Gilman Hill Asset Management’s Coca-Cola KO Stock Holding History

Gilman Hill Asset 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	$777K	Buy	9,557 +54	+0.6%	+$4.26K	0.11%	126
2026 Q1	$723K	Sell	9,503 -39	-0.4%	-$2.95K	0.11%	119
2025 Q4	$667K	Sell	9,542 -290	-3%	-$20.2K	0.11%	129
2025 Q3	$652K	Sell	9,832 -238	-2%	-$16.4K	0.1%	126
2025 Q2	$712K	Buy	10,070 +160	+2%	+$11.4K	0.12%	128
2025 Q1	$710K	Hold	9,910	–	–	0.12%	123
2024 Q4	$617K	Sell	9,910 -550	-5%	-$35.9K	0.11%	132
2024 Q3	$752K	Sell	10,460 -710	-6%	-$48.6K	0.13%	122
2024 Q2	$711K	Buy	11,170 +666	+6%	+$41.2K	0.13%	117
2024 Q1	$643K	Buy	10,504 +1,415	+16%	+$85K	0.12%	126
2023 Q4	$536K	Sell	9,089 -750	-8%	-$42.6K	0.1%	132
2023 Q3	$551K	Hold	9,839	–	–	0.11%	135
2023 Q2	$593K	Hold	9,839	–	–	0.11%	133
2023 Q1	$610K	Sell	9,839 -100	-1%	-$6.05K	0.12%	125
2022 Q4	$632K	Sell	9,939 -1,538	-13%	-$92.8K	0.13%	127
2022 Q3	$643K	Sell	11,477 -800	-7%	-$49.7K	0.15%	125
2022 Q2	$772K	Buy	12,277 +1,365	+13%	+$86.5K	0.17%	114
2022 Q1	$677K	Buy	10,912 +675	+7%	+$41K	0.15%	116
2021 Q4	$606K	Buy	10,237 +1,080	+12%	+$60.1K	0.14%	125
2021 Q3	$480K	Buy	9,157 +1,000	+12%	+$55.7K	0.12%	128
2021 Q2	$441K	Hold	8,157	–	–	0.11%	129
2021 Q1	$430K	Buy	8,157 +125	+2%	+$6.29K	0.12%	125
2020 Q4	$440K	Buy	8,032 +1,712	+27%	+$88.5K	0.14%	116
2020 Q3	$312K	Buy	6,320 +125	+2%	+$6.01K	0.12%	130
2020 Q2	$277K	Sell	6,195 -2,225	-26%	-$102K	0.11%	133
2020 Q1	$373K	Buy	8,420 +4,375	+108%	+$236K	0.18%	120
2019 Q4	$224K	Sell	4,045 -1,040	-20%	-$55.9K	0.07%	159
2019 Q3	$277K	Hold	5,085	–	–	0.09%	152
2019 Q2	$259K	Sell	5,085 -540	-10%	-$26.5K	0.09%	152
2019 Q1	$264K	Hold	5,625	–	–	0.09%	156
2018 Q4	$266K	Buy	5,625 +278	+5%	+$13.3K	0.11%	140
2018 Q3	$247K	Buy	5,347 +355	+7%	+$16.2K	0.1%	149
2018 Q2	$219K	Hold	4,992	–	–	0.09%	155
2018 Q1	$217K	Sell	4,992 -1,025	-17%	-$46K	0.1%	151
2017 Q4	$276K	Hold	6,017	–	–	0.11%	141
2017 Q3	$271K	Sell	6,017 -2,108	-26%	-$95.9K	0.11%	141
2017 Q2	$364K	Sell	8,125 -1,875	-19%	-$82.8K	0.16%	128
2017 Q1	$424K	Sell	10,000 -7,916	-44%	-$330K	0.18%	116
2016 Q4	$743K	Sell	17,916 -2,244	-11%	-$93.4K	0.27%	71
2016 Q3	$853K	Hold	20,160	–	–	0.33%	62
2016 Q2	$914K	Sell	20,160 -1,125	-5%	-$50.8K	0.37%	55
2016 Q1	$987K	Sell	21,285 -1,755	-8%	-$76.4K	0.45%	51
2015 Q4	$990K	Buy	23,040 +437	+2%	+$18.5K	0.48%	48
2015 Q3	$907K	Buy	22,603 +235	+1%	+$9.41K	0.47%	52
2015 Q2	$878K	Sell	22,368 -1,000	-4%	-$40.7K	0.42%	58
2015 Q1	$948K	Sell	23,368 -2,194	-9%	-$91.8K	0.45%	56
2014 Q4	$1.08M	Buy	25,562 +872	+4%	+$37.2K	0.55%	53
2014 Q3	$1.05M	Sell	24,690 -1,345	-5%	-$55.6K	0.57%	48
2014 Q2	$1.1M	Sell	26,035 -2,210	-8%	-$89.7K	0.57%	50
2014 Q1	$1.09M	Buy	28,245 +1,725	+7%	+$66.6K	0.65%	46
2013 Q4	$1.1M	Sell	26,520 -65	-0.2%	-$2.56K	0.72%	45
2013 Q3	$1.01M	Sell	26,585 -8,240	-24%	-$326K	0.73%	45
2013 Q2	$1.4M	Buy	+34,825	New	+$1.44M	1.02%	41

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

Gilman Hill Asset Management's KO Position: Q2 2026 in Review

Gilman Hill Asset Management increased its Coca-Cola (KO) stake by 0.57% in Q2 2026, buying an estimated $4.26K and bringing the position to 9,557 shares worth $777K. The position accounts for 0.11% of the portfolio, ranked #126.

Gilman Hill Asset Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.4M in Q2 2013. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Gilman Hill Asset Management held 9,557 shares of Coca-Cola worth $777K as of Q2 2026.
Gilman Hill Asset Management bought 54 Coca-Cola shares in Q2 2026, an estimated $4.26K.
Coca-Cola made up 0.11% of Gilman Hill Asset Management's portfolio in Q2 2026, its #126 holding.
Gilman Hill Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Gilman Hill Asset Management's Coca-Cola position peaked at $1.4M in Q2 2013.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.