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

Ipswich 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 		$3.29M Buy
40,423
+2,265
+6% +$179K 0.69% 34
2026
Q1 		$2.9M Sell
38,158
-675
-2% -$51K 0.68% 37
2025
Q4 		$2.71M Hold
38,833
– – 0.63% 38
2025
Q3 		$2.58M Sell
38,833
-2,400
-6% -$165K 0.6% 41
2025
Q2 		$2.92M Sell
41,233
-285
-0.7% -$20.3K 0.7% 37
2025
Q1 		$2.97M Sell
41,518
-2,000
-5% -$134K 0.74% 39
2024
Q4 		$2.71M Sell
43,518
-2,160
-5% -$141K 0.65% 43
2024
Q3 		$3.28M Sell
45,678
-2,725
-6% -$187K 0.76% 39
2024
Q2 		$3.08M Sell
48,403
-857
-2% -$53K 0.72% 39
2024
Q1 		$3.01M Sell
49,260
-6,500
-12% -$390K 0.71% 40
2023
Q4 		$3.29M Sell
55,760
-360
-0.6% -$20.4K 0.83% 38
2023
Q3 		$3.14M Sell
56,120
-462
-0.8% -$27.7K 0.86% 36
2023
Q2 		$3.41M Sell
56,582
-90
-0.2% -$5.6K 0.9% 34
2023
Q1 		$3.52M Buy
56,672
+2,325
+4% +$141K 0.96% 35
2022
Q4 		$3.46M Sell
54,347
-500
-0.9% -$30.2K 0.99% 36
2022
Q3 		$3.07M Sell
54,847
-300
-0.5% -$18.6K 0.98% 36
2022
Q2 		$3.47M Sell
55,147
-310
-0.6% -$19.7K 1% 32
2022
Q1 		$3.44M Sell
55,457
-1,400
-2% -$85.1K 0.85% 39
2021
Q4 		$3.37M Sell
56,857
-5,848
-9% -$326K 0.79% 43
2021
Q3 		$3.29M Sell
62,705
-14
-0% -$780 0.84% 40
2021
Q2 		$3.39M Sell
62,719
-7,153
-10% -$389K 0.87% 39
2021
Q1 		$3.68M Sell
69,872
-10,915
-14% -$549K 1.04% 31
2020
Q4 		$4.43M Sell
80,787
-1,635
-2% -$84.5K 1.33% 18
2020
Q3 		$4.07M Sell
82,422
-675
-0.8% -$32.5K 1.3% 21
2020
Q2 		$3.71M Buy
83,097
+850
+1% +$39.2K 1.28% 22
2020
Q1 		$3.64M Buy
82,247
+36,345
+79% +$1.96M 1.43% 17
2019
Q4 		$2.54M Buy
45,902
+590
+1% +$31.7K 0.75% 45
2019
Q3 		$2.47M Buy
45,312
+740
+2% +$39.6K 0.79% 45
2019
Q2 		$2.27M Buy
44,572
+5,100
+13% +$250K 0.72% 45
2019
Q1 		$1.85M Buy
39,472
+700
+2% +$32.7K 0.6% 51
2018
Q4 		$1.84M Buy
38,772
+2,457
+7% +$118K 0.67% 45
2018
Q3 		$1.68M Buy
36,315
+10
+0% +$457 0.57% 59
2018
Q2 		$1.59M Buy
36,305
+240
+0.7% +$10.4K 0.73% 50
2018
Q1 		$1.57M Buy
36,065
+740
+2% +$33.2K 0.66% 48
2017
Q4 		$1.62M Sell
35,325
-60
-0.2% -$2.76K 0.69% 46
2017
Q3 		$1.59M Hold
35,385
– – 0.72% 45
2017
Q2 		$1.59M Buy
35,385
+1,939
+6% +$85.7K 0.74% 44
2017
Q1 		$1.42M Hold
33,446
– – 0.62% 48
2016
Q4 		$1.39M Sell
33,446
-200
-0.6% -$8.32K 0.63% 49
2016
Q3 		$1.42M Hold
33,646
– – 0.7% 48
2016
Q2 		$1.52M Hold
33,646
– – 0.75% 48
2016
Q1 		$1.52M Buy
33,646
+700
+2% +$30.5K 0.72% 47
2015
Q4 		$1.42M Hold
32,946
– – 0.64% 49
2015
Q3 		$1.32M Buy
32,946
+2,616
+9% +$105K 0.63% 49
2015
Q2 		$1.19M Sell
30,330
-4,280
-12% -$174K 0.54% 54
2015
Q1 		$1.4M Sell
34,610
-20,690
-37% -$865K 0.62% 50
2014
Q4 		$2.33M Sell
55,300
-6,140
-10% -$262K 0.99% 38
2014
Q3 		$2.62M Sell
61,440
-3,085
-5% -$128K 1.12% 39
2014
Q2 		$2.73M Sell
64,525
-37,383
-37% -$1.52M 1.06% 39
2014
Q1 		$3.94M Sell
101,908
-26,965
-21% -$1.04M 1.7% 21
2013
Q4 		$5.32M Sell
128,873
-45
-0% -$1.77K 2.22% 8
2013
Q3 		$4.88M Sell
128,918
-595
-0.5% -$23.5K 2.2% 7
2013
Q2 		$5.19M Buy
+129,513
New +$5.36M 2.24% 6

Other funds holding KO

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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Ipswich Investment Management increased its Coca-Cola (KO) stake by 5.9% in Q2 2026, buying an estimated $179K and bringing the position to 40,423 shares worth $3.29M. The position accounts for 0.69% of the portfolio, ranked #34.

Ipswich Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.32M in Q4 2013. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ipswich Investment Management held 40,423 shares of Coca-Cola worth $3.29M as of Q2 2026.
  • Ipswich Investment Management bought 2,265 Coca-Cola shares in Q2 2026, an estimated $179K.
  • Coca-Cola made up 0.69% of Ipswich Investment Management's portfolio in Q2 2026, its #34 holding.
  • Ipswich Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Coca-Cola position peaked at $5.32M in Q4 2013.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.