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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cohen Klingenstein's KO Position: Q2 2026 in Review

Cohen Klingenstein held its Coca-Cola (KO) position steady in Q2 2026 at 52,000 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #82.

Cohen Klingenstein first reported a position in KO in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.27M in Q3 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cohen Klingenstein held 52,000 shares of Coca-Cola worth $4.23M as of Q2 2026.
Cohen Klingenstein left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.12% of Cohen Klingenstein's portfolio in Q2 2026, its #82 holding.
Cohen Klingenstein first reported a position in Coca-Cola in Q2 2019 and has held it in 29 quarters since.
Cohen Klingenstein's Coca-Cola position peaked at $7.27M in Q3 2024.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.