Congress Park Capital’s Coca-Cola KO Stock Holding History

Congress Park 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	$326K	Hold	4,013	–	–	0.09%	103
2026 Q1	$305K	Hold	4,013	–	–	0.09%	108
2025 Q4	$281K	Buy	4,013 +313	+8%	+$21.8K	0.08%	108
2025 Q3	$245K	Hold	3,700	–	–	0.08%	107
2025 Q2	$262K	Sell	3,700 -5,846	-61%	-$416K	0.09%	96
2025 Q1	$684K	Sell	9,546 -2,440	-20%	-$163K	0.26%	66
2024 Q4	$746K	Buy	11,986 +300	+3%	+$19.6K	0.27%	66
2024 Q3	$840K	Sell	11,686 -20	-0.2%	-$1.37K	0.31%	63
2024 Q2	$745K	Sell	11,706 -1,419	-11%	-$87.8K	0.3%	64
2024 Q1	$803K	Hold	13,125	–	–	0.36%	59
2023 Q4	$773K	Buy	13,125 +2,400	+22%	+$136K	0.38%	60
2023 Q3	$600K	Buy	10,725 +175	+2%	+$10.5K	0.31%	70
2023 Q2	$635K	Sell	10,550 -275	-3%	-$17.1K	0.32%	69
2023 Q1	$671K	Sell	10,825 -525	-5%	-$31.8K	0.35%	63
2022 Q4	$722K	Sell	11,350 -5,025	-31%	-$303K	0.42%	60
2022 Q3	$917K	Sell	16,375 -3,200	-16%	-$199K	0.53%	45
2022 Q2	$1.23M	Buy	19,575 +150	+0.8%	+$9.51K	0.75%	38
2022 Q1	$1.2M	Hold	19,425	–	–	0.6%	45
2021 Q4	$1.15M	Hold	19,425	–	–	0.57%	45
2021 Q3	$1.02M	Sell	19,425 -4,520	-19%	-$252K	0.52%	51
2021 Q2	$1.3M	Buy	23,945 +205	+0.9%	+$11.2K	0.65%	45
2021 Q1	$1.25M	Buy	23,740 +18,590	+361%	+$936K	0.7%	42
2020 Q4	$282K	Sell	5,150 -1,400	-21%	-$72.4K	0.17%	94
2020 Q3	$323K	Hold	6,550	–	–	0.2%	79
2020 Q2	$293K	Sell	6,550 -375	-5%	-$17.3K	0.22%	76
2020 Q1	$306K	Sell	6,925 -6,350	-48%	-$343K	0.28%	64
2019 Q4	$735K	Hold	13,275	–	–	0.54%	42
2019 Q3	$723K	Hold	13,275	–	–	0.61%	39
2019 Q2	$719K	Buy	13,275 +75	+0.6%	+$3.68K	0.57%	41
2019 Q1	$619K	Buy	13,200 +6,650	+102%	+$311K	0.54%	48
2018 Q4	$310K	Hold	6,550	–	–	0.34%	63
2018 Q3	$303K	Sell	6,550 -400	-6%	-$18.3K	0.27%	79
2018 Q2	$305K	Buy	6,950 +250	+4%	+$10.8K	0.29%	77
2018 Q1	$291K	Sell	6,700 -700	-9%	-$31.4K	0.3%	77
2017 Q4	$340K	Buy	+7,400	New	+$340K	0.34%	76

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Congress Park Capital's KO Position: Q2 2026 in Review

Congress Park Capital held its Coca-Cola (KO) position steady in Q2 2026 at 4,013 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #103.

Congress Park Capital first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.3M in Q2 2021. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Congress Park Capital held 4,013 shares of Coca-Cola worth $326K as of Q2 2026.
Congress Park Capital left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.09% of Congress Park Capital's portfolio in Q2 2026, its #103 holding.
Congress Park Capital first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
Congress Park Capital's Coca-Cola position peaked at $1.3M in Q2 2021.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.