JBA
KO icon

Johnson Bixby & Associates’s Coca-Cola KO Stock Holding History

Johnson Bixby & Associates’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 		$450K Sell
5,541
-52
-0.9% -$4.11K 0.05% 79
2026
Q1 		$425K Buy
5,593
+4
+0.1% +$302 0.05% 83
2025
Q4 		$391K Sell
5,589
-198
-3% -$13.8K 0.05% 85
2025
Q3 		$384K Sell
5,787
-334
-5% -$23K 0.05% 84
2025
Q2 		$433K Sell
6,121
-259
-4% -$18.4K 0.06% 79
2025
Q1 		$457K Hold
6,380
– – 0.07% 71
2024
Q4 		$397K Hold
6,380
– – 0.06% 77
2024
Q3 		$458K Buy
6,380
+25
+0.4% +$1.71K 0.07% 74
2024
Q2 		$404K Hold
6,355
– – 0.07% 72
2024
Q1 		$389K Hold
6,355
– – 0.07% 74
2023
Q4 		$375K Hold
6,355
– – 0.07% 70
2023
Q3 		$356K Sell
6,355
-142
-2% -$8.52K 0.07% 68
2023
Q2 		$391K Buy
6,497
+142
+2% +$8.83K 0.08% 64
2023
Q1 		$394K Hold
6,355
– – 0.09% 64
2022
Q4 		$404K Buy
6,355
+20
+0.3% +$1.21K 0.09% 62
2022
Q3 		$355K Hold
6,335
– – 0.09% 66
2022
Q2 		$399K Hold
6,335
– – 0.1% 65
2022
Q1 		$393K Hold
6,335
– – 0.1% 58
2021
Q4 		$375K Sell
6,335
-826
-12% -$46K 0.1% 61
2021
Q3 		$376K Hold
7,161
– – 0.11% 57
2021
Q2 		$405K Hold
7,161
– – 0.12% 56
2021
Q1 		$377K Sell
7,161
-2
-0% -$101 0.12% 50
2020
Q4 		$393K Buy
+7,163
New +$370K 0.13% 50

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

Johnson Bixby & Associates's KO Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Coca-Cola (KO) stake by 0.93% in Q2 2026, selling an estimated $4.11K and leaving 5,541 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #79.

Johnson Bixby & Associates first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $458K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Johnson Bixby & Associates held 5,541 shares of Coca-Cola worth $450K as of Q2 2026.
  • Johnson Bixby & Associates sold 52 Coca-Cola shares in Q2 2026, an estimated $4.11K.
  • Coca-Cola made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #79 holding.
  • Johnson Bixby & Associates first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's Coca-Cola position peaked at $458K in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.