Courier Capital’s Coca-Cola KO Stock Holding History

Courier 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	$1.48M	Sell	18,266 -857	-4%	-$67.7K	0.07%	196
2026 Q1	$1.45M	Sell	19,123 -439	-2%	-$33.2K	0.08%	192
2025 Q4	$1.37M	Sell	19,562 -784	-4%	-$54.7K	0.08%	194
2025 Q3	$1.35M	Sell	20,346 -787	-4%	-$54.2K	0.08%	195
2025 Q2	$1.5M	Sell	21,133 -696	-3%	-$49.6K	0.09%	185
2025 Q1	$1.56M	Sell	21,829 -236	-1%	-$15.8K	0.1%	166
2024 Q4	$1.37M	Sell	22,065 -461	-2%	-$30.1K	0.09%	173
2024 Q3	$1.62M	Buy	22,526 +96	+0.4%	+$6.57K	0.11%	156
2024 Q2	$1.43M	Sell	22,430 -699	-3%	-$43.3K	0.11%	143
2024 Q1	$1.42M	Sell	23,129 -2,134	-8%	-$128K	0.1%	164
2023 Q4	$1.49M	Buy	25,263 +269	+1%	+$15.3K	0.11%	155
2023 Q3	$1.4M	Buy	24,994 +43	+0.2%	+$2.58K	0.12%	151
2023 Q2	$1.5M	Sell	24,951 -179	-0.7%	-$11.1K	0.12%	147
2023 Q1	$1.56M	Sell	25,130 -1,450	-5%	-$87.8K	0.17%	99
2022 Q4	$1.69M	Buy	26,580 +17	+0.1%	+$1.03K	0.19%	96
2022 Q3	$1.49M	Buy	26,563 +531	+2%	+$33K	0.18%	103
2022 Q2	$1.64M	Buy	26,032 +8	+0%	+$507	0.19%	102
2022 Q1	$1.61M	Hold	26,024	–	–	0.16%	106
2021 Q4	$1.54M	Sell	26,024 -1,283	-5%	-$71.4K	0.14%	108
2021 Q3	$1.43M	Buy	27,307 +1,534	+6%	+$85.5K	0.14%	113
2021 Q2	$1.4M	Sell	25,773 -1,856	-7%	-$101K	0.13%	114
2021 Q1	$1.46M	Sell	27,629 -3,287	-11%	-$165K	0.15%	110
2020 Q4	$1.7M	Buy	30,916 +2,006	+7%	+$104K	0.18%	99
2020 Q3	$1.43M	Sell	28,910 -1,677	-5%	-$80.7K	0.17%	99
2020 Q2	$1.37M	Buy	30,587 +419	+1%	+$19.3K	0.18%	98
2020 Q1	$1.37M	Sell	30,168 -23,991	-44%	-$1.3M	0.2%	90
2019 Q4	$3M	Sell	54,159 -1,594	-3%	-$85.7K	0.35%	66
2019 Q3	$3M	Sell	55,753 -1,295	-2%	-$69.3K	0.39%	62
2019 Q2	$2.9M	Sell	57,048 -1,664	-3%	-$81.6K	0.37%	59
2019 Q1	$2.75M	Hold	58,712	–	–	0.36%	66
2018 Q4	$2.78M	Sell	58,712 -3,925	-6%	-$188K	0.41%	62
2018 Q3	$2.89M	Buy	62,637 +532	+0.9%	+$24.3K	0.35%	72
2018 Q2	$2.72M	Buy	62,105 +2	+0%	+$86	0.35%	70
2018 Q1	$2.7M	Sell	62,103 -192	-0.3%	-$8.62K	0.36%	73
2017 Q4	$2.86M	Buy	62,295 +1,503	+2%	+$69.1K	0.37%	68
2017 Q3	$2.74M	Buy	60,792 +28,895	+91%	+$1.31M	0.38%	64
2017 Q2	$1.43M	Buy	31,897 +111	+0.3%	+$4.9K	0.25%	80
2017 Q1	$1.35M	Buy	31,786 +1,037	+3%	+$43.3K	0.24%	84
2016 Q4	$1.27M	Sell	30,749 -1,672	-5%	-$69.6K	0.24%	83
2016 Q3	$1.37M	Sell	32,421 -909	-3%	-$39.8K	0.27%	77
2016 Q2	$1.51M	Sell	33,330 -1,944	-6%	-$87.8K	0.3%	72
2016 Q1	$1.64M	Sell	35,274 -178	-0.5%	-$7.75K	0.34%	67
2015 Q4	$1.52M	Sell	35,452 -2,004	-5%	-$85K	0.33%	71
2015 Q3	$1.5M	Sell	37,456 -600	-2%	-$24K	0.33%	71
2015 Q2	$1.49M	Sell	38,056 -4,521	-11%	-$184K	0.3%	75
2015 Q1	$1.73M	Sell	42,577 -350	-0.8%	-$14.6K	0.34%	68
2014 Q4	$1.81M	Sell	42,927 -2,892	-6%	-$124K	0.36%	66
2014 Q3	$1.96M	Sell	45,819 -306	-0.7%	-$12.7K	0.4%	63
2014 Q2	$1.95M	Buy	46,125 +315	+0.7%	+$12.8K	0.39%	64
2014 Q1	$1.77M	Sell	45,810 -2,205	-5%	-$85.2K	0.37%	70
2013 Q4	$1.98M	Buy	48,015 +2,104	+5%	+$83K	0.42%	57
2013 Q3	$1.74M	Buy	45,911 +3,281	+8%	+$130K	0.4%	61
2013 Q2	$1.71M	Buy	+42,630	New	+$1.76M	0.43%	57

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

Courier Capital's KO Position: Q2 2026 in Review

Courier Capital reduced its Coca-Cola (KO) stake by 4.5% in Q2 2026, selling an estimated $67.7K and leaving 18,266 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #196.

Courier Capital first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3M in Q3 2019. 1,704 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Courier Capital held 18,266 shares of Coca-Cola worth $1.48M as of Q2 2026.
Courier Capital sold 857 Coca-Cola shares in Q2 2026, an estimated $67.7K.
Coca-Cola made up 0.07% of Courier Capital's portfolio in Q2 2026, its #196 holding.
Courier Capital first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Courier Capital's Coca-Cola position peaked at $3M in Q3 2019.
1,704 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.