EI
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Ethic Inc’s Coca-Cola KO Stock Holding History

Ethic Inc’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 		$10.7M Buy
132,230
+17,217
+15% +$1.36M 0.13% 141
2026
Q1 		$8.75M Buy
115,013
+21,767
+23% +$1.65M 0.14% 153
2025
Q4 		$6.52M Buy
93,246
+16,968
+22% +$1.18M 0.1% 201
2025
Q3 		$5.06M Buy
76,278
+8,820
+13% +$607K 0.08% 239
2025
Q2 		$4.74M Buy
67,458
+5,586
+9% +$398K 0.09% 247
2025
Q1 		$4.45M Buy
61,872
+6,853
+12% +$458K 0.09% 232
2024
Q4 		$3.43M Buy
55,019
+21,600
+65% +$1.41M 0.07% 292
2024
Q3 		$2.04M Sell
33,419
-9,158
-22% -$627K 0.05% 391
2024
Q2 		$2.71M Buy
42,577
+9,158
+27% +$567K 0.06% 307
2024
Q1 		$2.04M Buy
33,419
+3,331
+11% +$200K 0.05% 391
2023
Q4 		$1.77M Buy
30,088
+3,956
+15% +$225K 0.05% 383
2023
Q3 		$1.46M Sell
26,132
-4,300
-14% -$258K 0.05% 376
2023
Q2 		$1.83M Buy
30,432
+3,148
+12% +$196K 0.07% 325
2023
Q1 		$1.69M Sell
27,284
-497
-2% -$30.1K 0.07% 323
2022
Q4 		$1.77M Sell
27,781
-238
-0.8% -$14.4K 0.1% 265
2022
Q3 		$1.57M Buy
28,019
+2,951
+12% +$183K 0.11% 238
2022
Q2 		$1.58M Buy
25,068
+3,117
+14% +$198K 0.11% 239
2022
Q1 		$1.36M Buy
21,951
+8,833
+67% +$537K 0.09% 264
2021
Q4 		$777K Buy
13,118
+1,654
+14% +$92.1K 0.06% 322
2021
Q3 		$602K Sell
11,464
-484
-4% -$27K 0.06% 323
2021
Q2 		$647K Sell
11,948
-12,091
-50% -$658K 0.08% 293
2021
Q1 		$1.27M Sell
24,039
-4,799
-17% -$242K 0.23% 113
2020
Q4 		$1.58M Buy
28,838
+50
+0.2% +$2.58K 0.42% 45
2020
Q3 		$1.42M Buy
28,788
+9,309
+48% +$448K 0.54% 36
2020
Q2 		$870K Buy
19,479
+3,145
+19% +$145K 0.5% 43
2020
Q1 		$723K Buy
16,334
+8,158
+100% +$441K 0.6% 45
2019
Q4 		$453K Buy
+8,176
New +$440K 0.33% 103

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ethic Inc's KO Position: Q2 2026 in Review

Ethic Inc increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $1.36M and bringing the position to 132,230 shares worth $10.7M. The position accounts for 0.13% of the portfolio, ranked #141.

Ethic Inc first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,572 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ethic Inc held 132,230 shares of Coca-Cola worth $10.7M as of Q2 2026.
  • Ethic Inc bought 17,217 Coca-Cola shares in Q2 2026, an estimated $1.36M.
  • Coca-Cola made up 0.13% of Ethic Inc's portfolio in Q2 2026, its #141 holding.
  • Ethic Inc first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.