Joule Financial’s Coca-Cola KO Stock Holding History

Joule Financial’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	$447K	Sell	5,465 -49	-0.9%	-$3.87K	0.12%	67
2026 Q1	$422K	Sell	5,514 -107	-2%	-$8.09K	0.12%	72
2025 Q4	$393K	Buy	5,621 +139	+3%	+$9.69K	0.12%	69
2025 Q3	$366K	Buy	5,482 +286	+6%	+$19.7K	0.11%	76
2025 Q2	$370K	Buy	5,196 +10	+0.2%	+$712	0.12%	74
2025 Q1	$374K	Buy	5,186 +67	+1%	+$4.47K	0.13%	75
2024 Q4	$319K	Buy	5,119 +31	+0.6%	+$2.02K	0.11%	79
2024 Q3	$368K	Buy	5,088 +221	+5%	+$15.1K	0.13%	78
2024 Q2	$312K	Buy	4,867 +167	+4%	+$10.3K	0.13%	81
2024 Q1	$290K	Sell	4,700 -238	-5%	-$14.3K	0.12%	82
2023 Q4	$291K	Buy	4,938 +384	+8%	+$21.8K	0.14%	83
2023 Q3	$257K	Buy	4,554 +61	+1%	+$3.66K	0.13%	86
2023 Q2	$273K	Buy	4,493 +12	+0.3%	+$747	0.14%	83
2023 Q1	$280K	Sell	4,481 -3,235	-42%	-$196K	0.15%	77
2022 Q4	$491K	Sell	7,716 -10	-0.1%	-$604	0.33%	40
2022 Q3	$433K	Buy	7,726 +773	+11%	+$48K	0.32%	48
2022 Q2	$440K	Buy	+6,953	New	+$441K	0.34%	48

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Joule Financial's KO Position: Q2 2026 in Review

Joule Financial reduced its Coca-Cola (KO) stake by 0.89% in Q2 2026, selling an estimated $3.87K and leaving 5,465 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #67.

Joule Financial first reported a position in KO in Q2 2022 and has held it in 17 quarters since. The position peaked at $491K in Q4 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Joule Financial held 5,465 shares of Coca-Cola worth $447K as of Q2 2026.
Joule Financial sold 49 Coca-Cola shares in Q2 2026, an estimated $3.87K.
Coca-Cola made up 0.12% of Joule Financial's portfolio in Q2 2026, its #67 holding.
Joule Financial first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
Joule Financial's Coca-Cola position peaked at $491K in Q4 2022.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.