Guinness Atkinson Asset Management’s Coca-Cola KO Stock Holding History

Guinness Atkinson Asset 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	$1.16M	Sell	14,248 -1,093	-7%	-$86.3K	0.52%	33
2026 Q1	$1.17M	Sell	15,341 -979	-6%	-$74K	0.58%	32
2025 Q4	$1.15M	Sell	16,320 -355	-2%	-$24.7K	0.54%	35
2025 Q3	$1.1M	Hold	16,675	–	–	0.52%	39
2025 Q2	$1.18M	Hold	16,675	–	–	0.62%	31
2025 Q1	$1.19M	Buy	16,675 +1,161	+7%	+$77.5K	0.67%	33
2024 Q4	$966K	Buy	15,514 +2,938	+23%	+$192K	0.49%	42
2024 Q3	$904K	Sell	12,576 -452	-3%	-$31K	0.44%	45
2024 Q2	$829K	Sell	13,028 -226	-2%	-$14K	0.41%	49
2024 Q1	$811K	Hold	13,254	–	–	0.38%	48
2023 Q4	$781K	Sell	13,254 -389	-3%	-$22.1K	0.4%	49
2023 Q3	$764K	Buy	13,643 +928	+7%	+$55.7K	0.42%	50
2023 Q2	$766K	Buy	12,715 +3,073	+32%	+$191K	0.41%	51
2023 Q1	$598K	Buy	9,642 +207	+2%	+$12.5K	0.34%	54
2022 Q4	$600K	Sell	9,435 -132	-1%	-$7.97K	0.38%	51
2022 Q3	$536K	Buy	+9,567	New	+$595K	0.34%	61
2017 Q4	–	Sell	-5,240	Closed	-$236K	–	60
2017 Q3	$236K	Hold	5,240	–	–	0.15%	57
2017 Q2	$235K	Hold	5,240	–	–	0.15%	58
2017 Q1	$222K	Hold	5,240	–	–	0.15%	58
2016 Q4	$217K	Sell	5,240 -400	-7%	-$16.6K	0.15%	58
2016 Q3	$239K	Hold	5,640	–	–	0.15%	65
2016 Q2	$256K	Sell	5,640 -1,620	-22%	-$73.2K	0.16%	59
2016 Q1	$337K	Hold	7,260	–	–	0.21%	58
2015 Q4	$312K	Sell	7,260 -800	-10%	-$34K	0.18%	63
2015 Q3	$323K	Hold	8,060	–	–	0.21%	54
2015 Q2	$316K	Buy	8,060 +980	+14%	+$39.9K	0.15%	64
2015 Q1	$287K	Buy	7,080 +3,350	+90%	+$140K	0.13%	62
2014 Q4	$157K	Hold	3,730	–	–	0.09%	65
2014 Q3	$159K	Buy	3,730 +300	+9%	+$12.4K	0.09%	67
2014 Q2	$145K	Buy	3,430 +780	+29%	+$31.6K	0.11%	56
2014 Q1	$102K	Buy	2,650 +840	+46%	+$32.5K	0.1%	61
2013 Q4	$75K	Buy	1,810 +590	+48%	+$23.3K	0.07%	61
2013 Q3	$46K	Hold	1,220	–	–	0.04%	80
2013 Q2	$49K	Buy	+1,220	New	+$50.5K	0.05%	80

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Guinness Atkinson Asset Management's KO Position: Q2 2026 in Review

Guinness Atkinson Asset Management reduced its Coca-Cola (KO) stake by 7.1% in Q2 2026, selling an estimated $86.3K and leaving 14,248 shares worth $1.16M. The position accounts for 0.52% of the portfolio, ranked #33.

Guinness Atkinson Asset Management first reported a position in KO in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.19M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Guinness Atkinson Asset Management held 14,248 shares of Coca-Cola worth $1.16M as of Q2 2026.
Guinness Atkinson Asset Management sold 1,093 Coca-Cola shares in Q2 2026, an estimated $86.3K.
Coca-Cola made up 0.52% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #33 holding.
Guinness Atkinson Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 34 quarters since.
Guinness Atkinson Asset Management's Coca-Cola position peaked at $1.19M in Q1 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.