Cascade Investment Advisors’s Coca-Cola KO Stock Holding History

Cascade Investment Advisors’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	$262K	Sell	3,226 -100	-3%	-$7.9K	0.14%	105
2026 Q1	$253K	Hold	3,326	–	–	0.15%	108
2025 Q4	$232K	Sell	3,326 -150	-4%	-$10.5K	0.14%	110
2025 Q3	$230K	Sell	3,476 -66	-2%	-$4.54K	0.14%	109
2025 Q2	$251K	Sell	3,542 -178	-5%	-$12.7K	0.16%	105
2025 Q1	$266K	Hold	3,720	–	–	0.18%	104
2024 Q4	$232K	Hold	3,720	–	–	0.15%	106
2024 Q3	$267K	Hold	3,720	–	–	0.17%	103
2024 Q2	$237K	Sell	3,720 -100	-3%	-$6.19K	0.16%	106
2024 Q1	$234K	Sell	3,820 -75	-2%	-$4.5K	0.15%	110
2023 Q4	$230K	Hold	3,895	–	–	0.16%	103
2023 Q3	$218K	Hold	3,895	–	–	0.17%	102
2023 Q2	$235K	Buy	3,895 +78	+2%	+$4.85K	0.18%	107
2023 Q1	$237K	Buy	3,817 +1	+0%	+$61	0.19%	100
2022 Q4	$243K	Hold	3,816	–	–	0.2%	106
2022 Q3	$228K	Hold	3,816	–	–	0.2%	105
2022 Q2	$240K	Hold	3,816	–	–	0.19%	106
2022 Q1	$237K	Hold	3,816	–	–	0.14%	115
2021 Q4	$226K	Hold	3,816	–	–	0.13%	115
2021 Q3	$200K	Hold	3,816	–	–	0.13%	112
2021 Q2	$207K	Hold	3,816	–	–	0.13%	110
2021 Q1	$201K	Hold	3,816	–	–	0.13%	111
2020 Q4	$209K	Hold	3,816	–	–	0.15%	107
2020 Q3	$188K	Hold	3,816	–	–	0.16%	108
2020 Q2	$171K	Hold	3,816	–	–	0.16%	101
2020 Q1	$169K	Sell	3,816 -200	-5%	-$10.8K	0.19%	101
2019 Q4	$222K	Sell	4,016 -1,417	-26%	-$76.2K	0.17%	102
2019 Q3	$296K	Buy	5,433 +1,167	+27%	+$62.5K	0.23%	97
2019 Q2	$217K	Hold	4,266	–	–	0.18%	98
2019 Q1	$200K	Sell	4,266 -455	-10%	-$21.3K	0.18%	100
2018 Q4	$224K	Hold	4,721	–	–	0.23%	90
2018 Q3	$218K	Sell	4,721 -211	-4%	-$9.64K	0.18%	95
2018 Q2	$216K	Buy	4,932 +1,595	+48%	+$68.9K	0.19%	94
2018 Q1	$145K	Buy	3,337 +966	+41%	+$43.4K	0.11%	102
2017 Q4	$109K	Buy	2,371 +455	+24%	+$20.9K	0.09%	107
2017 Q3	$86.2K	Hold	1,916	–	–	0.07%	109
2017 Q2	$85.9K	Sell	1,916 -100	-5%	-$4.42K	0.07%	110
2017 Q1	$85.6K	Sell	2,016 -1,083	-35%	-$45.2K	0.08%	102
2016 Q4	$128K	Buy	+3,099	New	+$129K	0.11%	93
2016 Q2	$91.4K	Buy	+2,016	New	+$91.1K	0.09%	91

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cascade Investment Advisors's KO Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $7.9K and leaving 3,226 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #105.

Cascade Investment Advisors first reported a position in KO in Q2 2016 and has held it in 40 quarters since. The position peaked at $296K in Q3 2019. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cascade Investment Advisors held 3,226 shares of Coca-Cola worth $262K as of Q2 2026.
Cascade Investment Advisors sold 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
Coca-Cola made up 0.14% of Cascade Investment Advisors's portfolio in Q2 2026, its #105 holding.
Cascade Investment Advisors first reported a position in Coca-Cola in Q2 2016 and has held it in 40 quarters since.
Cascade Investment Advisors's Coca-Cola position peaked at $296K in Q3 2019.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.