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

Fruth 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 		$2.25M Sell
27,625
-300
-1% -$23.7K 0.53% 53
2026
Q1 		$2.12M Sell
27,925
-400
-1% -$30.2K 0.53% 53
2025
Q4 		$1.98M Sell
28,325
-100
-0.4% -$6.97K 0.53% 52
2025
Q3 		$1.89M Sell
28,425
-3,564
-11% -$245K 0.51% 54
2025
Q2 		$2.26M Hold
31,989
– – 0.62% 47
2025
Q1 		$2.29M Hold
31,989
– – 0.64% 46
2024
Q4 		$1.99M Sell
31,989
-25
-0.1% -$1.63K 0.55% 57
2024
Q3 		$2.3M Sell
32,014
-230
-0.7% -$15.8K 0.6% 50
2024
Q2 		$2.05M Buy
32,244
+100
+0.3% +$6.19K 0.56% 57
2024
Q1 		$1.97M Sell
32,144
-58
-0.2% -$3.48K 0.5% 65
2023
Q4 		$1.9M Sell
32,202
-125
-0.4% -$7.1K 0.53% 61
2023
Q3 		$1.81M Sell
32,327
-450
-1% -$27K 0.54% 61
2023
Q2 		$1.97M Sell
32,777
-50
-0.2% -$3.11K 0.56% 63
2023
Q1 		$2.04M Hold
32,827
– – 0.59% 56
2022
Q4 		$2.09M Sell
32,827
-100
-0.3% -$6.04K 0.61% 56
2022
Q3 		$1.84M Sell
32,927
-50
-0.2% -$3.11K 0.61% 55
2022
Q2 		$2.05M Sell
32,977
-100
-0.3% -$6.34K 0.56% 57
2022
Q1 		$2.05M Hold
33,077
– – 0.57% 56
2021
Q4 		$1.96M Sell
33,077
-225
-0.7% -$12.5K 0.54% 58
2021
Q3 		$1.75M Sell
33,302
-150
-0.4% -$8.36K 0.54% 59
2021
Q2 		$1.81M Sell
33,452
-200
-0.6% -$10.9K 0.54% 62
2021
Q1 		$1.77M Sell
33,652
-625
-2% -$31.5K 0.56% 62
2020
Q4 		$1.88M Sell
34,277
-500
-1% -$25.9K 0.65% 53
2020
Q3 		$1.72M Sell
34,777
-500
-1% -$24K 0.69% 50
2020
Q2 		$1.58M Buy
35,277
+1,441
+4% +$66.4K 0.66% 48
2020
Q1 		$1.5M Buy
33,836
+1,950
+6% +$105K 0.77% 43
2019
Q4 		$1.76M Buy
31,886
+458
+1% +$24.6K 0.67% 48
2019
Q3 		$1.71M Sell
31,428
-100
-0.3% -$5.36K 0.69% 49
2019
Q2 		$1.6M Hold
31,528
– – 0.64% 52
2019
Q1 		$1.48M Sell
31,528
-700
-2% -$32.7K 0.62% 55
2018
Q4 		$1.52M Hold
32,228
– – 0.72% 47
2018
Q3 		$1.49M Sell
32,228
-600
-2% -$27.4K 0.6% 57
2018
Q2 		$1.44M Hold
32,828
– – 0.62% 56
2018
Q1 		$1.43M Sell
32,828
-200
-0.6% -$8.98K 0.63% 53
2017
Q4 		$1.51M Sell
33,028
-100
-0.3% -$4.6K 0.64% 53
2017
Q3 		$1.49M Hold
33,128
– – 0.68% 47
2017
Q2 		$1.49M Hold
33,128
– – 0.7% 46
2017
Q1 		$1.41M Sell
33,128
-500
-1% -$20.9K 0.65% 49
2016
Q4 		$1.39M Sell
33,628
-400
-1% -$16.6K 0.64% 49
2016
Q3 		$1.44M Sell
34,028
-850
-2% -$37.2K 0.71% 42
2016
Q2 		$1.58M Sell
34,878
-120
-0.3% -$5.42K 0.75% 44
2016
Q1 		$1.62M Sell
34,998
-266
-0.8% -$11.6K 0.81% 41
2015
Q4 		$1.51M Sell
35,264
-200
-0.6% -$8.49K 0.77% 42
2015
Q3 		$1.42M Sell
35,464
-1,206
-3% -$48.3K 0.74% 45
2015
Q2 		$1.44M Sell
36,670
-1,300
-3% -$52.9K 0.68% 50
2015
Q1 		$1.54M Sell
37,970
-1,916
-5% -$80.1K 0.66% 49
2014
Q4 		$1.68M Sell
39,886
-1,332
-3% -$56.9K 0.71% 41
2014
Q3 		$1.76M Buy
41,218
+2,172
+6% +$89.8K 0.77% 38
2014
Q2 		$1.65M Sell
39,046
-200
-0.5% -$8.12K 0.75% 39
2014
Q1 		$1.6M Sell
39,246
-200
-0.5% -$7.73K 0.76% 40
2013
Q4 		$1.63M Sell
39,446
-500
-1% -$19.7K 0.78% 38
2013
Q3 		$1.51M Buy
39,946
+82
+0.2% +$3.24K 0.79% 36
2013
Q2 		$1.6M Buy
+39,864
New +$1.65M 0.9% 33

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

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

Fruth Investment Management reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $23.7K and leaving 27,625 shares worth $2.25M. The position accounts for 0.53% of the portfolio, ranked #53.

Fruth Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.3M in Q3 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fruth Investment Management held 27,625 shares of Coca-Cola worth $2.25M as of Q2 2026.
  • Fruth Investment Management sold 300 Coca-Cola shares in Q2 2026, an estimated $23.7K.
  • Coca-Cola made up 0.53% of Fruth Investment Management's portfolio in Q2 2026, its #53 holding.
  • Fruth Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Fruth Investment Management's Coca-Cola position peaked at $2.3M in Q3 2024.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.