Gradient Investments’s Coca-Cola KO Stock Holding History

Gradient Investments’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	$45.8M	Sell	563,140 -587	-0.1%	-$46.4K	0.63%	45
2026 Q1	$42.9M	Sell	563,727 -23,312	-4%	-$1.76M	0.66%	39
2025 Q4	$41M	Buy	587,039 +40,958	+8%	+$2.86M	0.65%	44
2025 Q3	$36.2M	Buy	546,081 +15,971	+3%	+$1.1M	0.6%	53
2025 Q2	$37.5M	Buy	530,110 +9,873	+2%	+$703K	0.69%	46
2025 Q1	$37.3M	Buy	520,237 +14,851	+3%	+$992K	0.75%	44
2024 Q4	$31.5M	Buy	505,386 +48,664	+11%	+$3.18M	0.64%	47
2024 Q3	$32.8M	Buy	456,722 +3,778	+0.8%	+$259K	0.68%	50
2024 Q2	$28.8M	Buy	452,944 +185,976	+70%	+$11.5M	0.65%	47
2024 Q1	$16.3M	Sell	266,968 -148,376	-36%	-$8.91M	0.38%	95
2023 Q4	$24.5M	Buy	415,344 +69,016	+20%	+$3.92M	0.59%	45
2023 Q3	$19.4M	Buy	346,328 +202,694	+141%	+$12.2M	0.51%	53
2023 Q2	$8.65M	Buy	143,634 +300	+0.2%	+$18.7K	0.22%	118
2023 Q1	$8.89M	Sell	143,334 -324	-0.2%	-$19.6K	0.24%	117
2022 Q4	$9.14M	Sell	143,658 -573	-0.4%	-$34.6K	0.29%	111
2022 Q3	$8.08M	Sell	144,231 -716	-0.5%	-$44.5K	0.25%	117
2022 Q2	$9.12M	Buy	144,947 +262	+0.2%	+$16.6K	0.27%	109
2022 Q1	$8.97M	Sell	144,685 -2,465	-2%	-$150K	0.23%	118
2021 Q4	$8.71M	Sell	147,150 -8,934	-6%	-$497K	0.22%	121
2021 Q3	$8.19M	Sell	156,084 -76	-0%	-$4.24K	0.23%	123
2021 Q2	$8.45M	Sell	156,160 -3,274	-2%	-$178K	0.25%	116
2021 Q1	$8.4M	Sell	159,434 -1,141	-0.7%	-$57.4K	0.27%	108
2020 Q4	$7.93M	Hold	160,575	–	–	0.34%	87
2020 Q3	$7.93M	Buy	160,575 +660	+0.4%	+$31.7K	0.33%	87
2020 Q2	$7.14M	Buy	159,915 +22,386	+16%	+$1.03M	0.33%	86
2020 Q1	$6.09M	Sell	137,529 -1,975	-1%	-$107K	0.33%	83
2019 Q4	$7.72M	Sell	139,504 -4,435	-3%	-$238K	0.34%	84
2019 Q3	$7.84M	Sell	143,939 -446	-0.3%	-$23.9K	0.38%	82
2019 Q2	$7.35M	Sell	144,385 -1,895	-1%	-$92.9K	0.38%	78
2019 Q1	$6.86M	Sell	146,280 -402	-0.3%	-$18.8K	0.44%	71
2018 Q4	$6.95M	Sell	146,682 -891	-0.6%	-$42.6K	0.42%	73
2018 Q3	$6.82M	Sell	147,573 -193	-0.1%	-$8.82K	0.35%	78
2018 Q2	$6.48M	Buy	147,766 +1,248	+0.9%	+$53.9K	0.35%	76
2018 Q1	$6.36M	Sell	146,518 -164	-0.1%	-$7.37K	0.34%	78
2017 Q4	$6.73M	Sell	146,682 -1,206	-0.8%	-$55.4K	0.39%	73
2017 Q3	$6.66M	Sell	147,888 -41	-0%	-$1.86K	0.43%	69
2017 Q2	$6.63M	Sell	147,929 -1,077	-0.7%	-$47.6K	0.47%	59
2017 Q1	$6.32M	Sell	149,006 -118,801	-44%	-$4.96M	0.48%	48
2016 Q4	$11.1M	Buy	267,807 +13,292	+5%	+$553K	0.97%	18
2016 Q3	$10.8M	Buy	254,515 +16,807	+7%	+$737K	1.06%	17
2016 Q2	$10.8M	Buy	237,708 +8,348	+4%	+$377K	1.17%	17
2016 Q1	$10.6M	Sell	229,360 -3,725	-2%	-$162K	1.31%	16
2015 Q4	$10M	Buy	233,085 +944	+0.4%	+$40.1K	1.34%	17
2015 Q3	$9.31M	Sell	232,141 -3,532	-1%	-$141K	1.32%	18
2015 Q2	$9.24M	Buy	235,673 +6,722	+3%	+$273K	1.27%	19
2015 Q1	$9.28M	Buy	228,951 +84,929	+59%	+$3.55M	1.39%	18
2014 Q4	$6.08M	Buy	144,022 +398	+0.3%	+$17K	1%	20
2014 Q3	$6.13M	Buy	143,624 +143,092	+26,897%	+$5.92M	1.11%	21
2014 Q2	$23K	Sell	532 -118	-18%	-$4.79K	﹤0.01%	276
2014 Q1	$25K	Sell	650 -411	-39%	-$15.9K	0.01%	259
2013 Q4	$44K	Buy	1,061 +149	+16%	+$5.88K	0.01%	232
2013 Q3	$35K	Buy	+912	New	+$36K	0.01%	195

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

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

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Gradient Investments's KO Position: Q2 2026 in Review

Gradient Investments reduced its Coca-Cola (KO) stake by 0.1% in Q2 2026, selling an estimated $46.4K and leaving 563,140 shares worth $45.8M. The position accounts for 0.63% of the portfolio, ranked #45.

Gradient Investments first reported a position in KO in Q3 2013 and has held it in 52 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Gradient Investments held 563,140 shares of Coca-Cola worth $45.8M as of Q2 2026.
Gradient Investments sold 587 Coca-Cola shares in Q2 2026, an estimated $46.4K.
Coca-Cola made up 0.63% of Gradient Investments's portfolio in Q2 2026, its #45 holding.
Gradient Investments first reported a position in Coca-Cola in Q3 2013 and has held it in 52 quarters since.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.