Fulcrum Capital’s Coca-Cola KO Stock Holding History

Fulcrum Capital’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	$624K	Sell	7,680 -26	-0.3%	-$2.05K	0.13%	59
2026 Q1	$586K	Sell	7,706 -133	-2%	-$10.1K	0.13%	57
2025 Q4	$548K	Hold	7,839	–	–	0.11%	59
2025 Q3	$520K	Hold	7,839	–	–	0.11%	59
2025 Q2	$555K	Hold	7,839	–	–	0.12%	59
2025 Q1	$561K	Buy	7,839 +1,339	+21%	+$89.4K	0.12%	57
2024 Q4	$405K	Hold	6,500	–	–	0.08%	74
2024 Q3	$467K	Hold	6,500	–	–	0.1%	72
2024 Q2	$414K	Hold	6,500	–	–	0.09%	75
2024 Q1	$398K	Hold	6,500	–	–	0.09%	77
2023 Q4	$383K	Hold	6,500	–	–	0.1%	77
2023 Q3	$364K	Hold	6,500	–	–	0.11%	71
2023 Q2	$391K	Sell	6,500 -304	-4%	-$18.9K	0.1%	77
2023 Q1	$422K	Hold	6,804	–	–	0.11%	72
2022 Q4	$433K	Buy	+6,804	New	+$411K	0.13%	71
2022 Q1	–	Sell	-4,227	Closed	-$250K	–	78
2021 Q4	$250K	Sell	4,227 -300	-7%	-$16.7K	0.05%	75
2021 Q3	$238K	Hold	4,527	–	–	0.06%	81
2021 Q2	$245K	Sell	4,527 -295	-6%	-$16.1K	0.06%	73
2021 Q1	$254K	Buy	+4,822	New	+$243K	0.07%	72

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fulcrum Capital's KO Position: Q2 2026 in Review

Fulcrum Capital reduced its Coca-Cola (KO) stake by 0.34% in Q2 2026, selling an estimated $2.05K and leaving 7,680 shares worth $624K. The position accounts for 0.13% of the portfolio, ranked #59.

Fulcrum Capital first reported a position in KO in Q1 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fulcrum Capital held 7,680 shares of Coca-Cola worth $624K as of Q2 2026.
Fulcrum Capital sold 26 Coca-Cola shares in Q2 2026, an estimated $2.05K.
Coca-Cola made up 0.13% of Fulcrum Capital's portfolio in Q2 2026, its #59 holding.
Fulcrum Capital first reported a position in Coca-Cola in Q1 2021 and has held it in 19 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.