Empirical Asset Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$460K Sell
5,665
-843
-13% -$66.6K 0.1% 250
2026
Q1
$495K Sell
6,508
-18,603
-74% -$1.41M 0.13% 216
2025
Q4
$539K Buy
25,111
+1,962
+8% +$137K 0.15% 189
2025
Q3
$382K Buy
23,149
+15,232
+192% +$1.05M 0.11% 262
2025
Q2
$560K Buy
7,917
+212
+3% +$15.1K 0.17% 190
2025
Q1
$552K Sell
7,705
-108,190
-93% -$7.23M 0.19% 164
2024
Q4
$417K Buy
115,895
+103,018
+800% +$6.72M 0.14% 185
2024
Q3
$374K Buy
12,877
+192
+2% +$13.1K 0.13% 198
2024
Q2
$320K Buy
+12,685
New +$785K 0.12% 237

Other funds holding KO

Empirical Asset Management's KO Position: Q2 2026 in Review

Empirical Asset Management reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $66.6K and leaving 5,665 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #250.

Empirical Asset Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q2 2025. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Empirical Asset Management held 5,665 shares of Coca-Cola worth $460K as of Q2 2026.
  • Empirical Asset Management sold 843 Coca-Cola shares in Q2 2026, an estimated $66.6K.
  • Coca-Cola made up 0.1% of Empirical Asset Management's portfolio in Q2 2026, its #250 holding.
  • Empirical Asset Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • Empirical Asset Management's Coca-Cola position peaked at $560K in Q2 2025.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.