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Kathmere Capital Management’s Coca-Cola KO Stock Holding History

Kathmere Capital 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 		$1.89M Buy
23,242
+3,098
+15% +$245K 0.1% 148
2026
Q1 		$1.53M Buy
20,144
+5,222
+35% +$395K 0.09% 145
2025
Q4 		$1.04M Buy
14,922
+1,044
+8% +$72.8K 0.07% 183
2025
Q3 		$920K Buy
13,878
+2,660
+24% +$183K 0.07% 182
2025
Q2 		$794K Buy
11,218
+1,802
+19% +$128K 0.06% 192
2025
Q1 		$674K Buy
9,416
+1,921
+26% +$128K 0.06% 195
2024
Q4 		$467K Buy
7,495
+1,141
+18% +$74.5K 0.04% 241
2024
Q3 		$457K Buy
6,354
+749
+13% +$51.3K 0.04% 217
2024
Q2 		$357K Buy
5,605
+683
+14% +$42.3K 0.04% 232
2024
Q1 		$301K Buy
4,922
+648
+15% +$38.9K 0.03% 233
2023
Q4 		$252K Buy
4,274
+633
+17% +$36K 0.03% 236
2023
Q3 		$204K Sell
3,641
-1,249
-26% -$74.9K 0.03% 247
2023
Q2 		$295K Buy
4,890
+1,045
+27% +$65K 0.05% 169
2023
Q1 		$239K Buy
3,845
+538
+16% +$32.6K 0.04% 179
2022
Q4 		$210K Buy
+3,307
New +$200K 0.04% 179
2022
Q3 		– Sell
-4,006
Closed -$252K – 184
2022
Q2 		$252K Buy
4,006
+176
+5% +$11.2K 0.05% 144
2022
Q1 		$237K Buy
+3,830
New +$233K 0.04% 153
2021
Q1 		– Sell
-2,791
Closed -$153K – 288
2020
Q4 		$153K Sell
2,791
-30
-1% -$1.55K 0.03% 146
2020
Q3 		$139K Buy
+2,821
New +$136K 0.03% 140

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

Kathmere Capital Management's KO Position: Q2 2026 in Review

Kathmere Capital Management increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $245K and bringing the position to 23,242 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #148.

Kathmere Capital Management first reported a position in KO in Q3 2020 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kathmere Capital Management held 23,242 shares of Coca-Cola worth $1.89M as of Q2 2026.
  • Kathmere Capital Management bought 3,098 Coca-Cola shares in Q2 2026, an estimated $245K.
  • Coca-Cola made up 0.1% of Kathmere Capital Management's portfolio in Q2 2026, its #148 holding.
  • Kathmere Capital Management first reported a position in Coca-Cola in Q3 2020 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.