EPM
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Elm Partners Management’s Coca-Cola KO Stock Holding History

Elm Partners 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 		$306K Buy
3,765
+828
+28% +$65.4K 0.01% 132
2026
Q1 		$224K Buy
+2,937
New +$222K 0.01% 149

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

Elm Partners Management's KO Position: Q2 2026 in Review

Elm Partners Management increased its Coca-Cola (KO) stake by 28% in Q2 2026, buying an estimated $65.4K and bringing the position to 3,765 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #132.

Elm Partners Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Elm Partners Management held 3,765 shares of Coca-Cola worth $306K as of Q2 2026.
  • Elm Partners Management bought 828 Coca-Cola shares in Q2 2026, an estimated $65.4K.
  • Coca-Cola made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #132 holding.
  • Elm Partners Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.