Cross Staff Investments’s Coca-Cola KO Stock Holding History

Cross Staff 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	$784K	Buy	9,650 +116	+1%	+$9.16K	0.44%	57
2026 Q1	$725K	Hold	9,534	–	–	0.37%	56
2025 Q4	$667K	Sell	9,534 -115	-1%	-$8.02K	0.37%	64
2025 Q3	$640K	Hold	9,649	–	–	0.45%	66
2025 Q2	$683K	Hold	9,649	–	–	0.51%	59
2025 Q1	$691K	Hold	9,649	–	–	0.52%	52
2024 Q4	$601K	Hold	9,649	–	–	0.42%	59
2024 Q3	$693K	Hold	9,649	–	–	0.54%	54
2024 Q2	$614K	Hold	9,649	–	–	0.51%	55
2024 Q1	$590K	Sell	9,649 -650	-6%	-$39K	0.5%	57
2023 Q4	$607K	Buy	10,299 +584	+6%	+$33.2K	0.54%	55
2023 Q3	$544K	Hold	9,715	–	–	0.53%	56
2023 Q2	$585K	Hold	9,715	–	–	0.54%	57
2023 Q1	$603K	Hold	9,715	–	–	0.6%	53
2022 Q4	$618K	Hold	9,715	–	–	0.65%	49
2022 Q3	$544K	Hold	9,715	–	–	0.61%	46
2022 Q2	$611K	Hold	9,715	–	–	0.67%	46
2022 Q1	$602K	Hold	9,715	–	–	0.56%	51
2021 Q4	$575K	Buy	+9,715	New	+$541K	0.51%	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

Cross Staff Investments's KO Position: Q2 2026 in Review

Cross Staff Investments increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $9.16K and bringing the position to 9,650 shares worth $784K. The position accounts for 0.44% of the portfolio, ranked #57.

Cross Staff Investments first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cross Staff Investments held 9,650 shares of Coca-Cola worth $784K as of Q2 2026.
Cross Staff Investments bought 116 Coca-Cola shares in Q2 2026, an estimated $9.16K.
Coca-Cola made up 0.44% of Cross Staff Investments's portfolio in Q2 2026, its #57 holding.
Cross Staff Investments first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.