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Investment House LLC’s Coca-Cola KO Stock Holding History

Investment House LLC’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 		$1.34M Sell
16,444
-525
-3% -$41.5K 0.06% 138
2026
Q1 		$1.29M Sell
16,969
-297
-2% -$22.5K 0.07% 135
2025
Q4 		$1.21M Sell
17,266
-750
-4% -$52.3K 0.06% 131
2025
Q3 		$1.19M Sell
18,016
-2,482
-12% -$171K 0.06% 134
2025
Q2 		$1.45M Buy
20,498
+1,513
+8% +$108K 0.07% 128
2025
Q1 		$1.36M Sell
18,985
-3,800
-17% -$254K 0.08% 132
2024
Q4 		$1.42M Sell
22,785
-1,000
-4% -$65.3K 0.08% 127
2024
Q3 		$1.71M Buy
23,785
+200
+0.8% +$13.7K 0.09% 118
2024
Q2 		$1.5M Sell
23,585
-700
-3% -$43.3K 0.09% 115
2024
Q1 		$1.49M Sell
24,285
-49
-0.2% -$2.94K 0.09% 113
2023
Q4 		$1.43M Buy
24,334
+849
+4% +$48.2K 0.1% 107
2023
Q3 		$1.31M Hold
23,485
– – 0.1% 108
2023
Q2 		$1.41M Hold
23,485
– – 0.11% 103
2023
Q1 		$1.46M Buy
23,485
+150
+0.6% +$9.08K 0.12% 95
2022
Q4 		$1.48M Buy
23,335
+60
+0.3% +$3.62K 0.14% 84
2022
Q3 		$1.3M Buy
23,275
+40
+0.2% +$2.49K 0.12% 92
2022
Q2 		$1.46M Hold
23,235
– – 0.13% 88
2022
Q1 		$1.44M Sell
23,235
-225
-1% -$13.7K 0.11% 94
2021
Q4 		$1.39M Hold
23,460
– – 0.09% 99
2021
Q3 		$1.23M Sell
23,460
-625
-3% -$34.8K 0.09% 102
2021
Q2 		$1.3M Hold
24,085
– – 0.09% 111
2021
Q1 		$1.27M Sell
24,085
-1,125
-4% -$56.6K 0.1% 105
2020
Q4 		$1.38M Hold
25,210
– – 0.1% 112
2020
Q3 		$1.25M Sell
25,210
-25
-0.1% -$1.2K 0.1% 111
2020
Q2 		$1.13M Buy
25,235
+1,144
+5% +$52.7K 0.1% 107
2020
Q1 		$1.07M Sell
24,091
-750
-3% -$40.5K 0.12% 99
2019
Q4 		$1.38M Hold
24,841
– – 0.13% 107
2019
Q3 		$1.35M Hold
24,841
– – 0.14% 102
2019
Q2 		$1.26M Hold
24,841
– – 0.13% 98
2019
Q1 		$1.16M Sell
24,841
-100
-0.4% -$4.68K 0.13% 104
2018
Q4 		$1.18M Sell
24,941
-1,900
-7% -$90.9K 0.15% 96
2018
Q3 		$1.24M Sell
26,841
-600
-2% -$27.4K 0.13% 103
2018
Q2 		$1.2M Sell
27,441
-800
-3% -$34.6K 0.14% 99
2018
Q1 		$1.23M Sell
28,241
-500
-2% -$22.5K 0.15% 100
2017
Q4 		$1.32M Sell
28,741
-1,950
-6% -$89.6K 0.16% 99
2017
Q3 		$1.38M Sell
30,691
-950
-3% -$43.2K 0.18% 93
2017
Q2 		$1.42M Sell
31,641
-950
-3% -$42K 0.19% 100
2017
Q1 		$1.38M Sell
32,591
-16,150
-33% -$674K 0.19% 98
2016
Q4 		$2.02M Sell
48,741
-995
-2% -$41.4K 0.31% 82
2016
Q3 		$2.1M Hold
49,736
– – 0.32% 84
2016
Q2 		$2.25M Hold
49,736
– – 0.36% 81
2016
Q1 		$2.31M Sell
49,736
-100
-0.2% -$4.35K 0.37% 80
2015
Q4 		$2.14M Sell
49,836
-3,100
-6% -$132K 0.35% 84
2015
Q3 		$2.12M Sell
52,936
-4,275
-7% -$171K 0.37% 81
2015
Q2 		$2.24M Sell
57,211
-1,098
-2% -$44.7K 0.36% 85
2015
Q1 		$2.36M Sell
58,309
-1,025
-2% -$42.9K 0.38% 79
2014
Q4 		$2.5M Sell
59,334
-30,447
-34% -$1.3M 0.4% 76
2014
Q3 		$3.83M Sell
89,781
-1,073
-1% -$44.4K 0.64% 53
2014
Q2 		$3.85M Sell
90,854
-5,173
-5% -$210K 0.66% 52
2014
Q1 		$3.71M Sell
96,027
-27,395
-22% -$1.06M 0.66% 54
2013
Q4 		$5.1M Sell
123,422
-32,299
-21% -$1.27M 0.92% 36
2013
Q3 		$5.9M Buy
155,721
+150
+0.1% +$5.93K 1.19% 26
2013
Q2 		$6.24M Buy
+155,571
New +$6.44M 1.35% 23

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

Investment House LLC's KO Position: Q2 2026 in Review

Investment House LLC reduced its Coca-Cola (KO) stake by 3.1% in Q2 2026, selling an estimated $41.5K and leaving 16,444 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #138.

Investment House LLC first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.24M in Q2 2013. 1,741 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Investment House LLC held 16,444 shares of Coca-Cola worth $1.34M as of Q2 2026.
  • Investment House LLC sold 525 Coca-Cola shares in Q2 2026, an estimated $41.5K.
  • Coca-Cola made up 0.06% of Investment House LLC's portfolio in Q2 2026, its #138 holding.
  • Investment House LLC first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Coca-Cola position peaked at $6.24M in Q2 2013.
  • 1,741 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.