Cornerstone Management’s Coca-Cola KO Stock Holding History

Cornerstone 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	$982K	Sell	12,085 -94	-0.8%	-$7.42K	0.14%	33
2026 Q1	$926K	Hold	12,179	–	–	0.15%	32
2025 Q4	$851K	Sell	12,179 -314	-3%	-$21.9K	0.14%	33
2025 Q3	$829K	Buy	12,493 +1	+0%	+$69	0.14%	35
2025 Q2	$884K	Buy	12,492 +1	+0%	+$71	0.15%	32
2025 Q1	$895K	Buy	12,491 +91	+0.7%	+$6.08K	0.17%	32
2024 Q4	$772K	Sell	12,400 -1	-0%	-$65	0.15%	31
2024 Q3	$891K	Hold	12,401	–	–	0.19%	30
2024 Q2	$789K	Hold	12,401	–	–	0.17%	30
2024 Q1	$759K	Hold	12,401	–	–	0.17%	31
2023 Q4	$731K	Hold	12,401	–	–	0.19%	31
2023 Q3	$694K	Hold	12,401	–	–	0.19%	31
2023 Q2	$747K	Hold	12,401	–	–	0.19%	30
2023 Q1	$769K	Hold	12,401	–	–	0.2%	29
2022 Q4	$789K	Hold	12,401	–	–	0.22%	28
2022 Q3	$695K	Hold	12,401	–	–	0.19%	31
2022 Q2	$780K	Hold	12,401	–	–	0.2%	31
2022 Q1	$769K	Sell	12,401 -3,402	-22%	-$207K	0.19%	30
2021 Q4	$936K	Sell	15,803 -4	-0%	-$223	0.26%	27
2021 Q3	$829K	Hold	15,807	–	–	0.22%	30
2021 Q2	$855K	Hold	15,807	–	–	0.23%	28
2021 Q1	$833K	Buy	15,807 +198	+1%	+$9.97K	0.24%	30
2020 Q4	$856K	Sell	15,609 -1,000	-6%	-$51.7K	0.27%	26
2020 Q3	$820K	Buy	16,609 +1,000	+6%	+$48.1K	0.27%	29
2020 Q2	$697K	Hold	15,609	–	–	0.25%	29
2020 Q1	$691K	Hold	15,609	–	–	0.32%	26
2019 Q4	$864K	Hold	15,609	–	–	0.37%	25
2019 Q3	$850K	Sell	15,609 -8,349	-35%	-$447K	0.39%	23
2019 Q2	$1.22M	Sell	23,958 -192	-0.8%	-$9.41K	0.56%	22
2019 Q1	$1.13M	Buy	24,150 +1,360	+6%	+$63.6K	0.55%	21
2018 Q4	$1.08M	Hold	22,790	–	–	0.65%	21
2018 Q3	$1.05M	Hold	22,790	–	–	0.57%	23
2018 Q2	$1,000K	Hold	22,790	–	–	0.57%	24
2018 Q1	$990K	Sell	22,790 -4,365	-16%	-$196K	0.56%	24
2017 Q4	$1.25M	Sell	27,155 -2,451	-8%	-$113K	0.63%	20
2017 Q3	$1.33M	Sell	29,606 -1,800	-6%	-$81.9K	0.69%	16
2017 Q2	$1.41M	Hold	31,406	–	–	0.75%	16
2017 Q1	$1.33M	Sell	31,406 -24	-0.1%	-$1K	0.68%	15
2016 Q4	$1.3M	Buy	31,430 +89	+0.3%	+$3.7K	0.75%	15
2016 Q3	$1.33M	Sell	31,341 -4,918	-14%	-$216K	0.77%	14
2016 Q2	$1.64M	Buy	36,259 +79	+0.2%	+$3.57K	0.99%	12
2016 Q1	$1.68M	Sell	36,180 -29,112	-45%	-$1.27M	1.05%	11
2015 Q4	$2.8M	Buy	65,292 +10,077	+18%	+$428K	1.85%	10
2015 Q3	$2.22M	Sell	55,215 -51,770	-48%	-$2.07M	1.68%	10
2015 Q2	$4.2M	Buy	106,985 +82	+0.1%	+$3.33K	3%	9
2015 Q1	$4.33M	Sell	106,903 -2,932	-3%	-$123K	3.28%	9
2014 Q4	$4.64M	Buy	+109,835	New	+$4.69M	3.61%	7

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

Cornerstone Management's KO Position: Q2 2026 in Review

Cornerstone Management reduced its Coca-Cola (KO) stake by 0.77% in Q2 2026, selling an estimated $7.42K and leaving 12,085 shares worth $982K. The position accounts for 0.14% of the portfolio, ranked #33.

Cornerstone Management first reported a position in KO in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.64M in Q4 2014. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cornerstone Management held 12,085 shares of Coca-Cola worth $982K as of Q2 2026.
Cornerstone Management sold 94 Coca-Cola shares in Q2 2026, an estimated $7.42K.
Coca-Cola made up 0.14% of Cornerstone Management's portfolio in Q2 2026, its #33 holding.
Cornerstone Management first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
Cornerstone Management's Coca-Cola position peaked at $4.64M in Q4 2014.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.