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Clark Asset Management’s Coca-Cola KO Stock Holding History

Clark Asset Management’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 		$434K Buy
5,340
+1,210
+29% +$95.6K 0.03% 171
2026
Q1 		$314K Buy
4,130
+711
+21% +$53.8K 0.03% 178
2025
Q4 		$239K Sell
3,419
-572
-14% -$39.9K 0.02% 203
2025
Q3 		$265K Buy
3,991
+36
+0.9% +$2.48K 0.03% 174
2025
Q2 		$280K Buy
+3,955
New +$282K 0.04% 153

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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Clark Asset Management's KO Position: Q2 2026 in Review

Clark Asset Management increased its Coca-Cola (KO) stake by 29% in Q2 2026, buying an estimated $95.6K and bringing the position to 5,340 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #171.

Clark Asset Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clark Asset Management held 5,340 shares of Coca-Cola worth $434K as of Q2 2026.
  • Clark Asset Management bought 1,210 Coca-Cola shares in Q2 2026, an estimated $95.6K.
  • Coca-Cola made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #171 holding.
  • Clark Asset Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.