Diligent Investors’s Coca-Cola KO Stock Holding History

Diligent Investors’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	$1.76M	Buy	21,630 +8	+0%	+$632	0.39%	62
2026 Q1	$1.64M	Buy	21,622 +700	+3%	+$52.9K	0.41%	66
2025 Q4	$1.46M	Sell	20,922 -1,427	-6%	-$99.5K	0.36%	73
2025 Q3	$1.48M	Buy	22,349 +3	+0%	+$206	0.37%	69
2025 Q2	$1.58M	Sell	22,346 -619	-3%	-$44.1K	0.37%	71
2025 Q1	$1.64M	Sell	22,965 -6,981	-23%	-$466K	0.4%	60
2024 Q4	$1.86M	Sell	29,946 -95	-0.3%	-$6.2K	0.43%	53
2024 Q3	$2.16M	Sell	30,041 -96	-0.3%	-$6.57K	0.5%	39
2024 Q2	$1.92M	Buy	30,137 +4	+0%	+$248	0.48%	43
2024 Q1	$1.84M	Sell	30,133 -325	-1%	-$19.5K	0.46%	46
2023 Q4	$1.79M	Sell	30,458 -169	-0.6%	-$9.6K	0.49%	46
2023 Q3	$1.71M	Sell	30,627 -53	-0.2%	-$3.18K	0.52%	42
2023 Q2	$1.85M	Sell	30,680 -49	-0.2%	-$3.05K	0.55%	38
2023 Q1	$1.91M	Hold	30,729	–	–	0.59%	34
2022 Q4	$1.95M	Buy	30,729 +177	+0.6%	+$10.7K	0.64%	34
2022 Q3	$1.71M	Buy	30,552 +6,542	+27%	+$407K	0.61%	36
2022 Q2	$1.51M	Sell	24,010 -20	-0.1%	-$1.27K	0.52%	40
2022 Q1	$1.49M	Sell	24,030 -810	-3%	-$49.3K	0.43%	48
2021 Q4	$1.47M	Sell	24,840 -790	-3%	-$44K	0.41%	53
2021 Q3	$1.39M	Hold	25,630	–	–	0.47%	51
2021 Q2	$1.39M	Sell	25,630 -663	-3%	-$36.1K	0.47%	51
2021 Q1	$1.39M	Sell	26,293 -582	-2%	-$29.3K	0.51%	45
2020 Q4	$1.47M	Buy	26,875 +591	+2%	+$30.6K	0.59%	38
2020 Q3	$1.3M	Sell	26,284 -992	-4%	-$47.7K	0.59%	36
2020 Q2	$1.22M	Buy	27,276 +1,355	+5%	+$62.4K	0.6%	37
2020 Q1	$1.15M	Sell	25,921 -2,377	-8%	-$128K	0.69%	34
2019 Q4	$1.57M	Sell	28,298 -189	-0.7%	-$10.2K	0.71%	35
2019 Q3	$1.55M	Sell	28,487 -98	-0.3%	-$5.25K	0.76%	33
2019 Q2	$1.46M	Sell	28,585 -146	-0.5%	-$7.16K	0.72%	33
2019 Q1	$1.35M	Buy	28,731 +629	+2%	+$29.4K	0.77%	38
2018 Q4	$1.33M	Sell	28,102 -892	-3%	-$42.7K	0.87%	35
2018 Q3	$1.34M	Buy	28,994 +201	+0.7%	+$9.18K	0.74%	38
2018 Q2	$1.26M	Sell	28,793 -202	-0.7%	-$8.72K	0.77%	35
2018 Q1	$1.26M	Buy	28,995 +100	+0.3%	+$4.49K	0.76%	37
2017 Q4	$1.33M	Sell	28,895 -175	-0.6%	-$8.04K	0.84%	32
2017 Q3	$1.31M	Sell	29,070 -225	-0.8%	-$10.2K	0.96%	27
2017 Q2	$1.31M	Hold	29,295	–	–	0.93%	28
2017 Q1	$1.24M	Buy	29,295 +1,121	+4%	+$46.8K	0.95%	28
2016 Q4	$1.17M	Sell	28,174 -100	-0.4%	-$4.16K	0.93%	30
2016 Q3	$1.2M	Sell	28,274 -200	-0.7%	-$8.76K	0.97%	30
2016 Q2	$1.29M	Buy	28,474 +40	+0.1%	+$1.81K	1.23%	21
2016 Q1	$1.32M	Hold	28,434	–	–	1.44%	18
2015 Q4	$1.22M	Hold	28,434	–	–	1.38%	21
2015 Q3	$1.22M	Buy	28,434 +340	+1%	+$13.6K	1.31%	21
2015 Q2	$1.16M	Hold	28,094	–	–	1.21%	26
2015 Q1	$1.15M	Buy	28,094 +550	+2%	+$23K	1.18%	25
2014 Q4	$1.14M	Buy	+27,544	New	+$1.18M	1.16%	26

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Diligent Investors's KO Position: Q2 2026 in Review

Diligent Investors increased its Coca-Cola (KO) stake by 0.04% in Q2 2026, buying an estimated $632 and bringing the position to 21,630 shares worth $1.76M. The position accounts for 0.39% of the portfolio, ranked #62.

Diligent Investors first reported a position in KO in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.16M in Q3 2024. 1,680 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Diligent Investors held 21,630 shares of Coca-Cola worth $1.76M as of Q2 2026.
Diligent Investors bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
Coca-Cola made up 0.39% of Diligent Investors's portfolio in Q2 2026, its #62 holding.
Diligent Investors first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
Diligent Investors's Coca-Cola position peaked at $2.16M in Q3 2024.
1,680 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.