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Climber Capital’s Coca-Cola KO Stock Holding History

Climber Capital’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 		$275K Sell
3,392
-5,250
-61% -$415K 0.17% 56
2026
Q1 		$657K Buy
8,642
+5,310
+159% +$401K 0.43% 46
2025
Q4 		$233K Buy
+3,332
New +$232K 0.15% 56
2025
Q2 		$295K Sell
4,187
-213
-5% -$15.2K 0.19% 55
2025
Q1 		$281K Buy
4,400
+385
+10% +$25.7K 0.22% 51
2024
Q4 		$250K Buy
+4,015
New +$262K 0.21% 47

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

Climber Capital's KO Position: Q2 2026 in Review

Climber Capital reduced its Coca-Cola (KO) stake by 61% in Q2 2026, selling an estimated $415K and leaving 3,392 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #56.

Climber Capital first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $657K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Climber Capital held 3,392 shares of Coca-Cola worth $275K as of Q2 2026.
  • Climber Capital sold 5,250 Coca-Cola shares in Q2 2026, an estimated $415K.
  • Coca-Cola made up 0.17% of Climber Capital's portfolio in Q2 2026, its #56 holding.
  • Climber Capital first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Climber Capital's Coca-Cola position peaked at $657K in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.