Creative Capital Management Investments’s Coca-Cola KO Stock Holding History

Creative Capital Management Investments’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	$159K	Buy	+1,957	New	+$155K	0.04%	103
2023 Q4	–	Sell	-320	Closed	-$17.9K	–	222
2023 Q3	$17.9K	Hold	320	–	–	0.01%	126
2023 Q2	$19.3K	Hold	320	–	–	0.01%	120
2023 Q1	$19.9K	Buy	+320	New	+$19.4K	0.01%	128

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Creative Capital Management Investments's KO Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Coca-Cola (KO) in Q2 2026: 1,957 shares worth $159K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in KO as recently as Q3 2023.

Creative Capital Management Investments first reported a position in KO in Q1 2023 and has held it in 4 quarters since. 1,426 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Creative Capital Management Investments held 1,957 shares of Coca-Cola worth $159K as of Q2 2026.
Coca-Cola was a new Creative Capital Management Investments position in Q2 2026.
Coca-Cola made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #103 holding.
Creative Capital Management Investments first reported a position in Coca-Cola in Q1 2023 and has held it in 4 quarters since.
1,426 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.