Gilbert & Cook’s Coca-Cola KO Stock Holding History

Gilbert & Cook’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	$1.04M	Sell	12,766 -165	-1%	-$13K	0.12%	84
2026 Q1	$983K	Buy	12,931 +112	+0.9%	+$8.47K	0.13%	79
2025 Q4	$896K	Sell	12,819 -3	-0%	-$209	0.11%	95
2025 Q3	$850K	Buy	12,822 +135	+1%	+$9.29K	0.11%	88
2025 Q2	$898K	Buy	12,687 +218	+2%	+$15.5K	0.12%	78
2025 Q1	$893K	Sell	12,469 -1,311	-10%	-$87.6K	0.13%	76
2024 Q4	$858K	Sell	13,780 -136	-1%	-$8.88K	0.12%	78
2024 Q3	$1M	Buy	13,916 +96	+0.7%	+$6.57K	0.14%	69
2024 Q2	$880K	Sell	13,820 -1,891	-12%	-$117K	0.13%	76
2024 Q1	$961K	Sell	15,711 -260	-2%	-$15.6K	0.13%	78
2023 Q4	$941K	Buy	15,971 +841	+6%	+$47.8K	0.13%	71
2023 Q3	$847K	Buy	15,130 +1,807	+14%	+$108K	0.13%	67
2023 Q2	$802K	Buy	13,323 +670	+5%	+$41.7K	0.13%	64
2023 Q1	$785K	Buy	12,653 +119	+0.9%	+$7.21K	0.14%	59
2022 Q4	$797K	Buy	12,534 +8	+0.1%	+$483	0.15%	58
2022 Q3	$737K	Buy	12,526 +365	+3%	+$22.7K	0.16%	63
2022 Q2	$765K	Buy	12,161 +406	+3%	+$25.7K	0.14%	58
2022 Q1	$729K	Buy	11,755 +1,104	+10%	+$67.1K	0.12%	69
2021 Q4	$631K	Buy	10,651 +43	+0.4%	+$2.39K	0.1%	83
2021 Q3	$557K	Buy	10,608 +378	+4%	+$21.1K	0.1%	91
2021 Q2	$554K	Buy	10,230 +325	+3%	+$17.7K	0.1%	85
2021 Q1	$522K	Buy	9,905 +1,493	+18%	+$75.1K	0.1%	84
2020 Q4	$463K	Buy	8,412 +1,176	+16%	+$60.8K	0.1%	80
2020 Q3	$357K	Buy	7,236 +540	+8%	+$26K	0.08%	93
2020 Q2	$299K	Buy	6,696 +392	+6%	+$18.1K	0.07%	96
2020 Q1	$279K	Buy	6,304 +441	+8%	+$23.8K	0.08%	87
2019 Q4	$325K	Buy	5,863 +785	+15%	+$42.2K	0.08%	93
2019 Q3	$276K	Buy	5,078 +218	+4%	+$11.7K	0.08%	90
2019 Q2	$247K	Buy	4,860 +192	+4%	+$9.41K	0.07%	92
2019 Q1	$219K	Buy	4,668 +128	+3%	+$5.99K	0.07%	99
2018 Q4	$215K	Sell	4,540 -86	-2%	-$4.12K	0.08%	88
2018 Q3	$214K	Buy	4,626 +23	+0.5%	+$1.05K	0.07%	92
2018 Q2	$202K	Buy	+4,603	New	+$199K	0.07%	92
2018 Q1	–	Sell	-4,402	Closed	-$202K	–	97
2017 Q4	$202K	Buy	+4,402	New	+$202K	0.07%	84
2017 Q3	–	Sell	-8,159	Closed	-$366K	–	118
2017 Q2	$366K	Buy	+8,159	New	+$361K	0.13%	76

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

Gilbert & Cook's KO Position: Q2 2026 in Review

Gilbert & Cook reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 12,766 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #84.

Gilbert & Cook first reported a position in KO in Q2 2017 and has held it in 35 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Gilbert & Cook held 12,766 shares of Coca-Cola worth $1.04M as of Q2 2026.
Gilbert & Cook sold 165 Coca-Cola shares in Q2 2026, an estimated $13K.
Coca-Cola made up 0.12% of Gilbert & Cook's portfolio in Q2 2026, its #84 holding.
Gilbert & Cook first reported a position in Coca-Cola in Q2 2017 and has held it in 35 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.