CPIG
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Chicago Partners Investment Group’s Coca-Cola KO Stock Holding History

Chicago Partners Investment Group’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 		$3.69M Buy
45,464
+1,232
+3% +$97.3K 0.07% 236
2026
Q1 		$3.3M Buy
44,232
+2,751
+7% +$208K 0.07% 230
2025
Q4 		$3.02M Buy
41,481
+621
+2% +$43.3K 0.07% 223
2025
Q3 		$2.87M Buy
40,860
+1,344
+3% +$92.5K 0.08% 221
2025
Q2 		$2.73M Buy
39,516
+3,810
+11% +$271K 0.08% 214
2025
Q1 		$2.59M Sell
35,706
-888
-2% -$59.3K 0.09% 199
2024
Q4 		$2.26M Buy
36,594
+962
+3% +$62.8K 0.08% 209
2024
Q3 		$2.42M Buy
35,632
+222
+0.6% +$15.2K 0.09% 191
2024
Q2 		$2.4M Buy
35,410
+6,136
+21% +$380K 0.09% 194
2024
Q1 		$1.78M Buy
29,274
+661
+2% +$39.7K 0.08% 220
2023
Q4 		$1.69M Buy
28,613
+1,487
+5% +$84.5K 0.08% 222
2023
Q3 		$1.47M Buy
27,126
+84
+0.3% +$5.04K 0.08% 228
2023
Q2 		$1.68M Sell
27,042
-1,284
-5% -$79.9K 0.09% 215
2023
Q1 		$1.81M Buy
28,326
+657
+2% +$39.8K 0.11% 189
2022
Q4 		$1.66M Buy
27,669
+161
+0.6% +$9.72K 0.1% 191
2022
Q3 		$1.64M Buy
27,508
+4,195
+18% +$261K 0.12% 160
2022
Q2 		$1.5M Buy
23,313
+547
+2% +$34.7K 0.11% 171
2022
Q1 		$1.39M Buy
22,766
+903
+4% +$54.9K 0.11% 167
2021
Q4 		$1.33M Sell
21,863
-587
-3% -$32.7K 0.09% 181
2021
Q3 		$1.27M Buy
22,450
+1,001
+5% +$55.8K 0.09% 190
2021
Q2 		$1.22M Sell
21,449
-425
-2% -$23.1K 0.09% 183
2021
Q1 		$1.17M Buy
21,874
+921
+4% +$46.4K 0.1% 177
2020
Q4 		$1.02M Buy
20,953
+4,523
+28% +$234K 0.1% 175
2020
Q3 		$811K Buy
16,430
+56
+0.3% +$2.69K 0.1% 166
2020
Q2 		$794K Buy
16,374
+1,095
+7% +$50.4K 0.1% 161
2020
Q1 		$734K Buy
15,279
+1,128
+8% +$60.9K 0.11% 142
2019
Q4 		$804K Buy
14,151
+205
+1% +$11K 0.1% 155
2019
Q3 		$762K Buy
13,946
+57
+0.4% +$3.05K 0.11% 142
2019
Q2 		$711K Sell
13,889
-63
-0.5% -$3.09K 0.1% 145
2019
Q1 		$662K Buy
13,952
+462
+3% +$21.6K 0.1% 151
2018
Q4 		$635K Buy
13,490
+282
+2% +$13.5K 0.09% 167
2018
Q3 		$614K Buy
13,208
+453
+4% +$20.7K 0.09% 165
2018
Q2 		$559K Buy
12,755
+531
+4% +$22.9K 0.09% 161
2018
Q1 		$531K Sell
12,224
-131
-1% -$5.88K 0.09% 147
2017
Q4 		$567K Sell
12,355
-3,336
-21% -$153K 0.09% 147
2017
Q3 		$706K Buy
15,691
+11,297
+257% +$514K 0.12% 126
2017
Q2 		$186K Sell
4,394
-10,433
-70% -$461K 0.05% 209
2017
Q1 		$629K Buy
14,827
+947
+7% +$39.5K 0.18% 93
2016
Q4 		$575K Buy
13,880
+62
+0.4% +$2.58K 0.21% 89
2016
Q3 		$585K Buy
13,818
+4
+0% +$175 0.23% 83
2016
Q2 		$626K Buy
13,814
+4
+0% +$181 0.3% 58
2016
Q1 		$641K Hold
13,810
– – 0.33% 55
2015
Q4 		$593K Buy
13,810
+2,544
+23% +$108K 0.28% 60
2015
Q3 		$452K Buy
11,266
+19
+0.2% +$761 0.25% 64
2015
Q2 		$441K Sell
11,247
-1,842
-14% -$74.9K 0.2% 73
2015
Q1 		$553K Sell
13,089
-3,609
-22% -$151K 0.24% 65
2014
Q4 		$705K Buy
+16,698
New +$713K 0.3% 60

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

Chicago Partners Investment Group's KO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $97.3K and bringing the position to 45,464 shares worth $3.69M. The position accounts for 0.07% of the portfolio, ranked #236.

Chicago Partners Investment Group first reported a position in KO in Q4 2014 and has held it in 47 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Chicago Partners Investment Group held 45,464 shares of Coca-Cola worth $3.69M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,232 Coca-Cola shares in Q2 2026, an estimated $97.3K.
  • Coca-Cola made up 0.07% of Chicago Partners Investment Group's portfolio in Q2 2026, its #236 holding.
  • Chicago Partners Investment Group first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.