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KG&L Capital Management’s Coca-Cola KO Stock Holding History

KG&L 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
2025
Q4 		– Sell
-25,000
Closed -$217K – 233
2025
Q3 		$217K Buy
+25,000
New +$1.72M 0.06% 201
2019
Q1 		– Sell
-400
Closed -$6K – 118
2018
Q4 		$6K Buy
+400
New +$19.1K 0.01% 119

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KG&L Capital Management's KO Position: Q2 2026 in Review

KG&L Capital Management increased its Coca-Cola (KO) stake by 0.98% in Q2 2026, buying an estimated $3.16K and bringing the position to 4,109 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #107.

KG&L Capital Management first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q2 2025. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • KG&L Capital Management held 4,109 shares of Coca-Cola worth $334K as of Q2 2026.
  • KG&L Capital Management bought 40 Coca-Cola shares in Q2 2026, an estimated $3.16K.
  • Coca-Cola made up 0.2% of KG&L Capital Management's portfolio in Q2 2026, its #107 holding.
  • KG&L Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • KG&L Capital Management's Coca-Cola position peaked at $2.07M in Q2 2025.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.