ELI
KO icon

Empire Life Investments’s Coca-Cola KO Stock Holding History

Empire Life Investments’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 		$23.8M Sell
293,110
-11,254
-4% -$889K 1.33% 23
2026
Q1 		$23.2M Buy
304,364
+24,917
+9% +$1.88M 1.41% 23
2025
Q4 		$19.5M Buy
279,447
+102,210
+58% +$7.13M 1.1% 30
2025
Q3 		$11.8M Buy
177,237
+92,250
+109% +$6.35M 0.69% 51
2025
Q2 		$6.01M Buy
84,987
+13,859
+19% +$987K 0.38% 67
2025
Q1 		$5.09M Buy
71,128
+27,669
+64% +$1.85M 0.33% 72
2024
Q4 		$2.71M Buy
+43,459
New +$2.84M 0.17% 80

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

Empire Life Investments's KO Position: Q2 2026 in Review

Empire Life Investments reduced its Coca-Cola (KO) stake by 3.7% in Q2 2026, selling an estimated $889K and leaving 293,110 shares worth $23.8M. The position accounts for 1.33% of the portfolio, ranked #23.

Empire Life Investments first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Empire Life Investments held 293,110 shares of Coca-Cola worth $23.8M as of Q2 2026.
  • Empire Life Investments sold 11,254 Coca-Cola shares in Q2 2026, an estimated $889K.
  • Coca-Cola made up 1.33% of Empire Life Investments's portfolio in Q2 2026, its #23 holding.
  • Empire Life Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.