Fulcrum Equity Management’s Coca-Cola KO Stock Holding History

Fulcrum Equity 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	$307K	Sell	3,777 -124	-3%	-$9.79K	0.23%	106
2026 Q1	$297K	Buy	3,901 +29	+0.7%	+$2.19K	0.29%	88
2025 Q4	$271K	Buy	+3,872	New	+$270K	0.26%	91
2024 Q4	–	Sell	-3,745	Closed	-$269K	–	136
2024 Q3	$269K	Buy	3,745 +6	+0.2%	+$411	0.23%	116
2024 Q2	$238K	Buy	+3,739	New	+$231K	0.21%	121
2019 Q4	–	Sell	-976	Closed	-$53K	–	165
2019 Q3	$53K	Buy	+976	New	+$52.3K	0.03%	101

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 Equity Management's KO Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $9.79K and leaving 3,777 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #106.

Fulcrum Equity Management first reported a position in KO in Q3 2019 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fulcrum Equity Management held 3,777 shares of Coca-Cola worth $307K as of Q2 2026.
Fulcrum Equity Management sold 124 Coca-Cola shares in Q2 2026, an estimated $9.79K.
Coca-Cola made up 0.23% of Fulcrum Equity Management's portfolio in Q2 2026, its #106 holding.
Fulcrum Equity Management first reported a position in Coca-Cola in Q3 2019 and has held it in 6 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.