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Crumly & Associates’s Coca-Cola KO Stock Holding History

Crumly & Associates’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 		– Sell
-3,404
Closed -$259K – 207
2026
Q1 		$259K Buy
3,404
+151
+5% +$11.4K 0.05% 176
2025
Q4 		$227K Sell
3,253
-648
-17% -$45.2K 0.05% 182
2025
Q3 		$259K Buy
+3,901
New +$268K 0.06% 163
2025
Q2 		– Sell
-5,627
Closed -$403K – 176
2025
Q1 		$403K Buy
5,627
+72
+1% +$4.81K 0.11% 108
2024
Q4 		$346K Sell
5,555
-329
-6% -$21.5K 0.09% 112
2024
Q3 		$423K Sell
5,884
-2,445
-29% -$167K 0.12% 108
2024
Q2 		$530K Buy
8,329
+579
+7% +$35.8K 0.15% 92
2024
Q1 		$474K Buy
7,750
+451
+6% +$27.1K 0.12% 107
2023
Q4 		$430K Buy
7,299
+5
+0.1% +$284 0.13% 104
2023
Q3 		$408K Buy
7,294
+596
+9% +$35.7K 0.16% 80
2023
Q2 		$403K Buy
6,698
+1,292
+24% +$80.4K 0.16% 87
2023
Q1 		$335K Buy
5,406
+255
+5% +$15.4K 0.15% 88
2022
Q4 		$328K Buy
+5,151
New +$311K 0.12% 77

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Crumly & Associates's KO Position: Q2 2026 in Review

Crumly & Associates sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,404 shares — an estimated $259K sold.

Crumly & Associates first reported a position in KO in Q4 2022 and held it in 13 quarters. The position peaked at $530K in Q2 2024. 1,593 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crumly & Associates reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 3,404 Coca-Cola shares in Q2 2026, an estimated $259K.
  • Crumly & Associates first reported a position in Coca-Cola in Q4 2022 and held it in 13 quarters.
  • Crumly & Associates's Coca-Cola position peaked at $530K in Q2 2024.
  • 1,593 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.