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Capital Management Associates Inc’s Coca-Cola KO Stock Holding History

Capital Management Associates Inc’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 		$575K Buy
7,076
+3,503
+98% +$277K 0.12% 93
2026
Q1 		$272K Sell
3,573
-439
-11% -$33.2K 0.06% 129
2025
Q4 		$281K Buy
4,012
+97
+2% +$6.76K 0.06% 131
2025
Q3 		$260K Buy
3,915
+150
+4% +$10.3K 0.07% 118
2025
Q2 		$266K Buy
+3,765
New +$268K 0.08% 100

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Capital Management Associates Inc's KO Position: Q2 2026 in Review

Capital Management Associates Inc increased its Coca-Cola (KO) stake by 98% in Q2 2026, buying an estimated $277K and bringing the position to 7,076 shares worth $575K. The position accounts for 0.12% of the portfolio, ranked #93.

Capital Management Associates Inc first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,773 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Capital Management Associates Inc held 7,076 shares of Coca-Cola worth $575K as of Q2 2026.
  • Capital Management Associates Inc bought 3,503 Coca-Cola shares in Q2 2026, an estimated $277K.
  • Coca-Cola made up 0.12% of Capital Management Associates Inc's portfolio in Q2 2026, its #93 holding.
  • Capital Management Associates Inc first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.