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Emerald Advisors’s Coca-Cola KO Stock Holding History

Emerald Advisors’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 		$2.16M Buy
26,545
+913
+4% +$72.1K 0.27% 26
2026
Q1 		$1.95M Buy
25,632
+2,048
+9% +$155K 0.24% 22
2025
Q4 		$1.65M Buy
23,584
+2,468
+12% +$172K 0.22% 29
2025
Q3 		$1.4M Buy
21,116
+1,392
+7% +$95.8K 0.19% 31
2025
Q2 		$1.4M Buy
19,724
+959
+5% +$68.3K 0.18% 28
2025
Q1 		$1.34M Buy
18,765
+945
+5% +$63.1K 0.18% 24
2024
Q4 		$1.11M Buy
17,820
+822
+5% +$53.7K 0.15% 30
2024
Q3 		$1.2M Buy
16,998
+322
+2% +$22.1K 0.17% 27
2024
Q2 		$1.06M Buy
16,676
+454
+3% +$28.1K 0.16% 26
2024
Q1 		$992K Buy
16,222
+567
+4% +$34.1K 0.18% 30
2023
Q4 		$923K Buy
15,655
+605
+4% +$34.4K 0.18% 29
2023
Q3 		$842K Buy
15,050
+884
+6% +$53K 0.2% 28
2023
Q2 		$853K Buy
14,166
+806
+6% +$50.1K 0.2% 28
2023
Q1 		$829K Sell
13,360
-152
-1% -$9.2K 0.21% 25
2022
Q4 		$859K Sell
13,512
-10
-0.1% -$604 0.24% 24
2022
Q3 		$758K Buy
13,522
+478
+4% +$29.7K 0.22% 26
2022
Q2 		$821K Buy
13,044
+42
+0.3% +$2.66K 0.23% 29
2022
Q1 		$806K Buy
13,002
+542
+4% +$33K 0.19% 29
2021
Q4 		$738K Buy
12,460
+6,409
+106% +$357K 0.18% 33
2021
Q3 		$317K Buy
6,051
+223
+4% +$12.4K 0.09% 76
2021
Q2 		$315K Buy
5,828
+261
+5% +$14.2K 0.1% 75
2021
Q1 		$293K Sell
5,567
-282
-5% -$14.2K 0.11% 65
2020
Q4 		$321K Sell
5,849
-3,297
-36% -$170K 0.11% 60
2020
Q3 		$452K Buy
9,146
+268
+3% +$12.9K 0.17% 43
2020
Q2 		$397K Buy
8,878
+149
+2% +$6.86K 0.18% 47
2020
Q1 		$402K Sell
8,729
-1,554
-15% -$83.9K 0.18% 43
2019
Q4 		$591K Buy
+10,283
New +$553K 0.56% 25

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

Emerald Advisors's KO Position: Q2 2026 in Review

Emerald Advisors increased its Coca-Cola (KO) stake by 3.6% in Q2 2026, buying an estimated $72.1K and bringing the position to 26,545 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #26.

Emerald Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Emerald Advisors held 26,545 shares of Coca-Cola worth $2.16M as of Q2 2026.
  • Emerald Advisors bought 913 Coca-Cola shares in Q2 2026, an estimated $72.1K.
  • Coca-Cola made up 0.27% of Emerald Advisors's portfolio in Q2 2026, its #26 holding.
  • Emerald Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.