Ervin Investment Management’s Coca-Cola KO Stock Holding History

Ervin Investment 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	$251K	Hold	3,087	–	–	0.14%	44
2026 Q1	$235K	Hold	3,087	–	–	0.14%	42
2025 Q4	$216K	Hold	3,087	–	–	0.12%	41
2025 Q3	$205K	Hold	3,087	–	–	0.12%	41
2025 Q2	$218K	Buy	+3,087	New	+$220K	0.14%	40
2024 Q4	–	Sell	-3,087	Closed	-$222K	–	38
2024 Q3	$222K	Buy	+3,087	New	+$211K	0.14%	37
2023 Q2	–	Sell	-3,237	Closed	-$200K	–	37
2023 Q1	$200K	Sell	3,237 -150	-4%	-$9.08K	0.17%	35
2022 Q4	$215K	Buy	+3,387	New	+$204K	0.2%	34
2022 Q3	–	Sell	-3,387	Closed	-$212K	–	34
2022 Q2	$212K	Hold	3,387	–	–	0.2%	33
2022 Q1	$211K	Hold	3,387	–	–	0.16%	34
2021 Q4	$201K	Buy	+3,387	New	+$189K	0.16%	31

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Ervin Investment Management's KO Position: Q2 2026 in Review

Ervin Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 3,087 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #44.

Ervin Investment Management first reported a position in KO in Q4 2021 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ervin Investment Management held 3,087 shares of Coca-Cola worth $251K as of Q2 2026.
Ervin Investment Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.14% of Ervin Investment Management's portfolio in Q2 2026, its #44 holding.
Ervin Investment Management first reported a position in Coca-Cola in Q4 2021 and has held it in 11 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.