Kennedy Investment Group’s Coca-Cola KO Stock Holding History

Kennedy Investment Group’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	$1.53M	Sell	18,765 -425	-2%	-$33.6K	0.52%	47
2026 Q1	$1.46M	Sell	19,190 -1,952	-9%	-$148K	0.57%	45
2025 Q4	$1.48M	Buy	21,142 +167	+0.8%	+$11.6K	0.56%	42
2025 Q3	$1.39M	Sell	20,975 -72	-0.3%	-$4.96K	0.55%	46
2025 Q2	$1.49M	Sell	21,047 -66	-0.3%	-$4.7K	0.63%	41
2025 Q1	$1.51M	Sell	21,113 -198	-0.9%	-$13.2K	0.7%	34
2024 Q4	$1.33M	Sell	21,311 -279	-1%	-$18.2K	0.6%	41
2024 Q3	$1.55M	Buy	21,590 +3	+0%	+$205	0.71%	34
2024 Q2	$1.37M	Sell	21,587 -529	-2%	-$32.7K	0.7%	33
2024 Q1	$1.35M	Sell	22,116 -25	-0.1%	-$1.5K	0.72%	39
2023 Q4	$1.3M	Buy	22,141 +598	+3%	+$34K	0.73%	35
2023 Q3	$1.21M	Buy	21,543 +163	+0.8%	+$9.78K	0.73%	36
2023 Q2	$1.29M	Buy	21,380 +41	+0.2%	+$2.55K	0.75%	38
2023 Q1	$1.32M	Sell	21,339 -127	-0.6%	-$7.69K	0.81%	36
2022 Q4	$1.37M	Buy	+21,466	New	+$1.3M	0.87%	33

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kennedy Investment Group's KO Position: Q2 2026 in Review

Kennedy Investment Group reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $33.6K and leaving 18,765 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #47.

Kennedy Investment Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kennedy Investment Group held 18,765 shares of Coca-Cola worth $1.53M as of Q2 2026.
Kennedy Investment Group sold 425 Coca-Cola shares in Q2 2026, an estimated $33.6K.
Coca-Cola made up 0.52% of Kennedy Investment Group's portfolio in Q2 2026, its #47 holding.
Kennedy Investment Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's Coca-Cola position peaked at $1.55M in Q3 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.