Koshinski Asset Management
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Koshinski Asset Management’s Coca-Cola KO Stock Holding History

Koshinski Asset 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 		$3.48M Sell
42,841
-566
-1% -$44.7K 0.19% 118
2026
Q1 		$3.3M Sell
43,407
-732
-2% -$55.3K 0.21% 106
2025
Q4 		$3.09M Buy
44,139
+293
+0.7% +$20.4K 0.2% 113
2025
Q3 		$2.91M Buy
43,846
+3,833
+10% +$264K 0.2% 110
2025
Q2 		$2.83M Buy
40,013
+1,018
+3% +$72.5K 0.21% 102
2025
Q1 		$2.79M Buy
38,995
+7,988
+26% +$533K 0.24% 97
2024
Q4 		$1.93B Sell
31,007
-943
-3% -$61.6K 0.17% 127
2024
Q3 		$2.3M Sell
31,950
-1,142
-3% -$78.2K 0.2% 107
2024
Q2 		$2.07M Buy
33,092
+5,139
+18% +$318K 0.19% 115
2024
Q1 		$1.71M Buy
27,953
+1,242
+5% +$74.6K 0.18% 130
2023
Q4 		$1.57M Sell
26,711
-2,171
-8% -$123K 0.24% 113
2023
Q3 		$1.62M Sell
28,882
-209
-0.7% -$12.5K 0.19% 116
2023
Q2 		$1.75M Sell
29,091
-10,481
-26% -$652K 0.19% 121
2023
Q1 		$2.45M Buy
39,572
+831
+2% +$50.3K 0.24% 96
2022
Q4 		$2.46M Buy
38,741
+783
+2% +$47.3K 0.24% 104
2022
Q3 		$2.13M Buy
37,958
+412
+1% +$25.6K 0.25% 100
2022
Q2 		$2.36M Buy
37,546
+418
+1% +$26.5K 0.23% 113
2022
Q1 		$2.3M Buy
37,128
+37
+0.1% +$2.25K 0.19% 122
2021
Q4 		$2.2M Buy
37,091
+589
+2% +$32.8K 0.18% 124
2021
Q3 		$1.92M Buy
36,502
+11,272
+45% +$628K 0.17% 136
2021
Q2 		$1.36M Sell
25,230
-8,361
-25% -$455K 0.17% 141
2021
Q1 		$1.77M Buy
33,591
+1,157
+4% +$58.2K 0.19% 133
2020
Q4 		$1.78M Buy
32,434
+50
+0.2% +$2.58K 0.23% 112
2020
Q3 		$1.65K Buy
32,384
+2,795
+9% +$134K 0.22% 108
2020
Q2 		$1.32M Buy
29,589
+432
+1% +$19.9K 0.21% 120
2020
Q1 		$1.29M Buy
29,157
+1,892
+7% +$102K 0.27% 107
2019
Q4 		$1.51M Buy
27,265
+8,514
+45% +$458K 0.26% 116
2019
Q3 		$1.02M Buy
18,751
+1,321
+8% +$70.7K 0.71% 44
2019
Q2 		$888K Sell
17,430
-2,495
-13% -$122K 0.36% 85
2019
Q1 		$934 Sell
19,925
-1,579
-7% -$73.9K 0.25% 118
2018
Q4 		$1.02M Sell
21,504
-4,279
-17% -$205K 0.25% 125
2018
Q3 		$1.19M Buy
25,783
+14,650
+132% +$669K 0.17% 178
2018
Q2 		$488K Sell
11,133
-114
-1% -$4.92K 0.15% 206
2018
Q1 		$488K Sell
11,247
-5,351
-32% -$240K 0.15% 212
2017
Q4 		$762K Buy
16,598
+557
+3% +$25.6K 0.19% 186
2017
Q3 		$722K Buy
16,041
+884
+6% +$40.2K 0.24% 137
2017
Q2 		$680K Sell
15,157
-455
-3% -$20.1K 0.25% 130
2017
Q1 		$663K Buy
15,612
+7
+0% +$292 0.26% 119
2016
Q4 		$647K Buy
15,605
+33
+0.2% +$1.37K 0.32% 108
2016
Q3 		$659K Buy
15,572
+901
+6% +$39.5K 0.33% 102
2016
Q2 		$665K Buy
14,671
+313
+2% +$14.1K 0.36% 97
2016
Q1 		$666K Buy
14,358
+750
+6% +$32.6K 0.43% 83
2015
Q4 		$585K Sell
13,608
-454,409
-97% -$19.3M 0.41% 74
2015
Q3 		$710K Buy
468,017
+1,246
+0.3% +$49.9K 0.45% 58
2015
Q2 		$661K Buy
466,771
+453,838
+3,509% +$18.5M 0.42% 66
2015
Q1 		$524K Sell
12,933
-10,638
-45% -$445K 0.34% 82
2014
Q4 		$995K Buy
+23,571
New +$1.01M 0.56% 48

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Koshinski Asset Management's KO Position: Q2 2026 in Review

Koshinski Asset Management reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $44.7K and leaving 42,841 shares worth $3.48M. The position accounts for 0.19% of the portfolio, ranked #118.

Koshinski Asset Management first reported a position in KO in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.93B in Q4 2024. 1,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Koshinski Asset Management held 42,841 shares of Coca-Cola worth $3.48M as of Q2 2026.
  • Koshinski Asset Management sold 566 Coca-Cola shares in Q2 2026, an estimated $44.7K.
  • Coca-Cola made up 0.19% of Koshinski Asset Management's portfolio in Q2 2026, its #118 holding.
  • Koshinski Asset Management first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's Coca-Cola position peaked at $1.93B in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.