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Griffith & Werner’s Coca-Cola KO Stock Holding History

Griffith & Werner’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 		$7.09M Buy
87,195
+5,846
+7% +$462K 3.32% 10
2026
Q1 		$6.19M Sell
81,349
-16,298
-17% -$1.23M 3.07% 13
2025
Q4 		$6.83M Buy
97,647
+921
+1% +$64.2K 3.48% 7
2025
Q3 		$6.82M Buy
+96,726
New +$6.66M 3.53% 5
2025
Q1 		$6.69M Buy
93,439
+2,762
+3% +$184K 4.16% 2
2024
Q4 		$5.65M Buy
+90,677
New +$5.92M 3.73% 5

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

Griffith & Werner's KO Position: Q2 2026 in Review

Griffith & Werner increased its Coca-Cola (KO) stake by 7.2% in Q2 2026, buying an estimated $462K and bringing the position to 87,195 shares worth $7.09M. The position accounts for 3.32% of the portfolio, ranked #10.

Griffith & Werner first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Griffith & Werner held 87,195 shares of Coca-Cola worth $7.09M as of Q2 2026.
  • Griffith & Werner bought 5,846 Coca-Cola shares in Q2 2026, an estimated $462K.
  • Coca-Cola made up 3.32% of Griffith & Werner's portfolio in Q2 2026, its #10 holding.
  • Griffith & Werner first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.