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Hanlon Investment Management’s Coca-Cola KO Stock Holding History

Hanlon Investment 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 		$580K Sell
7,141
-145
-2% -$11.5K 0.31% 114
2026
Q1 		$554K Buy
7,286
+87
+1% +$6.58K 0.31% 113
2025
Q4 		$503K Buy
7,199
+1,211
+20% +$84.4K 0.28% 122
2025
Q3 		$397K Buy
5,988
+1,247
+26% +$85.8K 0.24% 140
2025
Q2 		$335K Buy
4,741
+180
+4% +$12.8K 0.24% 129
2025
Q1 		$327K Sell
4,561
-509
-10% -$34K 0.25% 124
2024
Q4 		$316K Buy
5,070
+336
+7% +$21.9K 0.09% 142
2024
Q3 		$340K Buy
4,734
+424
+10% +$29K 0.1% 128
2024
Q2 		$274K Buy
4,310
+447
+12% +$27.7K 0.08% 133
2024
Q1 		$236K Buy
3,863
+448
+13% +$26.9K 0.07% 134
2023
Q4 		$201K Buy
+3,415
New +$194K 0.06% 138
2017
Q2 		– Sell
-59,835
Closed -$2.54M – 80
2017
Q1 		$2.54M Sell
59,835
-6,007
-9% -$251K 0.32% 71
2016
Q4 		$2.73M Buy
+65,842
New +$2.74M 0.32% 78
2016
Q3 		– Sell
-106,461
Closed -$4.83M – 78
2016
Q2 		$4.83M Buy
106,461
+7,031
+7% +$318K 0.42% 61
2016
Q1 		$4.61M Sell
99,430
-83,862
-46% -$3.65M 0.42% 25
2015
Q4 		$7.87M Buy
+183,292
New +$7.78M 0.75% 11

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

Hanlon Investment Management's KO Position: Q2 2026 in Review

Hanlon Investment Management reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $11.5K and leaving 7,141 shares worth $580K. The position accounts for 0.31% of the portfolio, ranked #114.

Hanlon Investment Management first reported a position in KO in Q4 2015 and has held it in 16 quarters since. The position peaked at $7.87M in Q4 2015. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hanlon Investment Management held 7,141 shares of Coca-Cola worth $580K as of Q2 2026.
  • Hanlon Investment Management sold 145 Coca-Cola shares in Q2 2026, an estimated $11.5K.
  • Coca-Cola made up 0.31% of Hanlon Investment Management's portfolio in Q2 2026, its #114 holding.
  • Hanlon Investment Management first reported a position in Coca-Cola in Q4 2015 and has held it in 16 quarters since.
  • Hanlon Investment Management's Coca-Cola position peaked at $7.87M in Q4 2015.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.