C
KO icon

Certuity’s Coca-Cola KO Stock Holding History

Certuity’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 		$2.26M Sell
27,797
-2,947
-10% -$233K 0.11% 104
2026
Q1 		$2.34M Buy
30,744
+74
+0.2% +$5.59K 0.15% 91
2025
Q4 		$2.14M Buy
30,670
+3,329
+12% +$232K 0.13% 104
2025
Q3 		$1.81M Buy
27,341
+16,054
+142% +$1.1M 0.12% 108
2025
Q2 		$798K Sell
11,287
-298
-3% -$21.2K 0.08% 145
2025
Q1 		$829K Sell
11,585
-2,256
-16% -$151K 0.09% 135
2024
Q4 		$862K Sell
13,841
-3,924
-22% -$256K 0.09% 124
2024
Q3 		$1.28M Buy
17,765
+5,052
+40% +$346K 0.14% 114
2024
Q2 		$809K Sell
12,713
-467
-4% -$28.9K 0.06% 143
2024
Q1 		$806K Sell
13,180
-1,348
-9% -$81K 0.07% 131
2023
Q4 		$856K Buy
14,528
+3,058
+27% +$174K 0.09% 126
2023
Q3 		$642K Buy
11,470
+2,448
+27% +$147K 0.08% 118
2023
Q2 		$543K Buy
9,022
+940
+12% +$58.5K 0.06% 136
2023
Q1 		$501K Buy
8,082
+2,109
+35% +$128K 0.07% 113
2022
Q4 		$380K Buy
5,973
+340
+6% +$20.5K 0.06% 130
2022
Q3 		$316K Buy
5,633
+1,821
+48% +$113K 0.07% 127
2022
Q2 		$240K Buy
3,812
+53
+1% +$3.36K 0.06% 181
2022
Q1 		$233K Sell
3,759
-855
-19% -$52K 0.05% 261
2021
Q4 		$273K Sell
4,614
-1,774
-28% -$98.8K 0.06% 231
2021
Q3 		$335K Buy
6,388
+45
+0.7% +$2.51K 0.07% 245
2021
Q2 		$343K Buy
6,343
+1,602
+34% +$87.2K 0.08% 199
2021
Q1 		$250K Buy
+4,741
New +$239K 0.07% 242

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Certuity's KO Position: Q2 2026 in Review

Certuity reduced its Coca-Cola (KO) stake by 9.6% in Q2 2026, selling an estimated $233K and leaving 27,797 shares worth $2.26M. The position accounts for 0.11% of the portfolio, ranked #104.

Certuity first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.34M in Q1 2026. 1,534 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Certuity held 27,797 shares of Coca-Cola worth $2.26M as of Q2 2026.
  • Certuity sold 2,947 Coca-Cola shares in Q2 2026, an estimated $233K.
  • Coca-Cola made up 0.11% of Certuity's portfolio in Q2 2026, its #104 holding.
  • Certuity first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • Certuity's Coca-Cola position peaked at $2.34M in Q1 2026.
  • 1,534 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.