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Goelzer Investment Management’s Coca-Cola KO Stock Holding History

Goelzer Investment 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 		$6.89M Sell
84,750
-2,725
-3% -$215K 0.3% 67
2026
Q1 		$6.65M Buy
87,475
+3,973
+5% +$300K 0.32% 65
2025
Q4 		$5.84M Buy
83,502
+2,991
+4% +$209K 0.27% 75
2025
Q3 		$5.34M Buy
80,511
+33,003
+69% +$2.27M 0.28% 82
2025
Q2 		$3.36M Sell
47,508
-65
-0.1% -$4.63K 0.18% 110
2025
Q1 		$3.41M Buy
47,573
+41,278
+656% +$2.76M 0.2% 105
2024
Q4 		$392K Sell
6,295
-3,297
-34% -$215K 0.02% 196
2024
Q3 		$689K Hold
9,592
– – 0.04% 154
2024
Q2 		$611K Sell
9,592
-67
-0.7% -$4.15K 0.03% 162
2024
Q1 		$591K Sell
9,659
-22
-0.2% -$1.32K 0.03% 172
2023
Q4 		$571K Buy
9,681
+169
+2% +$9.6K 0.04% 172
2023
Q3 		$532K Buy
+9,512
New +$571K 0.04% 165
2022
Q3 		– Sell
-3,279
Closed -$206K – 229
2022
Q2 		$206K Buy
+3,279
New +$208K 0.02% 216
2021
Q4 		– Sell
-4,592
Closed -$241K – 228
2021
Q3 		$241K Hold
4,592
– – 0.02% 206
2021
Q2 		$248K Buy
4,592
+85
+2% +$4.63K 0.02% 205
2021
Q1 		$238K Sell
4,507
-267
-6% -$13.4K 0.02% 195
2020
Q4 		$262K Sell
4,774
-7,100
-60% -$367K 0.02% 189
2020
Q3 		$586K Sell
11,874
-270
-2% -$13K 0.05% 184
2020
Q2 		$543K Sell
12,144
-424
-3% -$19.5K 0.05% 180
2020
Q1 		$556K Buy
12,568
+100
+0.8% +$5.4K 0.06% 184
2019
Q4 		$690K Sell
12,468
-174
-1% -$9.36K 0.06% 185
2019
Q3 		$688K Sell
12,642
-941
-7% -$50.4K 0.06% 177
2019
Q2 		$692K Buy
13,583
+520
+4% +$25.5K 0.06% 180
2019
Q1 		$612K Buy
13,063
+7,271
+126% +$340K 0.06% 196
2018
Q4 		$274K Hold
5,792
– – 0.04% 186
2018
Q3 		$268K Sell
5,792
-144
-2% -$6.58K 0.03% 191
2018
Q2 		$260K Sell
5,936
-85
-1% -$3.67K 0.03% 193
2018
Q1 		$262K Sell
6,021
-515
-8% -$23.1K 0.03% 192
2017
Q4 		$300K Sell
6,536
-146
-2% -$6.71K 0.03% 184
2017
Q3 		$301K Sell
6,682
-457
-6% -$20.8K 0.04% 178
2017
Q2 		$320K Sell
7,139
-490
-6% -$21.6K 0.04% 175
2017
Q1 		$324K Sell
7,629
-4,503
-37% -$188K 0.04% 172
2016
Q4 		$503K Sell
12,132
-485
-4% -$20.2K 0.07% 161
2016
Q3 		$534K Sell
12,617
-300
-2% -$13.1K 0.07% 162
2016
Q2 		$586K Sell
12,917
-1,299
-9% -$58.7K 0.08% 159
2016
Q1 		$659K Buy
14,216
+319
+2% +$13.9K 0.09% 155
2015
Q4 		$597K Buy
13,897
+1,380
+11% +$58.6K 0.09% 161
2015
Q3 		$502K Sell
12,517
-308
-2% -$12.3K 0.08% 158
2015
Q2 		$503K Sell
12,825
-2,028
-14% -$82.5K 0.08% 159
2015
Q1 		$602K Sell
14,853
-34,814
-70% -$1.46M 0.09% 152
2014
Q4 		$2.1M Buy
49,667
+430
+0.9% +$18.4K 0.32% 124
2014
Q3 		$2.1M Sell
49,237
-58,127
-54% -$2.4M 0.35% 117
2014
Q2 		$4.55M Buy
107,364
+2,392
+2% +$97.1K 0.76% 52
2014
Q1 		$4.06M Buy
104,972
+4,975
+5% +$192K 0.72% 55
2013
Q4 		$4.13M Buy
99,997
+2,700
+3% +$106K 0.75% 50
2013
Q3 		$3.69M Sell
97,297
-82,443
-46% -$3.26M 0.75% 52
2013
Q2 		$7.21M Buy
+179,740
New +$7.44M 0.77% 47

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Goelzer Investment Management's KO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Coca-Cola (KO) stake by 3.1% in Q2 2026, selling an estimated $215K and leaving 84,750 shares worth $6.89M. The position accounts for 0.3% of the portfolio, ranked #67.

Goelzer Investment Management first reported a position in KO in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.21M in Q2 2013. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Goelzer Investment Management held 84,750 shares of Coca-Cola worth $6.89M as of Q2 2026.
  • Goelzer Investment Management sold 2,725 Coca-Cola shares in Q2 2026, an estimated $215K.
  • Coca-Cola made up 0.3% of Goelzer Investment Management's portfolio in Q2 2026, its #67 holding.
  • Goelzer Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 47 quarters since.
  • Goelzer Investment Management's Coca-Cola position peaked at $7.21M in Q2 2013.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.