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Gleason Group’s Coca-Cola KO Stock Holding History

Gleason Group’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 		$1.28M Sell
15,701
-1,885
-11% -$149K 0.11% 40
2026
Q1 		$1.34M Buy
17,586
+2,300
+15% +$174K 0.13% 37
2025
Q4 		$1.07M Buy
15,286
+278
+2% +$19.4K 0.1% 45
2025
Q3 		$995K Sell
15,008
-72
-0.5% -$4.96K 0.1% 43
2025
Q2 		$1.07M Sell
15,080
-188
-1% -$13.4K 0.12% 38
2025
Q1 		$1.09M Hold
15,268
– – 0.2% 34
2024
Q4 		$951K Buy
15,268
+217
+1% +$14.2K 0.17% 37
2024
Q3 		$1.08M Buy
15,051
+60
+0.4% +$4.11K 0.2% 35
2024
Q2 		$954K Buy
14,991
+172
+1% +$10.6K 0.19% 35
2024
Q1 		$907K Hold
14,819
– – 0.19% 37
2023
Q4 		$873K Buy
14,819
+234
+2% +$13.3K 0.2% 39
2023
Q3 		$816K Buy
14,585
+110
+0.8% +$6.6K 0.21% 37
2023
Q2 		$872K Buy
14,475
+106
+0.7% +$6.59K 0.23% 39
2023
Q1 		$891K Buy
14,369
+170
+1% +$10.3K 0.26% 36
2022
Q4 		$903K Buy
14,199
+206
+1% +$12.4K 0.28% 37
2022
Q3 		$784K Buy
13,993
+97
+0.7% +$6.03K 0.27% 30
2022
Q2 		$874K Buy
13,896
+98
+0.7% +$6.21K 0.3% 30
2022
Q1 		$856K Hold
13,798
– – 0.25% 31
2021
Q4 		$817K Buy
13,798
+208
+2% +$11.6K 0.27% 32
2021
Q3 		$713K Buy
13,590
+105
+0.8% +$5.85K 0.26% 35
2021
Q2 		$730K Buy
13,485
+107
+0.8% +$5.82K 0.26% 36
2021
Q1 		$705K Buy
13,378
+989
+8% +$49.8K 0.28% 36
2020
Q4 		$679K Buy
12,389
+206
+2% +$10.7K 0.33% 34
2020
Q3 		$602K Sell
12,183
-1,873
-13% -$90.1K 0.35% 34
2020
Q2 		$628K Buy
14,056
+126
+0.9% +$5.8K 0.39% 33
2020
Q1 		$616K Hold
13,930
– – 0.49% 25
2019
Q4 		$771K Buy
+13,930
New +$749K 0.46% 27

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gleason Group's KO Position: Q2 2026 in Review

Gleason Group reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $149K and leaving 15,701 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #40.

Gleason Group first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gleason Group held 15,701 shares of Coca-Cola worth $1.28M as of Q2 2026.
  • Gleason Group sold 1,885 Coca-Cola shares in Q2 2026, an estimated $149K.
  • Coca-Cola made up 0.11% of Gleason Group's portfolio in Q2 2026, its #40 holding.
  • Gleason Group first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Coca-Cola position peaked at $1.34M in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.