Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Coca-Cola KO Stock Holding History

Kayne Anderson Rudnick 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
Q1 		$11.5M Sell
151,421
-8,710
-5% -$658K 0.03% 220
2025
Q4 		$11.2M Sell
160,131
-6,697
-4% -$467K 0.03% 226
2025
Q3 		$11.1M Buy
166,828
+1,475
+0.9% +$102K 0.03% 228
2025
Q2 		$11.7M Sell
165,353
-445
-0.3% -$31.7K 0.03% 222
2025
Q1 		$11.9M Buy
165,798
+3,102
+2% +$207K 0.03% 227
2024
Q4 		$10.1M Sell
162,696
-9,958
-6% -$650K 0.02% 235
2024
Q3 		$12.4M Sell
172,654
-20,975
-11% -$1.44M 0.03% 225
2024
Q2 		$12.3M Sell
193,629
-40,816
-17% -$2.53M 0.03% 231
2024
Q1 		$14.3M Sell
234,445
-10,234
-4% -$615K 0.03% 228
2023
Q4 		$14.4M Sell
244,679
-16,029
-6% -$910K 0.04% 221
2023
Q3 		$14.6M Sell
260,708
-10,158
-4% -$609K 0.04% 214
2023
Q2 		$16.3M Sell
270,866
-5,687
-2% -$354K 0.05% 212
2023
Q1 		$17.2M Sell
276,553
-1,924
-0.7% -$116K 0.05% 205
2022
Q4 		$17.7M Sell
278,477
-5,633
-2% -$340K 0.06% 204
2022
Q3 		$15.9M Buy
284,110
+8,256
+3% +$513K 0.05% 204
2022
Q2 		$17.4M Sell
275,854
-28,642
-9% -$1.82M 0.05% 193
2022
Q1 		$18.9M Buy
304,496
+7,280
+2% +$443K 0.05% 197
2021
Q4 		$17.6M Sell
297,216
-158
-0.1% -$8.8K 0.04% 211
2021
Q3 		$15.6M Sell
297,374
-13,503
-4% -$753K 0.04% 203
2021
Q2 		$16.8M Buy
310,877
+2,295
+0.7% +$125K 0.04% 202
2021
Q1 		$16.3M Buy
308,582
+1,649
+0.5% +$83K 0.04% 196
2020
Q4 		$16.8M Buy
306,933
+20,580
+7% +$1.06M 0.05% 194
2020
Q3 		$14.1M Buy
286,353
+132,755
+86% +$6.38M 0.05% 191
2020
Q2 		$6.86M Buy
153,598
+29,912
+24% +$1.38M 0.03% 209
2020
Q1 		$5.47M Buy
123,686
+47,355
+62% +$2.56M 0.03% 209
2019
Q4 		$4.22M Sell
76,331
-177,261
-70% -$9.53M 0.02% 232
2019
Q3 		$13.8M Buy
253,592
+3,197
+1% +$171K 0.07% 157
2019
Q2 		$12.8M Sell
250,395
-1,202
-0.5% -$58.9K 0.07% 157
2019
Q1 		$11.8M Buy
251,597
+961
+0.4% +$44.9K 0.07% 155
2018
Q4 		$11.9M Sell
250,636
-27,149
-10% -$1.3M 0.08% 149
2018
Q3 		$12.8M Sell
277,785
-4,539
-2% -$207K 0.08% 157
2018
Q2 		$12.4M Buy
282,324
+89,235
+46% +$3.85M 0.08% 161
2018
Q1 		$8.39M Buy
193,089
+42,879
+29% +$1.93M 0.06% 175
2017
Q4 		$6.89M Sell
150,210
-1,645
-1% -$75.6K 0.06% 188
2017
Q3 		$6.83M Buy
151,855
+142,482
+1,520% +$6.48M 0.06% 184
2017
Q2 		$420K Sell
9,373
-1,147
-11% -$50.7K ﹤0.01% 318
2017
Q1 		$446K Sell
10,520
-31
-0.3% -$1.29K ﹤0.01% 320
2016
Q4 		$437K Buy
10,551
+31
+0.3% +$1.29K 0.01% 311
2016
Q3 		$445K Hold
10,520
– – 0.01% 312
2016
Q2 		$477K Hold
10,520
– – 0.01% 304
2016
Q1 		$488K Hold
10,520
– – 0.01% 296
2015
Q4 		$452K Hold
10,520
– – 0.01% 305
2015
Q3 		$422K Sell
10,520
-200
-2% -$8.01K 0.01% 294
2015
Q2 		$421K Buy
10,720
+200
+2% +$8.13K 0.01% 279
2015
Q1 		$427K Hold
10,520
– – 0.01% 279
2014
Q4 		$444K Sell
10,520
-271,399
-96% -$11.6M 0.01% 285
2014
Q3 		$12M Sell
281,919
-449,620
-61% -$18.6M 0.21% 130
2014
Q2 		$31M Sell
731,539
-3,679
-0.5% -$149K 0.53% 56
2014
Q1 		$28.4M Sell
735,218
-7,591
-1% -$293K 0.5% 55
2013
Q4 		$30.7M Sell
742,809
-3,325
-0.4% -$131K 0.51% 56
2013
Q3 		$28.3M Sell
746,134
-12,824
-2% -$507K 0.53% 55
2013
Q2 		$30.4M Buy
+758,958
New +$31.4M 0.62% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's KO Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Coca-Cola (KO) stake by 5.4% in Q1 2026, selling an estimated $658K and leaving 151,421 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #220.

Kayne Anderson Rudnick Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q2 2014. 3,564 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 151,421 shares of Coca-Cola worth $11.5M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 8,710 Coca-Cola shares in Q1 2026, an estimated $658K.
  • Coca-Cola made up 0.03% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #220 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Kayne Anderson Rudnick Investment Management's Coca-Cola position peaked at $31M in Q2 2014.
  • 3,564 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.