Clark & Stuart Inc’s Coca-Cola KO Stock Holding History

Clark & Stuart Inc’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	$1.75M	Sell	21,442 -131	-0.6%	-$10.3K	1.1%	23
2026 Q1	$1.65M	Sell	21,573 -290	-1%	-$21.9K	1.11%	23
2025 Q4	$1.53M	Sell	21,863 -397	-2%	-$27.7K	1.05%	26
2025 Q3	$1.49M	Buy	22,260 +2	+0%	+$138	1.06%	26
2025 Q2	$1.59M	Sell	22,258 -3,031	-12%	-$216K	1.19%	24
2025 Q1	$1.82M	Sell	25,289 -115	-0.5%	-$7.68K	1.33%	23
2024 Q4	$1.58M	Buy	+25,404	New	+$1.66M	1.16%	26

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Clark & Stuart Inc's KO Position: Q2 2026 in Review

Clark & Stuart Inc reduced its Coca-Cola (KO) stake by 0.61% in Q2 2026, selling an estimated $10.3K and leaving 21,442 shares worth $1.75M. The position accounts for 1.1% of the portfolio, ranked #23.

Clark & Stuart Inc first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2025. 962 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Clark & Stuart Inc held 21,442 shares of Coca-Cola worth $1.75M as of Q2 2026.
Clark & Stuart Inc sold 131 Coca-Cola shares in Q2 2026, an estimated $10.3K.
Coca-Cola made up 1.1% of Clark & Stuart Inc's portfolio in Q2 2026, its #23 holding.
Clark & Stuart Inc first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Clark & Stuart Inc's Coca-Cola position peaked at $1.82M in Q1 2025.
962 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.