Laffer Tengler Investments’s Coca-Cola KO Stock Holding History

Laffer Tengler Investments’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	$278K	Hold	3,419	–	–	0.04%	160
2026 Q1	$260K	Sell	3,419 -66	-2%	-$4.99K	0.04%	168
2025 Q4	$244K	Sell	3,485 -628	-15%	-$43.8K	0.04%	161
2025 Q3	$273K	Sell	4,113 -4,174	-50%	-$287K	0.04%	145
2025 Q2	$586K	Buy	8,287 +4,143	+100%	+$295K	0.1%	116
2025 Q1	$297K	Hold	4,144	–	–	0.06%	111
2024 Q4	$258K	Sell	4,144 -3,514	-46%	-$229K	0.05%	124
2024 Q3	$550K	Buy	7,658 +1	+0%	+$68	0.11%	116
2024 Q2	$487K	Buy	7,657 +1	+0%	+$62	0.11%	119
2024 Q1	$468K	Buy	7,656 +4,164	+119%	+$250K	0.12%	111
2023 Q4	$206K	Sell	3,492 -527	-13%	-$29.9K	0.05%	143
2023 Q3	$225K	Sell	4,019 -47,178	-92%	-$2.83M	0.07%	129
2023 Q2	$3.08M	Buy	51,197 +1,140	+2%	+$70.9K	0.82%	43
2023 Q1	$3.11M	Sell	50,057 -6,248	-11%	-$378K	0.84%	43
2022 Q4	$3.58M	Buy	56,305 +13,062	+30%	+$789K	1.03%	29
2022 Q3	$2.42M	Buy	43,243 +4,456	+11%	+$277K	0.89%	42
2022 Q2	$2.44M	Sell	38,787 -17,822	-31%	-$1.13M	0.86%	46
2022 Q1	$3.51M	Buy	56,609 +17,559	+45%	+$1.07M	1.06%	20
2021 Q4	$2.31M	Sell	39,050 -108	-0.3%	-$6.01K	0.67%	60
2021 Q3	$2.05M	Buy	39,158 +10,732	+38%	+$598K	0.59%	68
2021 Q2	$1.54M	Sell	28,426 -1,568	-5%	-$85.3K	0.58%	70
2021 Q1	$1.58M	Buy	29,994 +2,501	+9%	+$126K	0.6%	65
2020 Q4	$1.5M	Sell	27,493 -454	-2%	-$23.5K	0.63%	59
2020 Q3	$1.38M	Buy	27,947 +934	+3%	+$44.9K	0.69%	58
2020 Q2	$1.21M	Buy	27,013 +5,188	+24%	+$239K	0.69%	54
2020 Q1	$966K	Buy	21,825 +2,373	+12%	+$128K	0.75%	55
2019 Q4	$1.08M	Buy	19,452 +19,333	+16,246%	+$1.04M	0.72%	53
2019 Q3	$6.48K	Buy	+119	New	+$6.37K	0.01%	103
2017 Q1	–	Sell	-20,909	Closed	-$867K	–	215
2016 Q4	$867K	Sell	20,909 -81,095	-80%	-$3.37M	0.23%	171
2016 Q3	$4.32M	Buy	102,004 +1,047	+1%	+$45.9K	1.2%	11
2016 Q2	$4.58M	Sell	100,957 -23,659	-19%	-$1.07M	1.3%	9
2016 Q1	$5.78M	Buy	+124,616	New	+$5.42M	1.56%	2
2015 Q4	–	Hold	0	–	–	–	3
2015 Q3	–	Sell	-157,422	Closed	-$6.3M	–	2
2015 Q2	$6.18M	Sell	157,422 -158,499	-50%	-$6.45M	1.5%	4
2015 Q1	$12.8M	Buy	+315,921	New	+$13.2M	1.79%	15
2014 Q4	–	Sell	-286,739	Closed	-$12.2M	–	11
2014 Q3	$12.2M	Buy	286,739 +33,909	+13%	+$1.4M	1.81%	11
2014 Q2	$10.7M	Buy	252,830 +31,345	+14%	+$1.27M	1.65%	13
2014 Q1	$8.56M	Buy	221,485 +470	+0.2%	+$18.2K	1.38%	21
2013 Q4	$9.13M	Buy	+221,015	New	+$8.72M	1.51%	6
2013 Q3	–	Sell	-147,876	Closed	-$5.85M	–	19
2013 Q2	$5.93M	Buy	+147,876	New	+$6.12M	1.16%	20

Other funds holding KO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Laffer Tengler Investments's KO Position: Q2 2026 in Review

Laffer Tengler Investments held its Coca-Cola (KO) position steady in Q2 2026 at 3,419 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #160.

Laffer Tengler Investments first reported a position in KO in Q2 2013 and has held it in 39 quarters since. The position peaked at $12.8M in Q1 2015. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Laffer Tengler Investments held 3,419 shares of Coca-Cola worth $278K as of Q2 2026.
Laffer Tengler Investments left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.04% of Laffer Tengler Investments's portfolio in Q2 2026, its #160 holding.
Laffer Tengler Investments first reported a position in Coca-Cola in Q2 2013 and has held it in 39 quarters since.
Laffer Tengler Investments's Coca-Cola position peaked at $12.8M in Q1 2015.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.