Congress Asset Management’s Coca-Cola KO Stock Holding History

Congress Asset Management’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	$894K	Sell	11,006 -1,102	-9%	-$87K	0.01%	308
2026 Q1	$921K	Sell	12,108 -2,727	-18%	-$206K	0.01%	345
2025 Q4	$1.04M	Sell	14,835 -920	-6%	-$64.1K	0.01%	310
2025 Q3	$1.04M	Sell	15,755 -4,563	-22%	-$314K	0.01%	315
2025 Q2	$1.44M	Sell	20,318 -343	-2%	-$24.4K	0.01%	301
2025 Q1	$1.48M	Sell	20,661 -290	-1%	-$19.4K	0.01%	289
2024 Q4	$1.3M	Buy	+20,951	New	+$1.37M	0.01%	301
2024 Q1	–	Sell	-4,050	Closed	-$239K	–	369
2023 Q4	$239K	Hold	4,050	–	–	﹤0.01%	365
2023 Q3	$227K	Hold	4,050	–	–	﹤0.01%	370
2023 Q2	$244K	Sell	4,050 -1,500	-27%	-$93.3K	﹤0.01%	361
2023 Q1	$344K	Sell	5,550 -529	-9%	-$32K	﹤0.01%	348
2022 Q4	$387K	Buy	6,079 +29	+0.5%	+$1.75K	﹤0.01%	350
2022 Q3	$339K	Buy	6,050 +785	+15%	+$48.8K	﹤0.01%	343
2022 Q2	$331K	Buy	5,265 +1,945	+59%	+$123K	﹤0.01%	347
2022 Q1	$206K	Buy	+3,320	New	+$202K	﹤0.01%	360
2021 Q4	–	Sell	-4,396	Closed	-$231K	–	371
2021 Q3	$231K	Sell	4,396 -72	-2%	-$4.01K	﹤0.01%	351
2021 Q2	$242K	Buy	4,468 +72	+2%	+$3.92K	﹤0.01%	352
2021 Q1	$232K	Sell	4,396 -669	-13%	-$33.7K	﹤0.01%	348
2020 Q4	$278K	Sell	5,065 -1,414	-22%	-$73.1K	﹤0.01%	333
2020 Q3	$320K	Sell	6,479 -706	-10%	-$34K	﹤0.01%	310
2020 Q2	$321K	Sell	7,185 -100	-1%	-$4.61K	﹤0.01%	298
2020 Q1	$322K	Sell	7,285 -530	-7%	-$28.6K	﹤0.01%	299
2019 Q4	$433K	Sell	7,815 -47	-0.6%	-$2.53K	0.01%	310
2019 Q3	$428K	Sell	7,862 -923	-11%	-$49.4K	0.01%	315
2019 Q2	$447K	Sell	8,785 -345	-4%	-$16.9K	0.01%	319
2019 Q1	$428K	Sell	9,130 -249	-3%	-$11.6K	0.01%	323
2018 Q4	$444K	Sell	9,379 -379	-4%	-$18.1K	0.01%	333
2018 Q3	$451K	Buy	9,758 +409	+4%	+$18.7K	0.01%	336
2018 Q2	$410K	Sell	9,349 -1,961	-17%	-$84.7K	0.01%	341
2018 Q1	$491K	Sell	11,310 -3,360	-23%	-$151K	0.01%	345
2017 Q4	$673K	Sell	14,670 -1,260	-8%	-$57.9K	0.01%	333
2017 Q3	$717K	Sell	15,930 -1,375	-8%	-$62.5K	0.01%	342
2017 Q2	$776K	Sell	17,305 -94,246	-84%	-$4.16M	0.01%	216
2017 Q1	$4.73M	Buy	111,551 +4,547	+4%	+$190K	0.09%	143
2016 Q4	$4.44M	Buy	107,004 +3,895	+4%	+$162K	0.09%	147
2016 Q3	$4.36M	Buy	103,109 +12,302	+14%	+$539K	0.1%	143
2016 Q2	$4.12M	Buy	90,807 +1,451	+2%	+$65.6K	0.1%	140
2016 Q1	$4.14M	Buy	89,356 +1,309	+1%	+$57K	0.1%	135
2015 Q4	$3.78M	Buy	88,047 +2,545	+3%	+$108K	0.09%	140
2015 Q3	$3.43M	Buy	85,502 +4,745	+6%	+$190K	0.09%	143
2015 Q2	$3.17M	Buy	80,757 +3,519	+5%	+$143K	0.09%	151
2015 Q1	$3.13M	Buy	77,238 +4,291	+6%	+$179K	0.08%	152
2014 Q4	$3.08M	Buy	72,947 +5,448	+8%	+$233K	0.08%	152
2014 Q3	$2.88M	Sell	67,499 -2,947	-4%	-$122K	0.07%	154
2014 Q2	$2.98M	Sell	70,446 -8,805	-11%	-$357K	0.08%	153
2014 Q1	$3.06M	Sell	79,251 -67,664	-46%	-$2.61M	0.08%	150
2013 Q4	$6.07M	Sell	146,915 -21,110	-13%	-$833K	0.16%	97
2013 Q3	$6.37M	Sell	168,025 -1,421,374	-89%	-$56.2M	0.18%	87
2013 Q2	$63.8M	Buy	+1,589,399	New	+$65.8M	1.89%	20

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Congress Asset Management's KO Position: Q2 2026 in Review

Congress Asset Management reduced its Coca-Cola (KO) stake by 9.1% in Q2 2026, selling an estimated $87K and leaving 11,006 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #308.

Congress Asset Management first reported a position in KO in Q2 2013 and has held it in 49 quarters since. The position peaked at $63.8M in Q2 2013. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Congress Asset Management held 11,006 shares of Coca-Cola worth $894K as of Q2 2026.
Congress Asset Management sold 1,102 Coca-Cola shares in Q2 2026, an estimated $87K.
Coca-Cola made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #308 holding.
Congress Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 49 quarters since.
Congress Asset Management's Coca-Cola position peaked at $63.8M in Q2 2013.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.