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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$415K Buy
5,108
+45
+0.9% +$3.55K 0.18% 56
2026
Q1
$385K Buy
5,063
+200
+4% +$15.1K 0.18% 55
2025
Q4
$340K Sell
4,863
-277
-5% -$19.3K 0.14% 67
2025
Q3
$341K Buy
5,140
+96
+2% +$6.61K 0.15% 66
2025
Q2
$357K Sell
5,044
-250
-5% -$17.8K 0.15% 62
2025
Q1
$379K Sell
5,294
-401
-7% -$26.8K 0.19% 60
2024
Q4
$355K Sell
5,695
-137
-2% -$8.94K 0.17% 64
2024
Q3
$419K Sell
5,832
-215
-4% -$14.7K 0.22% 60
2024
Q2
$385K Buy
6,047
+294
+5% +$18.2K 0.21% 61
2024
Q1
$352K Buy
5,753
+2,329
+68% +$140K 0.22% 56
2023
Q4
$202K Sell
3,424
-43
-1% -$2.44K 0.12% 63
2023
Q3
$194K Buy
3,467
+689
+25% +$41.3K 0.16% 54
2023
Q2
$167K Hold
2,778
0.12% 62
2023
Q1
$172K Buy
2,778
+99
+4% +$5.99K 0.12% 73
2022
Q4
$170K Buy
2,679
+167
+7% +$10.1K 0.18% 61
2022
Q3
$141K Buy
2,512
+281
+13% +$17.5K 0.12% 72
2022
Q2
$140K Buy
2,231
+871
+64% +$55.2K 0.12% 66
2022
Q1
$84K Buy
1,360
+85
+7% +$5.17K 0.05% 95
2021
Q4
$75K Hold
1,275
0.04% 97
2021
Q3
$67K Hold
1,275
0.05% 98
2021
Q2
$69K Hold
1,275
0.05% 74
2021
Q1
$67K Sell
1,275
-44
-3% -$2.21K 0.09% 55
2020
Q4
$72K Hold
1,319
0.08% 56
2020
Q3
$65K Sell
1,319
-134
-9% -$6.45K 0.07% 58
2020
Q2
$65K Hold
1,453
0.08% 57
2020
Q1
$64K Sell
1,453
-127
-8% -$6.86K 0.08% 49
2019
Q4
$87K Sell
1,580
-109
-6% -$5.86K 0.09% 56
2019
Q3
$92K Buy
1,689
+51
+3% +$2.73K 0.1% 51
2019
Q2
$83K Buy
1,638
+81
+5% +$3.97K 0.09% 66
2019
Q1
$73K Sell
1,557
-397
-20% -$18.6K 0.07% 68
2018
Q4
$93K Buy
1,954
+80
+4% +$3.83K 0.12% 54
2018
Q3
$87K Buy
1,874
+499
+36% +$22.8K 0.09% 78
2018
Q2
$60K Buy
+1,375
New +$59.4K 0.07% 86
2015
Q3
Sell
-140
Closed -$5K 110
2015
Q2
$5K Hold
140
0.01% 93
2015
Q1
$6K Hold
140
0.01% 88
2014
Q4
$6K Buy
+140
New +$5.98K 0.01% 99
2013
Q4
Sell
-1,214
Closed -$46K 157
2013
Q3
$46K Buy
+1,214
New +$48K 0.13% 75

Other funds holding KO

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

Kessler Investment Group increased its Coca-Cola (KO) stake by 0.89% in Q2 2026, buying an estimated $3.55K and bringing the position to 5,108 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #56.

Kessler Investment Group first reported a position in KO in Q3 2013 and has held it in 37 quarters since. The position peaked at $419K in Q3 2024. 1,661 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kessler Investment Group held 5,108 shares of Coca-Cola worth $415K as of Q2 2026.
  • Kessler Investment Group bought 45 Coca-Cola shares in Q2 2026, an estimated $3.55K.
  • Coca-Cola made up 0.18% of Kessler Investment Group's portfolio in Q2 2026, its #56 holding.
  • Kessler Investment Group first reported a position in Coca-Cola in Q3 2013 and has held it in 37 quarters since.
  • Kessler Investment Group's Coca-Cola position peaked at $419K in Q3 2024.
  • 1,661 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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