GAMMA Investing’s Coca-Cola KO Stock Holding History

GAMMA Investing’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	131,706 +11,154	+9%	+$881K	0.4%	40
2026 Q1	$9.17M	Buy	120,552 +13,717	+13%	+$1.04M	0.43%	33
2025 Q4	$7.47M	Buy	106,835 +18,453	+21%	+$1.29M	0.38%	35
2025 Q3	$5.86M	Sell	88,382 -3,693	-4%	-$254K	0.32%	42
2025 Q2	$6.51M	Buy	92,075 +8,844	+11%	+$630K	0.41%	31
2025 Q1	$5.96M	Buy	83,231 +13,261	+19%	+$886K	0.45%	31
2024 Q4	$4.36M	Sell	69,970 -2,954	-4%	-$193K	0.37%	34
2024 Q3	$5.24M	Buy	72,924 +14,907	+26%	+$1.02M	0.52%	26
2024 Q2	$3.69M	Buy	58,017 +21,497	+59%	+$1.33M	0.5%	25
2024 Q1	$2.23M	Buy	36,520 +5,243	+17%	+$315K	0.46%	31
2023 Q4	$1.86M	Buy	+31,277	New	+$1.78M	0.5%	29

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

GAMMA Investing's KO Position: Q2 2026 in Review

GAMMA Investing increased its Coca-Cola (KO) stake by 9.3% in Q2 2026, buying an estimated $881K and bringing the position to 131,706 shares worth $10.7M. The position accounts for 0.4% of the portfolio, ranked #40.

GAMMA Investing first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,581 funds tracked by Wall St. Rank hold KO as of Q2 2026.

GAMMA Investing held 131,706 shares of Coca-Cola worth $10.7M as of Q2 2026.
GAMMA Investing bought 11,154 Coca-Cola shares in Q2 2026, an estimated $881K.
Coca-Cola made up 0.4% of GAMMA Investing's portfolio in Q2 2026, its #40 holding.
GAMMA Investing first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,581 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.