Catalyst Investment Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$573K Buy
7,055
+1,987
+39% +$157K 0.52% 39
2026
Q1
$384K Sell
5,068
-1,744
-26% -$132K 0.43% 45
2025
Q4
$476K Buy
+6,812
New +$475K 0.45% 44

Other funds holding KO

Catalyst Investment Management's KO Position: Q2 2026 in Review

Catalyst Investment Management increased its Coca-Cola (KO) stake by 39% in Q2 2026, buying an estimated $157K and bringing the position to 7,055 shares worth $573K. The position accounts for 0.52% of the portfolio, ranked #39.

Catalyst Investment Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,626 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Catalyst Investment Management held 7,055 shares of Coca-Cola worth $573K as of Q2 2026.
  • Catalyst Investment Management bought 1,987 Coca-Cola shares in Q2 2026, an estimated $157K.
  • Coca-Cola made up 0.52% of Catalyst Investment Management's portfolio in Q2 2026, its #39 holding.
  • Catalyst Investment Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,626 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.