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Crescent Sterling’s Coca-Cola KO Stock Holding History

Crescent Sterling’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 		$485K Buy
5,973
+203
+4% +$16K 0.43% 56
2026
Q1 		$439K Sell
5,770
-275
-5% -$20.8K 0.42% 53
2025
Q4 		$423K Sell
6,045
-241
-4% -$16.8K 0.43% 56
2025
Q3 		$417K Sell
6,286
-73
-1% -$5.02K 0.44% 55
2025
Q2 		$450K Sell
6,359
-2,484
-28% -$177K 0.5% 50
2025
Q1 		$633K Sell
8,843
-144
-2% -$9.62K 0.65% 44
2024
Q4 		$560K Sell
8,987
-11
-0.1% -$718 0.57% 49
2024
Q3 		$647K Buy
8,998
+2
+0% +$137 0.62% 48
2024
Q2 		$573K Sell
8,996
-391
-4% -$24.2K 0.55% 50
2024
Q1 		$574K Sell
9,387
-291
-3% -$17.5K 0.52% 49
2023
Q4 		$570K Sell
9,678
-286
-3% -$16.2K 0.57% 43
2023
Q3 		$558K Sell
9,964
-1,225
-11% -$73.5K 0.59% 44
2023
Q2 		$674K Sell
11,189
-483
-4% -$30K 0.64% 41
2023
Q1 		$724K Buy
11,672
+1,044
+10% +$63.2K 0.7% 42
2022
Q4 		$676K Buy
+10,628
New +$642K 0.73% 41

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Crescent Sterling's KO Position: Q2 2026 in Review

Crescent Sterling increased its Coca-Cola (KO) stake by 3.5% in Q2 2026, buying an estimated $16K and bringing the position to 5,973 shares worth $485K. The position accounts for 0.43% of the portfolio, ranked #56.

Crescent Sterling first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q1 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crescent Sterling held 5,973 shares of Coca-Cola worth $485K as of Q2 2026.
  • Crescent Sterling bought 203 Coca-Cola shares in Q2 2026, an estimated $16K.
  • Coca-Cola made up 0.43% of Crescent Sterling's portfolio in Q2 2026, its #56 holding.
  • Crescent Sterling first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Crescent Sterling's Coca-Cola position peaked at $724K in Q1 2023.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.