Colonial River Investments’s Coca-Cola KO Stock Holding History

Colonial River Investments’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	$946K	Sell	11,640 -1,081	-8%	-$85.4K	0.27%	74
2026 Q1	$967K	Buy	12,721 +202	+2%	+$15.3K	0.35%	63
2025 Q4	$875K	Buy	12,519 +14	+0.1%	+$976	0.31%	68
2025 Q3	$829K	Buy	12,505 +778	+7%	+$53.5K	0.31%	78
2025 Q2	$818K	Buy	11,727 +1,391	+13%	+$99.1K	0.35%	64
2025 Q1	$740K	Buy	10,336 +3,497	+51%	+$234K	0.41%	57
2024 Q4	$426K	Sell	6,839 -1,011	-13%	-$66K	0.21%	108
2024 Q3	$564K	Sell	7,850 -4,636	-37%	-$317K	0.28%	87
2024 Q2	$795K	Buy	12,486 +20	+0.2%	+$1.24K	0.43%	67
2024 Q1	$763K	Sell	12,466 -4,778	-28%	-$287K	0.43%	64
2023 Q4	$1.02M	Buy	17,244 +2,118	+14%	+$120K	0.6%	51
2023 Q3	$847K	Buy	15,126 +5,808	+62%	+$348K	0.55%	59
2023 Q2	$561K	Sell	9,318 -1,035	-10%	-$64.4K	0.37%	81
2023 Q1	$642K	Buy	10,353 +250	+2%	+$15.1K	0.38%	75
2022 Q4	$643K	Sell	10,103 -3,081	-23%	-$186K	0.41%	68
2022 Q3	$739K	Buy	13,184 +322	+3%	+$20K	0.51%	62
2022 Q2	$809K	Buy	12,862 +282	+2%	+$17.9K	0.53%	55
2022 Q1	$780K	Buy	12,580 +212	+2%	+$12.9K	0.45%	68
2021 Q4	$732K	Buy	+12,368	New	+$689K	0.39%	70
2021 Q3	–	Sell	-9,532	Closed	-$516K	–	126
2021 Q2	$516K	Buy	9,532 +206	+2%	+$11.2K	0.37%	76
2021 Q1	$492K	Sell	9,326 -1,176	-11%	-$59.2K	0.4%	74
2020 Q4	$521	Buy	+10,502	New	+$543K	0.24%	70

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

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

Colonial River Investments's KO Position: Q2 2026 in Review

Colonial River Investments reduced its Coca-Cola (KO) stake by 8.5% in Q2 2026, selling an estimated $85.4K and leaving 11,640 shares worth $946K. The position accounts for 0.27% of the portfolio, ranked #74.

Colonial River Investments first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Colonial River Investments held 11,640 shares of Coca-Cola worth $946K as of Q2 2026.
Colonial River Investments sold 1,081 Coca-Cola shares in Q2 2026, an estimated $85.4K.
Coca-Cola made up 0.27% of Colonial River Investments's portfolio in Q2 2026, its #74 holding.
Colonial River Investments first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's Coca-Cola position peaked at $1.02M in Q4 2023.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.