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Hudson Valley Investment Advisors’s Coca-Cola KO Stock Holding History

Hudson Valley Investment Advisors’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 		$363K Sell
4,469
-1
-0% -$79 0.04% 121
2026
Q1 		$340K Sell
4,470
-140
-3% -$10.6K 0.04% 124
2025
Q4 		$322K Buy
4,610
+177
+4% +$12.3K 0.04% 132
2025
Q3 		$294K Buy
4,433
+20
+0.5% +$1.38K 0.03% 146
2025
Q2 		$312K Hold
4,413
– – 0.03% 142
2025
Q1 		$316K Hold
4,413
– – 0.04% 133
2024
Q4 		$275K Sell
4,413
-400
-8% -$26.1K 0.03% 146
2024
Q3 		$346K Sell
4,813
-207
-4% -$14.2K 0.04% 138
2024
Q2 		$302K Buy
5,020
+207
+4% +$12.8K 0.04% 152
2024
Q1 		$294K Sell
4,813
-207
-4% -$12.4K 0.04% 151
2023
Q4 		$302K Sell
5,020
-909
-15% -$51.6K 0.04% 151
2023
Q3 		$332K Sell
5,929
-1,299
-18% -$77.9K 0.05% 149
2023
Q2 		$435K Buy
7,228
+50
+0.7% +$3.11K 0.06% 146
2023
Q1 		$445K Hold
7,178
– – 0.06% 152
2022
Q4 		$457K Hold
7,178
– – 0.07% 146
2022
Q3 		$402K Hold
7,178
– – 0.06% 158
2022
Q2 		$452K Hold
7,178
– – 0.07% 151
2022
Q1 		$445K Sell
7,178
-150
-2% -$9.12K 0.06% 158
2021
Q4 		$434K Sell
7,328
-72
-1% -$4.01K 0.07% 138
2021
Q3 		$388K Sell
7,400
-105
-1% -$5.85K 0.07% 138
2021
Q2 		$406K Sell
7,505
-150
-2% -$8.16K 0.07% 128
2021
Q1 		$403K Hold
7,655
– – 0.07% 126
2020
Q4 		$420K Hold
7,655
– – 0.08% 116
2020
Q3 		$378K Sell
7,655
-525
-6% -$25.2K 0.08% 116
2020
Q2 		$365K Buy
8,180
+500
+7% +$23K 0.08% 118
2020
Q1 		$340K Hold
7,680
– – 0.09% 113
2019
Q4 		$425K Sell
7,680
-165
-2% -$8.87K 0.09% 116
2019
Q3 		$427K Hold
7,845
– – 0.1% 116
2019
Q2 		$399K Sell
7,845
-130
-2% -$6.37K 0.09% 124
2019
Q1 		$374K Sell
7,975
-572
-7% -$26.8K 0.09% 117
2018
Q4 		$405K Buy
+8,547
New +$409K 0.09% 119
2018
Q3 		– Sell
-8,049
Closed -$353K – 156
2018
Q2 		$353K Sell
8,049
-600
-7% -$25.9K 0.09% 119
2018
Q1 		$376K Buy
8,649
+237
+3% +$10.6K 0.09% 116
2017
Q4 		$386K Sell
8,412
-876
-9% -$40.3K 0.1% 118
2017
Q3 		$418K Hold
9,288
– – 0.11% 115
2017
Q2 		$417K Buy
9,288
+200
+2% +$8.84K 0.11% 114
2017
Q1 		$386K Sell
9,088
-645
-7% -$26.9K 0.11% 120
2016
Q4 		$404K Sell
9,733
-17
-0.2% -$707 0.12% 117
2016
Q3 		$413K Sell
9,750
-75
-0.8% -$3.29K 0.13% 112
2016
Q2 		$445K Sell
9,825
-39,200
-80% -$1.77M 0.14% 105
2016
Q1 		$2.27M Sell
49,025
-12,420
-20% -$541K 0.74% 43
2015
Q4 		$2.64M Sell
61,445
-725
-1% -$30.8K 0.82% 37
2015
Q3 		$2.49M Sell
62,170
-1,675
-3% -$67.1K 0.81% 40
2015
Q2 		$2.5M Sell
63,845
-2,375
-4% -$96.6K 0.78% 44
2015
Q1 		$2.69M Buy
66,220
+48,405
+272% +$2.02M 0.91% 41
2014
Q4 		$752K Sell
17,815
-1,125
-6% -$48K 0.31% 69
2014
Q3 		$808K Sell
18,940
-473
-2% -$19.6K 0.34% 64
2014
Q2 		$822K Sell
19,413
-847
-4% -$34.4K 0.36% 61
2014
Q1 		$783K Buy
20,260
+973
+5% +$37.6K 0.34% 64
2013
Q4 		$797K Sell
19,287
-712
-4% -$28.1K 0.35% 61
2013
Q3 		$758K Buy
19,999
+1,641
+9% +$64.9K 0.37% 59
2013
Q2 		$736K Buy
+18,358
New +$760K 0.35% 65

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

Hudson Valley Investment Advisors's KO Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Coca-Cola (KO) stake by 0.02% in Q2 2026, selling an estimated $79 and leaving 4,469 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #121.

Hudson Valley Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q1 2015. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hudson Valley Investment Advisors held 4,469 shares of Coca-Cola worth $363K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Hudson Valley Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Hudson Valley Investment Advisors's Coca-Cola position peaked at $2.69M in Q1 2015.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.