Cutler Investment Counsel’s Coca-Cola KO Stock Holding History

Cutler Investment Counsel’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	$287K	Buy	3,509 +288	+9%	+$22.7K	0.03%	137
2026 Q1	$247K	Buy	3,221 +44	+1%	+$3.33K	0.03%	136
2025 Q4	$222K	Buy	3,177 +5	+0.2%	+$349	0.02%	139
2025 Q3	$212K	Buy	3,172 +81	+3%	+$5.58K	0.02%	140
2025 Q2	$220K	Sell	3,091 -5	-0.2%	-$356	0.02%	134
2025 Q1	$223K	Buy	+3,096	New	+$207K	0.03%	128
2024 Q4	–	Sell	-3,301	Closed	-$239K	–	132
2024 Q3	$239K	Sell	3,301 -71	-2%	-$4.86K	0.03%	120
2024 Q2	$215K	Sell	3,372 -63	-2%	-$3.9K	0.03%	122
2024 Q1	$212K	Buy	+3,435	New	+$206K	0.03%	124

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

Cutler Investment Counsel's KO Position: Q2 2026 in Review

Cutler Investment Counsel increased its Coca-Cola (KO) stake by 8.9% in Q2 2026, buying an estimated $22.7K and bringing the position to 3,509 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #137.

Cutler Investment Counsel first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cutler Investment Counsel held 3,509 shares of Coca-Cola worth $287K as of Q2 2026.
Cutler Investment Counsel bought 288 Coca-Cola shares in Q2 2026, an estimated $22.7K.
Coca-Cola made up 0.03% of Cutler Investment Counsel's portfolio in Q2 2026, its #137 holding.
Cutler Investment Counsel first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.