Cary Street Partners’s Coca-Cola KO Stock Holding History

Cary Street 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	$10.2M	Buy	124,900 +2,188	+2%	+$173K	0.22%	103
2026 Q1	$9.33M	Buy	122,712 +756	+0.6%	+$57.2K	0.23%	103
2025 Q4	$8.53M	Sell	121,956 -731	-0.6%	-$51K	0.21%	115
2025 Q3	$8.14M	Buy	122,687 +9,608	+8%	+$661K	0.21%	114
2025 Q2	$8M	Sell	113,079 -2,601	-2%	-$185K	0.22%	104
2025 Q1	$8.28M	Sell	115,680 -2,623	-2%	-$175K	0.26%	94
2024 Q4	$7.37M	Buy	+118,303	New	+$7.72M	0.24%	104

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cary Street Partners's KO Position: Q2 2026 in Review

Cary Street Partners increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $173K and bringing the position to 124,900 shares worth $10.2M. The position accounts for 0.22% of the portfolio, ranked #103.

Cary Street Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,555 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cary Street Partners held 124,900 shares of Coca-Cola worth $10.2M as of Q2 2026.
Cary Street Partners bought 2,188 Coca-Cola shares in Q2 2026, an estimated $173K.
Coca-Cola made up 0.22% of Cary Street Partners's portfolio in Q2 2026, its #103 holding.
Cary Street Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,555 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.