LJAC
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L.J. Altfest & Co’s Coca-Cola KO Stock Holding History

L.J. Altfest & Co’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 		$1.32M Sell
16,291
-10,922
-40% -$863K 0.13% 118
2026
Q1 		$2.07M Sell
27,213
-1,717
-6% -$130K 0.22% 83
2025
Q4 		$2.02M Buy
28,930
+12,722
+78% +$887K 0.22% 82
2025
Q3 		$1.07M Buy
16,208
+19
+0.1% +$1.31K 0.12% 121
2025
Q2 		$1.15M Sell
16,189
-139
-0.9% -$9.9K 0.14% 114
2025
Q1 		$1.17M Sell
16,328
-108
-0.7% -$7.21K 0.15% 112
2024
Q4 		$1.02M Sell
16,436
-9,429
-36% -$615K 0.13% 111
2024
Q3 		$1.86M Buy
25,865
+9,592
+59% +$657K 0.25% 71
2024
Q2 		$1.04M Buy
16,273
+72
+0.4% +$4.46K 0.14% 113
2024
Q1 		$991K Buy
16,201
+982
+6% +$59K 0.14% 121
2023
Q4 		$897K Buy
15,219
+418
+3% +$23.7K 0.13% 124
2023
Q3 		$829K Sell
14,801
-159
-1% -$9.54K 0.13% 126
2023
Q2 		$901K Sell
14,960
-397
-3% -$24.7K 0.14% 120
2023
Q1 		$953K Sell
15,357
-201
-1% -$12.2K 0.15% 102
2022
Q4 		$990K Sell
15,558
-71
-0.5% -$4.29K 0.16% 99
2022
Q3 		$876K Buy
15,629
+61
+0.4% +$3.79K 0.16% 96
2022
Q2 		$979K Buy
15,568
+847
+6% +$53.7K 0.18% 94
2022
Q1 		$913K Sell
14,721
-12,289
-45% -$747K 0.16% 100
2021
Q4 		$1.6M Buy
27,010
+10,569
+64% +$589K 0.31% 65
2021
Q3 		$863K Sell
16,441
-15
-0.1% -$836 0.18% 94
2021
Q2 		$890K Buy
16,456
+371
+2% +$20.2K 0.19% 92
2021
Q1 		$848K Sell
16,085
-696
-4% -$35K 0.2% 93
2020
Q4 		$920K Sell
16,781
-1,395
-8% -$72.1K 0.23% 82
2020
Q3 		$897K Sell
18,176
-400
-2% -$19.2K 0.24% 75
2020
Q2 		$830K Sell
18,576
-17,209
-48% -$793K 0.24% 74
2020
Q1 		$1.58M Buy
35,785
+15,494
+76% +$837K 0.5% 34
2019
Q4 		$1.12M Sell
20,291
-75
-0.4% -$4.03K 0.28% 54
2019
Q3 		$1.11M Sell
20,366
-307
-1% -$16.4K 0.29% 54
2019
Q2 		$1.05M Sell
20,673
-32,804
-61% -$1.61M 0.28% 59
2019
Q1 		$2.49M Buy
53,477
+33,588
+169% +$1.57M 0.61% 28
2018
Q4 		$942K Sell
19,889
-101
-0.5% -$4.83K 0.26% 57
2018
Q3 		$923K Buy
19,990
+105
+0.5% +$4.8K 0.27% 67
2018
Q2 		$872K Sell
19,885
-1,107
-5% -$47.8K 0.32% 65
2018
Q1 		$912K Sell
20,992
-674
-3% -$30.3K 0.39% 59
2017
Q4 		$994K Sell
21,666
-546
-2% -$25.1K 0.38% 61
2017
Q3 		$1M Buy
22,212
+153
+0.7% +$6.96K 0.49% 54
2017
Q2 		$989K Sell
22,059
-379
-2% -$16.7K 0.6% 51
2017
Q1 		$952K Buy
22,438
+88
+0.4% +$3.67K 0.38% 61
2016
Q4 		$927K Buy
22,350
+779
+4% +$32.4K 0.46% 64
2016
Q3 		$913K Buy
21,571
+284
+1% +$12.4K 0.61% 55
2016
Q2 		$965K Sell
21,287
-4,206
-16% -$190K 0.67% 55
2016
Q1 		$1.18M Sell
25,493
-489
-2% -$21.3K 1.22% 34
2015
Q4 		$1.12M Sell
25,982
-314
-1% -$13.3K 1.09% 36
2015
Q3 		$1.05M Buy
26,296
+218
+0.8% +$8.73K 1.04% 39
2015
Q2 		$1.02M Buy
26,078
+1,238
+5% +$50.4K 0.94% 47
2015
Q1 		$1.01M Buy
24,840
+2,121
+9% +$88.7K 0.94% 42
2014
Q4 		$959K Sell
22,719
-33
-0.1% -$1.41K 0.78% 50
2014
Q3 		$978K Buy
22,752
+9
+0% +$372 0.96% 48
2014
Q2 		$958K Sell
22,743
-214
-0.9% -$8.68K 0.94% 49
2014
Q1 		$887K Sell
22,957
-936
-4% -$36.2K 0.82% 50
2013
Q4 		$987K Buy
+23,893
New +$942K 0.84% 47

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

L.J. Altfest & Co's KO Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Coca-Cola (KO) stake by 40% in Q2 2026, selling an estimated $863K and leaving 16,291 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #118.

L.J. Altfest & Co first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.49M in Q1 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • L.J. Altfest & Co held 16,291 shares of Coca-Cola worth $1.32M as of Q2 2026.
  • L.J. Altfest & Co sold 10,922 Coca-Cola shares in Q2 2026, an estimated $863K.
  • Coca-Cola made up 0.13% of L.J. Altfest & Co's portfolio in Q2 2026, its #118 holding.
  • L.J. Altfest & Co first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • L.J. Altfest & Co's Coca-Cola position peaked at $2.49M in Q1 2019.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.