Cohen Klingenstein’s Coca-Cola KO Stock Holding History

Cohen Klingenstein’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 Q3	$4.48M	Hold	52,000	–	–	0.13%	76
2026 Q2	$4.23M	Hold	52,000	–	–	0.12%	82
2026 Q1	$3.95M	Hold	52,000	–	–	0.13%	80
2025 Q4	$3.64M	Hold	52,000	–	–	0.11%	86
2025 Q3	$3.45M	Hold	52,000	–	–	0.11%	85
2025 Q2	$3.68M	Hold	52,000	–	–	0.12%	83
2025 Q1	$3.72M	Hold	52,000	–	–	0.13%	81
2024 Q4	$3.24M	Sell	52,000 -49,200	-49%	-$3.21M	0.11%	86
2024 Q3	$7.27M	Hold	101,200	–	–	0.25%	61
2024 Q2	$6.44M	Hold	101,200	–	–	0.23%	61
2024 Q1	$6.19M	Hold	101,200	–	–	0.23%	67
2023 Q4	$5.96M	Hold	101,200	–	–	0.24%	65
2023 Q3	$5.67M	Hold	101,200	–	–	0.26%	63
2023 Q2	$6.09M	Hold	101,200	–	–	0.26%	64
2023 Q1	$6.28M	Hold	101,200	–	–	0.29%	61
2022 Q4	$6.44M	Hold	101,200	–	–	0.32%	56
2022 Q3	$5.67M	Hold	101,200	–	–	0.3%	60
2022 Q2	$6.37M	Hold	101,200	–	–	0.32%	59
2022 Q1	$6.27M	Hold	101,200	–	–	0.26%	66
2021 Q4	$5.99M	Hold	101,200	–	–	0.24%	73
2021 Q3	$5.31M	Hold	101,200	–	–	0.23%	74
2021 Q2	$5.48M	Hold	101,200	–	–	0.24%	77
2021 Q1	$5.33M	Hold	101,200	–	–	0.25%	76
2020 Q4	$5.55M	Hold	101,200	–	–	0.28%	70
2020 Q3	$5M	Hold	101,200	–	–	0.28%	70
2020 Q2	$4.52M	Hold	101,200	–	–	0.28%	73
2020 Q1	$4.48M	Hold	101,200	–	–	0.33%	69
2019 Q4	$5.6M	Hold	101,200	–	–	0.33%	70
2019 Q3	$5.51M	Buy	101,200 +49,200	+95%	+$2.63M	0.35%	64
2019 Q2	$2.65M	Buy	+52,000	New	+$2.55M	0.19%	95

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cohen Klingenstein's KO Position: Q3 2026 in Review

Cohen Klingenstein held its Coca-Cola (KO) position steady in Q3 2026 at 52,000 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #76.

Cohen Klingenstein first reported a position in KO in Q2 2019 and has held it in 30 quarters since. The position peaked at $7.27M in Q3 2024. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Cohen Klingenstein held 52,000 shares of Coca-Cola worth $4.48M as of Q3 2026.
Cohen Klingenstein left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.13% of Cohen Klingenstein's portfolio in Q3 2026, its #76 holding.
Cohen Klingenstein first reported a position in Coca-Cola in Q2 2019 and has held it in 30 quarters since.
Cohen Klingenstein's Coca-Cola position peaked at $7.27M in Q3 2024.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.