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Greenwood Capital Associates’s Coca-Cola KO Stock Holding History

Greenwood Capital Associates’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 		$6.63M Sell
81,634
-533
-0.6% -$42.1K 0.65% 48
2026
Q1 		$6.25M Buy
82,167
+5,265
+7% +$398K 0.69% 47
2025
Q4 		$5.38M Sell
76,902
-1,828
-2% -$127K 0.58% 58
2025
Q3 		$5.22M Sell
78,730
-437
-0.6% -$30.1K 0.6% 56
2025
Q2 		$5.6M Buy
79,167
+304
+0.4% +$21.7K 0.7% 48
2025
Q1 		$5.65M Buy
78,863
+3,182
+4% +$213K 0.76% 44
2024
Q4 		$4.71M Sell
75,681
-2
-0% -$131 0.61% 57
2024
Q3 		$5.44M Sell
75,683
-1,099
-1% -$75.3K 0.71% 48
2024
Q2 		$4.89M Buy
76,782
+3,784
+5% +$234K 0.64% 55
2024
Q1 		$4.47M Sell
72,998
-10,787
-13% -$648K 0.59% 60
2023
Q4 		$4.94M Buy
83,785
+113
+0.1% +$6.42K 0.64% 59
2023
Q3 		$4.68M Sell
83,672
-1,373
-2% -$82.3K 0.68% 52
2023
Q2 		$5.12M Sell
85,045
-584
-0.7% -$36.3K 0.72% 52
2023
Q1 		$5.31M Sell
85,629
-1,603
-2% -$97.1K 0.76% 47
2022
Q4 		$5.55M Sell
87,232
-5,844
-6% -$353K 0.91% 41
2022
Q3 		$5.21M Sell
93,076
-1,422
-2% -$88.4K 0.9% 41
2022
Q2 		$5.95M Buy
94,498
+93,998
+18,800% +$5.96M 0.95% 39
2022
Q1 		$31K Sell
500
-141,292
-100% -$8.59M 0.01% 181
2021
Q4 		$8.4M Buy
141,792
+1,018
+0.7% +$56.7K 1.19% 30
2021
Q3 		$7.39M Buy
140,774
+87
+0.1% +$4.85K 1.13% 35
2021
Q2 		$7.61M Buy
140,687
+656
+0.5% +$35.7K 1.15% 32
2021
Q1 		$7.38M Buy
140,031
+19,129
+16% +$963K 1.16% 26
2020
Q4 		$6.63M Buy
120,902
+4,375
+4% +$226K 1.11% 32
2020
Q3 		$5.75M Buy
116,527
+13,058
+13% +$628K 1.12% 33
2020
Q2 		$4.62M Buy
103,469
+2,400
+2% +$111K 1.05% 39
2020
Q1 		$4.47M Buy
101,069
+3,705
+4% +$200K 1.31% 32
2019
Q4 		$5.39M Sell
97,364
-2,286
-2% -$123K 1.14% 37
2019
Q3 		$5.42M Buy
99,650
+8,879
+10% +$475K 1.32% 26
2019
Q2 		$4.62M Sell
90,771
-422
-0.5% -$20.7K 1.16% 35
2019
Q1 		$4.27M Sell
91,193
-51
-0.1% -$2.38K 1.1% 38
2018
Q4 		$4.32M Buy
91,244
+2,308
+3% +$110K 1.13% 35
2018
Q3 		$4.11M Sell
88,936
-885
-1% -$40.4K 0.89% 49
2018
Q2 		$3.94M Buy
89,821
+2,466
+3% +$107K 0.91% 50
2018
Q1 		$3.79M Buy
87,355
+1,737
+2% +$78K 0.92% 48
2017
Q4 		$3.93M Sell
85,618
-1,031
-1% -$47.4K 0.92% 42
2017
Q3 		$3.9M Sell
86,649
-2,367
-3% -$108K 0.97% 39
2017
Q2 		$3.99M Buy
89,016
+2,341
+3% +$103K 1.04% 35
2017
Q1 		$3.68M Sell
86,675
-15,786
-15% -$658K 0.96% 37
2016
Q4 		$4.25M Buy
102,461
+875
+0.9% +$36.4K 1.2% 25
2016
Q3 		$4.3M Sell
101,586
-1,317
-1% -$57.7K 1.3% 20
2016
Q2 		$4.67M Buy
102,903
+8,992
+10% +$406K 1.44% 16
2016
Q1 		$4.36M Sell
93,911
-5,714
-6% -$249K 1.37% 21
2015
Q4 		$4.28M Sell
99,625
-807
-0.8% -$34.2K 1.38% 22
2015
Q3 		$4.03M Sell
100,432
-3,119
-3% -$125K 1.43% 23
2015
Q2 		$4.06M Sell
103,551
-2,236
-2% -$90.9K 1.23% 33
2015
Q1 		$4.29M Sell
105,787
-2,202
-2% -$92.1K 1.23% 30
2014
Q4 		$4.56M Buy
107,989
+4,561
+4% +$195K 1.32% 26
2014
Q3 		$4.41M Buy
103,428
+649
+0.6% +$26.8K 1.35% 26
2014
Q2 		$4.35M Sell
102,779
-1,870
-2% -$75.9K 1.35% 27
2014
Q1 		$4.05M Sell
104,649
-6,102
-6% -$236K 1.3% 26
2013
Q4 		$4.58M Buy
110,751
+1,728
+2% +$68.2K 1.42% 21
2013
Q3 		$4.13M Buy
109,023
+689
+0.6% +$27.2K 1.46% 21
2013
Q2 		$4.34M Buy
+108,334
New +$4.49M 1.89% 15

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

Greenwood Capital Associates's KO Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Coca-Cola (KO) stake by 0.65% in Q2 2026, selling an estimated $42.1K and leaving 81,634 shares worth $6.63M. The position accounts for 0.65% of the portfolio, ranked #48.

Greenwood Capital Associates first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.4M in Q4 2021. 1,706 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Greenwood Capital Associates held 81,634 shares of Coca-Cola worth $6.63M as of Q2 2026.
  • Greenwood Capital Associates sold 533 Coca-Cola shares in Q2 2026, an estimated $42.1K.
  • Coca-Cola made up 0.65% of Greenwood Capital Associates's portfolio in Q2 2026, its #48 holding.
  • Greenwood Capital Associates first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Greenwood Capital Associates's Coca-Cola position peaked at $8.4M in Q4 2021.
  • 1,706 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.