CANC
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Culbertson A N & Co’s Coca-Cola KO Stock Holding History

Culbertson A N & Co’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 		$1.65M Sell
20,336
-80
-0.4% -$6.32K 0.19% 84
2026
Q1 		$1.55M Buy
20,416
+1,214
+6% +$91.8K 0.2% 82
2025
Q4 		$1.34M Buy
19,202
+6
+0% +$418 0.18% 86
2025
Q3 		$1.27M Buy
19,196
+1,750
+10% +$120K 0.18% 86
2025
Q2 		$1.23M Hold
17,446
– – 0.19% 87
2025
Q1 		$1.25M Buy
17,446
+337
+2% +$22.5K 0.2% 85
2024
Q4 		$1.07M Buy
17,109
+100
+0.6% +$6.53K 0.17% 90
2024
Q3 		$1.22M Sell
17,009
-190
-1% -$13K 0.2% 87
2024
Q2 		$1.09M Buy
17,199
+1,090
+7% +$67.5K 0.19% 85
2024
Q1 		$986K Buy
16,109
+1,845
+13% +$111K 0.17% 87
2023
Q4 		$841K Buy
14,264
+380
+3% +$21.6K 0.16% 88
2023
Q3 		$777K Buy
13,884
+100
+0.7% +$6K 0.16% 88
2023
Q2 		$830K Buy
13,784
+415
+3% +$25.8K 0.16% 89
2023
Q1 		$829K Buy
13,369
+30
+0.2% +$1.82K 0.17% 88
2022
Q4 		$848K Buy
13,339
+870
+7% +$52.5K 0.18% 89
2022
Q3 		$698K Buy
12,469
+2,130
+21% +$132K 0.16% 90
2022
Q2 		$650K Sell
10,339
-230
-2% -$14.6K 0.14% 92
2022
Q1 		$655K Sell
10,569
-80
-0.8% -$4.87K 0.12% 95
2021
Q4 		$630K Buy
10,649
+6,146
+136% +$342K 0.12% 96
2021
Q3 		$236K Buy
4,503
+300
+7% +$16.7K 0.05% 108
2021
Q2 		$227K Buy
4,203
+214
+5% +$11.6K 0.05% 111
2021
Q1 		$210K Sell
3,989
-954
-19% -$48K 0.05% 110
2020
Q4 		$271K Sell
4,943
-200
-4% -$10.3K 0.06% 100
2020
Q3 		$254K Sell
5,143
-1,130
-18% -$54.3K 0.07% 101
2020
Q2 		$280K Hold
6,273
– – 0.08% 100
2020
Q1 		$278K Sell
6,273
-200
-3% -$10.8K 0.09% 99
2019
Q4 		$358K Hold
6,473
– – 0.09% 97
2019
Q3 		$352K Sell
6,473
-311
-5% -$16.7K 0.1% 98
2019
Q2 		$345K Hold
6,784
– – 0.1% 99
2019
Q1 		$318K Buy
6,784
+29
+0.4% +$1.36K 0.09% 101
2018
Q4 		$320K Sell
6,755
-757
-10% -$36.2K 0.1% 100
2018
Q3 		$347K Buy
7,512
+1,770
+31% +$80.9K 0.09% 101
2018
Q2 		$252K Sell
5,742
-764
-12% -$33K 0.07% 104
2018
Q1 		$283K Sell
6,506
-421
-6% -$18.9K 0.08% 97
2017
Q4 		$318K Buy
6,927
+782
+13% +$35.9K 0.09% 92
2017
Q3 		$277K Hold
6,145
– – 0.08% 91
2017
Q2 		$276K Buy
6,145
+855
+16% +$37.8K 0.09% 87
2017
Q1 		$225K Buy
5,290
+201
+4% +$8.38K 0.07% 89
2016
Q4 		$211K Buy
5,089
+314
+7% +$13.1K 0.07% 89
2016
Q3 		$202K Buy
+4,775
New +$209K 0.07% 86
2015
Q1 		– Sell
-5,909
Closed -$249K – 87
2014
Q4 		$249K Hold
5,909
– – 0.1% 80
2014
Q3 		$252K Sell
5,909
-1,157
-16% -$47.8K 0.11% 79
2014
Q2 		$299K Buy
7,066
+1,548
+28% +$62.8K 0.13% 79
2014
Q1 		$213K Sell
5,518
-160
-3% -$6.18K 0.1% 77
2013
Q4 		$235K Buy
5,678
+160
+3% +$6.31K 0.11% 76
2013
Q3 		$209K Hold
5,518
– – 0.11% 75
2013
Q2 		$221K Buy
+5,518
New +$228K 0.12% 73

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

Culbertson A N & Co's KO Position: Q2 2026 in Review

Culbertson A N & Co reduced its Coca-Cola (KO) stake by 0.39% in Q2 2026, selling an estimated $6.32K and leaving 20,336 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #84.

Culbertson A N & Co first reported a position in KO in Q2 2013 and has held it in 47 quarters since. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Culbertson A N & Co held 20,336 shares of Coca-Cola worth $1.65M as of Q2 2026.
  • Culbertson A N & Co sold 80 Coca-Cola shares in Q2 2026, an estimated $6.32K.
  • Coca-Cola made up 0.19% of Culbertson A N & Co's portfolio in Q2 2026, its #84 holding.
  • Culbertson A N & Co first reported a position in Coca-Cola in Q2 2013 and has held it in 47 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.