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Cherry Creek Investment Advisors’s Coca-Cola KO Stock Holding History

Cherry Creek 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 		$3.66M Buy
45,092
+653
+1% +$51.6K 1.44% 19
2026
Q1 		$3.38M Sell
44,439
-40
-0.1% -$3.02K 1.47% 18
2025
Q4 		$3.11M Buy
44,479
+836
+2% +$58.3K 1.33% 20
2025
Q3 		$2.89M Sell
43,643
-1,490
-3% -$103K 1.25% 21
2025
Q2 		$3.19M Sell
45,133
-952
-2% -$67.8K 1.5% 19
2025
Q1 		$3.3M Sell
46,085
-69
-0.1% -$4.61K 1.72% 15
2024
Q4 		$2.87M Buy
46,154
+227
+0.5% +$14.8K 1.41% 20
2024
Q3 		$3.3M Sell
45,927
-253
-0.5% -$17.3K 1.71% 17
2024
Q2 		$2.94M Sell
46,180
-736
-2% -$45.6K 1.53% 19
2024
Q1 		$2.87M Sell
46,916
-251
-0.5% -$15.1K 1.55% 18
2023
Q4 		$2.78M Buy
47,167
+714
+2% +$40.6K 1.7% 17
2023
Q3 		$2.6M Buy
46,453
+358
+0.8% +$21.5K 1.77% 17
2023
Q2 		$2.78M Buy
46,095
+585
+1% +$36.4K 1.87% 15
2023
Q1 		$2.82M Sell
45,510
-392
-0.9% -$23.7K 2.07% 14
2022
Q4 		$2.92M Buy
45,902
+53
+0.1% +$3.2K 2.26% 13
2022
Q3 		$2.57M Buy
45,849
+1,026
+2% +$63.8K 2.13% 14
2022
Q2 		$2.82M Buy
44,823
+282
+0.6% +$17.9K 2.27% 13
2022
Q1 		$2.76M Buy
44,541
+1,780
+4% +$108K 1.82% 16
2021
Q4 		$2.53M Buy
42,761
+5,535
+15% +$308K 1.57% 17
2021
Q3 		$1.95M Buy
37,226
+1,784
+5% +$99.4K 1.3% 21
2021
Q2 		$1.92M Buy
+35,442
New +$1.93M 1.26% 22

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cherry Creek Investment Advisors's KO Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $51.6K and bringing the position to 45,092 shares worth $3.66M. The position accounts for 1.44% of the portfolio, ranked #19.

Cherry Creek Investment Advisors first reported a position in KO in Q2 2021 and has held it in 21 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cherry Creek Investment Advisors held 45,092 shares of Coca-Cola worth $3.66M as of Q2 2026.
  • Cherry Creek Investment Advisors bought 653 Coca-Cola shares in Q2 2026, an estimated $51.6K.
  • Coca-Cola made up 1.44% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Cherry Creek Investment Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.