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Eagle Strategies’s Coca-Cola KO Stock Holding History

Eagle Strategies’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 		$975K Sell
11,993
-371
-3% -$29.3K 0.1% 147
2026
Q1 		$940K Sell
12,364
-135
-1% -$10.2K 0.11% 134
2025
Q4 		$874K Buy
12,499
+298
+2% +$20.8K 0.11% 127
2025
Q3 		$809K Buy
12,201
+680
+6% +$46.8K 0.11% 129
2025
Q2 		$815K Buy
11,521
+78
+0.7% +$5.56K 0.12% 116
2025
Q1 		$820K Sell
11,443
-1,952
-15% -$130K 0.14% 114
2024
Q4 		$834K Buy
13,395
+230
+2% +$15K 0.14% 110
2024
Q3 		$946K Buy
13,165
+95
+0.7% +$6.5K 0.17% 97
2024
Q2 		$832K Buy
13,070
+7,434
+132% +$460K 0.16% 103
2024
Q1 		$345K Sell
5,636
-7,404
-57% -$445K 0.08% 200
2023
Q4 		$768K Buy
13,040
+306
+2% +$17.4K 0.16% 98
2023
Q3 		$713K Buy
12,734
+92
+0.7% +$5.52K 0.18% 98
2023
Q2 		$761K Buy
12,642
+137
+1% +$8.52K 0.19% 96
2023
Q1 		$776K Sell
12,505
-37
-0.3% -$2.24K 0.19% 92
2022
Q4 		$798K Buy
+12,542
New +$757K 0.24% 84
2022
Q2 		– Sell
-12,501
Closed -$775K – 147
2022
Q1 		$775K Buy
12,501
+195
+2% +$11.9K 0.3% 63
2021
Q4 		$729K Buy
+12,306
New +$685K 0.28% 70

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

Eagle Strategies's KO Position: Q2 2026 in Review

Eagle Strategies reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $29.3K and leaving 11,993 shares worth $975K. The position accounts for 0.1% of the portfolio, ranked #147.

Eagle Strategies first reported a position in KO in Q4 2021 and has held it in 17 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Eagle Strategies held 11,993 shares of Coca-Cola worth $975K as of Q2 2026.
  • Eagle Strategies sold 371 Coca-Cola shares in Q2 2026, an estimated $29.3K.
  • Coca-Cola made up 0.1% of Eagle Strategies's portfolio in Q2 2026, its #147 holding.
  • Eagle Strategies first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.