Advisors Ltd sold 6 Coca-Cola shares in Q2 2026, an estimated $474.
  • Coca-Cola made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #231 holding.
  • Capital Advisors Ltd first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • 1,624 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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