Chicago Capital’s Coca-Cola KO Stock Holding History

Chicago Capital’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	$6.36M	Sell	78,249 -1,444	-2%	-$114K	0.15%	80
2026 Q1	$6.06M	Sell	79,693 -1,474	-2%	-$111K	0.16%	72
2025 Q4	$5.67M	Buy	81,167 +5,097	+7%	+$355K	0.14%	84
2025 Q3	$5.04M	Sell	76,070 -1,848	-2%	-$127K	0.12%	86
2025 Q2	$5.51M	Buy	77,918 +919	+1%	+$65.5K	0.14%	80
2025 Q1	$5.51M	Buy	76,999 +2,499	+3%	+$167K	0.16%	82
2024 Q4	$4.64M	Buy	74,500 +346	+0.5%	+$22.6K	0.12%	88
2024 Q3	$5.33M	Buy	74,154 +62	+0.1%	+$4.25K	0.15%	80
2024 Q2	$4.72M	Buy	74,092 +1,040	+1%	+$64.4K	0.14%	83
2024 Q1	$4.47M	Buy	73,052 +67	+0.1%	+$4.03K	0.14%	86
2023 Q4	$4.3M	Buy	72,985 +119	+0.2%	+$6.76K	0.15%	81
2023 Q3	$4.08M	Buy	72,866 +51	+0.1%	+$3.06K	0.19%	63
2023 Q2	$4.38M	Hold	72,815	–	–	0.2%	58
2023 Q1	$4.52M	Buy	72,815 +47	+0.1%	+$2.85K	0.22%	60
2022 Q4	$4.63M	Hold	72,768	–	–	0.26%	60
2022 Q3	$4.08M	Buy	72,768 +1,673	+2%	+$104K	0.24%	61
2022 Q2	$4.47M	Hold	71,095	–	–	0.25%	61
2022 Q1	$4.41M	Sell	71,095 -228	-0.3%	-$13.9K	0.19%	67
2021 Q4	$4.22M	Sell	71,323 -94	-0.1%	-$5.23K	0.16%	68
2021 Q3	$3.75M	Buy	71,417 +54	+0.1%	+$3.01K	0.14%	65
2021 Q2	$3.86M	Hold	71,363	–	–	0.15%	64
2021 Q1	$3.76M	Buy	71,363 +531	+0.7%	+$26.7K	0.16%	62
2020 Q4	$3.88M	Sell	70,832 -18	-0%	-$931	0.17%	61
2020 Q3	$3.5M	Buy	70,850 +173	+0.2%	+$8.32K	0.18%	62
2020 Q2	$3.16M	Buy	70,677 +932	+1%	+$42.9K	0.18%	63
2020 Q1	$3.09M	Hold	69,745	–	–	0.25%	57
2019 Q4	$3.86M	Sell	69,745 -44	-0.1%	-$2.37K	0.24%	60
2019 Q3	$3.8M	Buy	69,789 +1,405	+2%	+$75.2K	0.25%	60
2019 Q2	$3.48M	Buy	68,384 +23,890	+54%	+$1.17M	0.22%	63
2019 Q1	$2.08M	Buy	44,494 +5,900	+15%	+$276K	0.14%	75
2018 Q4	$1.83M	Sell	38,594 -9	-0%	-$431	0.15%	74
2018 Q3	$1.78M	Hold	38,603	–	–	0.12%	76
2018 Q2	$1.69M	Buy	38,603 +28,253	+273%	+$1.22M	0.14%	80
2018 Q1	$450K	Buy	+10,350	New	+$465K	0.06%	108

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

Chicago Capital's KO Position: Q2 2026 in Review

Chicago Capital reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $114K and leaving 78,249 shares worth $6.36M. The position accounts for 0.15% of the portfolio, ranked #80.

Chicago Capital first reported a position in KO in Q1 2018 and has held it in 34 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Chicago Capital held 78,249 shares of Coca-Cola worth $6.36M as of Q2 2026.
Chicago Capital sold 1,444 Coca-Cola shares in Q2 2026, an estimated $114K.
Coca-Cola made up 0.15% of Chicago Capital's portfolio in Q2 2026, its #80 holding.
Chicago Capital first reported a position in Coca-Cola in Q1 2018 and has held it in 34 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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