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Citadel Investment Advisory’s Coca-Cola KO Stock Holding History

Citadel Investment Advisory’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 		$3.12M Sell
38,403
-100
-0.3% -$7.9K 1.42% 15
2026
Q1 		$2.93M Sell
38,503
-1,100
-3% -$83.2K 1.4% 16
2025
Q4 		$2.77M Sell
39,603
-800
-2% -$55.8K 1.2% 19
2025
Q3 		$2.68M Hold
40,403
– – 1.23% 19
2025
Q2 		$2.86M Sell
40,403
-2,625
-6% -$187K 1.38% 18
2025
Q1 		$3.08M Sell
43,028
-59
-0.1% -$3.94K 1.51% 15
2024
Q4 		$2.68M Sell
43,087
-91
-0.2% -$5.94K 1.39% 16
2024
Q3 		$3.1M Buy
43,178
+650
+2% +$44.5K 1.63% 14
2024
Q2 		$2.71M Sell
42,528
-275
-0.6% -$17K 1.54% 14
2024
Q1 		$2.62M Sell
42,803
-100
-0.2% -$6.01K 1.48% 17
2023
Q4 		$2.53M Sell
42,903
-400
-0.9% -$22.7K 1.55% 13
2023
Q3 		$2.42M Sell
43,303
-100
-0.2% -$6K 1.59% 13
2023
Q2 		$2.61M Sell
43,403
-250
-0.6% -$15.6K 1.69% 13
2023
Q1 		$2.71M Hold
43,653
– – 1.84% 12
2022
Q4 		$2.78M Sell
43,653
-1,650
-4% -$99.6K 1.9% 12
2022
Q3 		$2.54M Buy
45,303
+600
+1% +$37.3K 1.94% 10
2022
Q2 		$2.81M Sell
44,703
-2,100
-4% -$133K 1.91% 9
2022
Q1 		$2.9M Sell
46,803
-783
-2% -$47.6K 1.69% 11
2021
Q4 		$2.82M Sell
47,586
-100
-0.2% -$5.57K 1.65% 15
2021
Q3 		$2.5M Hold
47,686
– – 1.55% 17
2021
Q2 		$2.58M Hold
47,686
– – 1.6% 16
2021
Q1 		$2.51M Hold
47,686
– – 1.64% 14
2020
Q4 		$2.62M Buy
+47,686
New +$2.47M 1.87% 11

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

Citadel Investment Advisory's KO Position: Q2 2026 in Review

Citadel Investment Advisory reduced its Coca-Cola (KO) stake by 0.26% in Q2 2026, selling an estimated $7.9K and leaving 38,403 shares worth $3.12M. The position accounts for 1.42% of the portfolio, ranked #15.

Citadel Investment Advisory first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Citadel Investment Advisory held 38,403 shares of Coca-Cola worth $3.12M as of Q2 2026.
  • Citadel Investment Advisory sold 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
  • Coca-Cola made up 1.42% of Citadel Investment Advisory's portfolio in Q2 2026, its #15 holding.
  • Citadel Investment Advisory first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.