Kuhn & Co Investment Counsel’s Coca-Cola KO Stock Holding History

Kuhn & Co Investment Counsel’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	$492K	Buy	6,050 +1,301	+27%	+$103K	0.28%	84
2026 Q1	$361K	Buy	4,749 +90	+2%	+$6.8K	0.23%	99
2025 Q4	$326K	Sell	4,659 -118	-2%	-$8.23K	0.22%	107
2025 Q3	$317K	Sell	4,777 -52	-1%	-$3.58K	0.25%	100
2025 Q2	$342K	Buy	4,829 +1	+0%	+$71	0.26%	106
2025 Q1	$346K	Hold	4,828	–	–	0.29%	99
2024 Q4	$301K	Buy	4,828 +3	+0.1%	+$196	0.26%	108
2024 Q3	$347K	Buy	4,825 +1	+0%	+$68	0.3%	98
2024 Q2	$307K	Buy	4,824 +1	+0%	+$62	0.28%	106
2024 Q1	$295K	Hold	4,823	–	–	0.28%	103
2023 Q4	$284K	Buy	+4,823	New	+$274K	0.29%	100

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Kuhn & Co Investment Counsel's KO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Coca-Cola (KO) stake by 27% in Q2 2026, buying an estimated $103K and bringing the position to 6,050 shares worth $492K. The position accounts for 0.28% of the portfolio, ranked #84.

Kuhn & Co Investment Counsel first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kuhn & Co Investment Counsel held 6,050 shares of Coca-Cola worth $492K as of Q2 2026.
Kuhn & Co Investment Counsel bought 1,301 Coca-Cola shares in Q2 2026, an estimated $103K.
Coca-Cola made up 0.28% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #84 holding.
Kuhn & Co Investment Counsel first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.