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Clarus Group’s Coca-Cola KO Stock Holding History

Clarus 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 		$524K Sell
6,447
-385
-6% -$30.4K 0.18% 52
2026
Q1 		$520K Sell
6,832
-242
-3% -$18.3K 0.19% 50
2025
Q4 		$495K Buy
7,074
+61
+0.9% +$4.25K 0.18% 55
2025
Q3 		$465K Buy
7,013
+29
+0.4% +$2K 0.16% 59
2025
Q2 		$494K Buy
6,984
+28
+0.4% +$2K 0.18% 54
2025
Q1 		$498K Hold
6,956
– – 0.19% 51
2024
Q4 		$433K Buy
6,956
+56
+0.8% +$3.65K 0.15% 63
2024
Q3 		$496K Buy
6,900
+13
+0.2% +$890 0.21% 53
2024
Q2 		$438K Sell
6,887
-2,539
-27% -$157K 0.19% 66
2024
Q1 		$577K Sell
9,426
-157
-2% -$9.43K 0.4% 45
2023
Q4 		$565K Sell
9,583
-1,076
-10% -$61.1K 0.43% 43
2023
Q3 		$597K Buy
10,659
+341
+3% +$20.5K 0.43% 45
2023
Q2 		$621K Buy
10,318
+2,932
+40% +$182K 0.45% 36
2023
Q1 		$458K Hold
7,386
– – 0.43% 37
2022
Q4 		$470K Buy
7,386
+62
+0.8% +$3.74K 0.41% 43
2022
Q3 		$410K Sell
7,324
-257
-3% -$16K 0.37% 42
2022
Q2 		$477K Buy
7,581
+30
+0.4% +$1.9K 0.4% 42
2022
Q1 		$468K Buy
7,551
+373
+5% +$22.7K 0.32% 47
2021
Q4 		$377K Buy
7,178
+33
+0.5% +$1.84K 0.25% 57
2021
Q3 		$375K Hold
7,145
– – 0.26% 58
2021
Q2 		$389K Buy
7,145
+36
+0.5% +$1.96K 0.29% 58
2021
Q1 		$379K Buy
7,109
+764
+12% +$38.5K 0.32% 55
2020
Q4 		$322K Buy
+6,345
New +$328K 0.28% 62

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Clarus Group's KO Position: Q2 2026 in Review

Clarus Group reduced its Coca-Cola (KO) stake by 5.6% in Q2 2026, selling an estimated $30.4K and leaving 6,447 shares worth $524K. The position accounts for 0.18% of the portfolio, ranked #52.

Clarus Group first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $621K in Q2 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clarus Group held 6,447 shares of Coca-Cola worth $524K as of Q2 2026.
  • Clarus Group sold 385 Coca-Cola shares in Q2 2026, an estimated $30.4K.
  • Coca-Cola made up 0.18% of Clarus Group's portfolio in Q2 2026, its #52 holding.
  • Clarus Group first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Clarus Group's Coca-Cola position peaked at $621K in Q2 2023.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.