Dudley Capital Management’s Coca-Cola KO Stock Holding History

Dudley Capital Management’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	$3.2M	Sell	39,427 -72	-0.2%	-$5.69K	1.28%	20
2026 Q1	$3M	Hold	39,499	–	–	1.32%	19
2025 Q4	$2.76M	Buy	39,499 +113	+0.3%	+$7.88K	1.2%	23
2025 Q3	$2.61M	Buy	39,386 +3	+0%	+$206	1.17%	25
2025 Q2	$2.79M	Buy	39,383 +287	+0.7%	+$20.4K	1.39%	21
2025 Q1	$2.8M	Sell	39,096 -985	-2%	-$65.8K	1.47%	17
2024 Q4	$2.5M	Sell	40,081 -971	-2%	-$63.4K	1.26%	22
2024 Q3	$2.95M	Buy	41,052 +3	+0%	+$205	1.53%	14
2024 Q2	$2.61M	Hold	41,049	–	–	1.45%	17
2024 Q1	$2.49M	Buy	41,049 +2	+0%	+$120	1.45%	19
2023 Q4	$2.42M	Buy	41,047 +5	+0%	+$284	1.54%	15
2023 Q3	$2.3M	Sell	41,042 -48	-0.1%	-$2.88K	1.61%	16
2023 Q2	$2.47M	Sell	41,090 -325	-0.8%	-$20.2K	1.66%	15
2023 Q1	$2.57M	Hold	41,415	–	–	1.75%	15
2022 Q4	$2.63M	Buy	+41,415	New	+$2.5M	1.84%	12

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

Dudley Capital Management's KO Position: Q2 2026 in Review

Dudley Capital Management reduced its Coca-Cola (KO) stake by 0.18% in Q2 2026, selling an estimated $5.69K and leaving 39,427 shares worth $3.2M. The position accounts for 1.28% of the portfolio, ranked #20.

Dudley Capital Management first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Dudley Capital Management held 39,427 shares of Coca-Cola worth $3.2M as of Q2 2026.
Dudley Capital Management sold 72 Coca-Cola shares in Q2 2026, an estimated $5.69K.
Coca-Cola made up 1.28% of Dudley Capital Management's portfolio in Q2 2026, its #20 holding.
Dudley Capital Management first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.