GC
KO icon

Grimes & Company’s Coca-Cola KO Stock Holding History

Grimes & Company’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 		$4.29M Buy
52,742
+3,136
+6% +$248K 0.09% 134
2026
Q1 		$3.77M Buy
49,606
+27,067
+120% +$2.05M 0.1% 131
2025
Q4 		$1.58M Sell
22,539
-2,648
-11% -$185K 0.04% 208
2025
Q3 		$1.67M Sell
25,187
-953
-4% -$65.6K 0.04% 190
2025
Q2 		$1.85M Buy
26,140
+2,563
+11% +$183K 0.05% 169
2025
Q1 		$1.69M Buy
23,577
+185
+0.8% +$12.4K 0.05% 153
2024
Q4 		$1.46M Buy
23,392
+921
+4% +$60.1K 0.04% 170
2024
Q3 		$1.61M Buy
22,471
+1,130
+5% +$77.4K 0.04% 157
2024
Q2 		$1.36M Buy
21,341
+208
+1% +$12.9K 0.04% 155
2024
Q1 		$1.29M Buy
21,133
+77
+0.4% +$4.63K 0.04% 162
2023
Q4 		$1.24M Buy
21,056
+3,058
+17% +$174K 0.04% 157
2023
Q3 		$1.01M Sell
17,998
-217
-1% -$13K 0.04% 157
2023
Q2 		$1.1M Buy
18,215
+98
+0.5% +$6.1K 0.04% 152
2023
Q1 		$1.12M Sell
18,117
-813
-4% -$49.2K 0.05% 147
2022
Q4 		$1.2M Sell
18,930
-334
-2% -$20.2K 0.05% 148
2022
Q3 		$1.08M Sell
19,264
-134
-0.7% -$8.33K 0.06% 135
2022
Q2 		$1.22M Buy
19,398
+798
+4% +$50.6K 0.06% 132
2022
Q1 		$1.15M Sell
18,600
-291
-2% -$17.7K 0.06% 146
2021
Q4 		$1.12M Sell
18,891
-324
-2% -$18K 0.05% 152
2021
Q3 		$1.01M Buy
19,215
+553
+3% +$30.8K 0.04% 154
2021
Q2 		$1.01M Sell
18,662
-610
-3% -$33.2K 0.04% 148
2021
Q1 		$1.02M Buy
19,272
+2,907
+18% +$146K 0.05% 145
2020
Q4 		$898K Sell
16,365
-202
-1% -$10.4K 0.05% 146
2020
Q3 		$818K Buy
16,567
+195
+1% +$9.38K 0.05% 142
2020
Q2 		$732K Sell
16,372
-317
-2% -$14.6K 0.05% 147
2020
Q1 		$739K Sell
16,689
-1,017
-6% -$54.9K 0.07% 128
2019
Q4 		$980K Buy
17,706
+1,765
+11% +$94.9K 0.06% 133
2019
Q3 		$868K Hold
15,941
– – 0.06% 136
2019
Q2 		$812K Sell
15,941
-350
-2% -$17.2K 0.06% 132
2019
Q1 		$763K Sell
16,291
-997
-6% -$46.6K 0.06% 128
2018
Q4 		$819K Sell
17,288
-250
-1% -$12K 0.08% 116
2018
Q3 		$810K Sell
17,538
-2,930
-14% -$134K 0.06% 129
2018
Q2 		$898K Sell
20,468
-836
-4% -$36.1K 0.08% 126
2018
Q1 		$925K Buy
21,304
+3,016
+16% +$135K 0.09% 122
2017
Q4 		$839K Buy
18,288
+250
+1% +$11.5K 0.08% 117
2017
Q3 		$812K Sell
18,038
-242
-1% -$11K 0.09% 113
2017
Q2 		$820K Sell
18,280
-1,634
-8% -$72.2K 0.09% 112
2017
Q1 		$845K Buy
19,914
+1,400
+8% +$58.4K 0.09% 110
2016
Q4 		$768K Buy
18,514
+4
+0% +$166 0.09% 115
2016
Q3 		$783K Sell
18,510
-8
-0% -$351 0.1% 113
2016
Q2 		$839K Sell
18,518
-517
-3% -$23.4K 0.11% 107
2016
Q1 		$883K Hold
19,035
– – 0.11% 102
2015
Q4 		$818K Sell
19,035
-63
-0.3% -$2.67K 0.11% 104
2015
Q3 		$766K Sell
19,098
-343
-2% -$13.7K 0.1% 102
2015
Q2 		$763K Sell
19,441
-320
-2% -$13K 0.11% 100
2015
Q1 		$801K Buy
19,761
+2,345
+13% +$98.1K 0.19% 82
2014
Q4 		$735K Buy
17,416
+38
+0.2% +$1.62K 0.19% 89
2014
Q3 		$741K Sell
17,378
-15
-0.1% -$620 0.19% 87
2014
Q2 		$737K Buy
17,393
+593
+4% +$24.1K 0.19% 89
2014
Q1 		$650K Buy
16,800
+168
+1% +$6.49K 0.18% 86
2013
Q4 		$687K Buy
16,632
+19
+0.1% +$749 0.21% 81
2013
Q3 		$629K Buy
16,613
+492
+3% +$19.4K 0.21% 80
2013
Q2 		$646K Buy
+16,121
New +$667K 0.24% 78

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Grimes & Company's KO Position: Q2 2026 in Review

Grimes & Company increased its Coca-Cola (KO) stake by 6.3% in Q2 2026, buying an estimated $248K and bringing the position to 52,742 shares worth $4.29M. The position accounts for 0.09% of the portfolio, ranked #134.

Grimes & Company first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,602 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Grimes & Company held 52,742 shares of Coca-Cola worth $4.29M as of Q2 2026.
  • Grimes & Company bought 3,136 Coca-Cola shares in Q2 2026, an estimated $248K.
  • Coca-Cola made up 0.09% of Grimes & Company's portfolio in Q2 2026, its #134 holding.
  • Grimes & Company first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.