Constitution Capital
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Constitution Capital’s Coca-Cola KO Stock Holding History

Constitution 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
Q3 		$12.2M Buy
142,161
+75,980
+115% +$6.59M 5.7% 3
2026
Q2 		$5.38M Sell
66,181
-26,555
-29% -$2.1M 2.76% 13
2026
Q1 		$7.05M Sell
92,736
-21,925
-19% -$1.66M 3.52% 11
2025
Q4 		$8.02M Buy
114,661
+57,225
+100% +$3.99M 3.79% 7
2025
Q3 		$3.81M Sell
57,436
-50,233
-47% -$3.46M 1.78% 16
2025
Q2 		$7.62M Buy
107,669
+34,055
+46% +$2.43M 3.89% 6
2025
Q1 		$5.27M Buy
73,614
+21,470
+41% +$1.43M 2.92% 11
2024
Q4 		$3.25M Sell
52,144
-32,100
-38% -$2.1M 1.82% 17
2024
Q3 		$6.05M Buy
84,244
+46,035
+120% +$3.15M 3.23% 9
2024
Q2 		$2.43M Sell
38,209
-225
-0.6% -$13.9K 1.28% 18
2024
Q1 		$2.35M Buy
38,434
+14,650
+62% +$880K 1.33% 17
2023
Q4 		$1.4M Buy
23,784
+134
+0.6% +$7.61K 0.85% 21
2023
Q3 		$1.32M Sell
23,650
-7,260
-23% -$435K 0.9% 21
2023
Q2 		$1.86M Buy
30,910
+19,559
+172% +$1.22M 1.06% 18
2023
Q1 		$704K Sell
11,351
-23,017
-67% -$1.39M 0.43% 34
2022
Q4 		$2.19M Buy
34,368
+16,490
+92% +$996K 1.35% 15
2022
Q3 		$1M Sell
17,878
-10,200
-36% -$634K 0.67% 26
2022
Q2 		$1.77M Buy
28,078
+13,600
+94% +$862K 1.13% 21
2022
Q1 		$898K Buy
14,478
+1,300
+10% +$79.1K 0.49% 32
2021
Q4 		$780K Sell
13,178
-200
-1% -$11.1K 0.42% 28
2021
Q3 		$702K Sell
13,378
-3,110
-19% -$173K 0.42% 28
2021
Q2 		$892K Sell
16,488
-447
-3% -$24.3K 0.55% 28
2021
Q1 		$893K Buy
16,935
+2,300
+16% +$116K 0.59% 26
2020
Q4 		$803K Buy
+14,635
New +$757K 0.57% 27

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Constitution Capital's KO Position: Q3 2026 in Review

Constitution Capital increased its Coca-Cola (KO) stake by 115% in Q3 2026, buying an estimated $6.59M and bringing the position to 142,161 shares worth $12.2M. The position accounts for 5.7% of the portfolio, ranked #3.

Constitution Capital first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 1,937 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Constitution Capital held 142,161 shares of Coca-Cola worth $12.2M as of Q3 2026.
  • Constitution Capital bought 75,980 Coca-Cola shares in Q3 2026, an estimated $6.59M.
  • Coca-Cola made up 5.7% of Constitution Capital's portfolio in Q3 2026, its #3 holding.
  • Constitution Capital first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 1,937 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.