Laurie J. Hall Trustee’s Coca-Cola KO Stock Holding History

Laurie J. Hall Trustee’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	$426K	Hold	5,240	–	–	0.13%	78
2026 Q1	$399K	Hold	5,240	–	–	0.14%	81
2025 Q4	$366K	Sell	5,240 -710	-12%	-$49.5K	0.12%	82
2025 Q3	$395K	Hold	5,950	–	–	0.13%	85
2025 Q2	$421K	Sell	5,950 -200	-3%	-$14.2K	0.14%	86
2025 Q1	$440K	Sell	6,150 -100	-2%	-$6.68K	0.16%	85
2024 Q4	$389K	Sell	6,250 -300	-5%	-$19.6K	0.13%	95
2024 Q3	$471K	Buy	6,550 +2,500	+62%	+$171K	0.15%	88
2024 Q2	$258K	Hold	4,050	–	–	0.09%	102
2024 Q1	$248K	Sell	4,050 -200	-5%	-$12K	0.09%	102
2023 Q4	$250K	Hold	4,250	–	–	0.1%	101
2023 Q3	$238K	Hold	4,250	–	–	0.1%	93
2023 Q2	$256K	Hold	4,250	–	–	0.1%	91
2023 Q1	$264K	Sell	4,250 -200	-4%	-$12.1K	0.11%	90
2022 Q4	$283K	Hold	4,450	–	–	0.13%	87
2022 Q3	$249K	Hold	4,450	–	–	0.12%	86
2022 Q2	$280K	Sell	4,450 -150	-3%	-$9.51K	0.13%	86
2022 Q1	$285K	Sell	4,600 -150	-3%	-$9.12K	0.11%	95
2021 Q4	$282K	Hold	4,750	–	–	0.1%	97
2021 Q3	$249K	Hold	4,750	–	–	0.1%	100
2021 Q2	$257K	Hold	4,750	–	–	0.1%	100
2021 Q1	$250K	Sell	4,750 -295	-6%	-$14.8K	0.1%	105
2020 Q4	$277K	Hold	5,045	–	–	0.11%	96
2020 Q3	$250K	Buy	+5,045	New	+$243K	0.11%	96
2019 Q4	$290K	Buy	5,235 +400	+8%	+$21.5K	0.13%	93
2019 Q3	$263K	Hold	4,835	–	–	0.13%	98
2019 Q2	$247K	Hold	4,835	–	–	0.13%	97
2019 Q1	$227K	Hold	4,835	–	–	0.12%	100
2018 Q4	$240K	Hold	4,835	–	–	0.13%	96
2018 Q3	$223K	Hold	4,835	–	–	0.12%	104
2018 Q2	$212K	Hold	4,835	–	–	0.12%	100
2018 Q1	$210K	Hold	4,835	–	–	0.13%	92
2017 Q4	$222K	Hold	4,835	–	–	0.13%	99
2017 Q3	$218K	Hold	4,835	–	–	0.14%	85
2017 Q2	$217K	Sell	4,835 -1,750	-27%	-$77.3K	0.14%	88
2017 Q1	$280K	Sell	6,585 -2,320	-26%	-$96.8K	0.18%	81
2016 Q4	$372K	Buy	+8,905	New	+$371K	0.24%	69
2016 Q2	$406K	Hold	8,905	–	–	0.26%	66
2016 Q1	$397K	Sell	8,905 -65	-0.7%	-$2.83K	0.25%	67
2015 Q4	$389K	Buy	8,970 +65	+0.7%	+$2.76K	0.28%	64
2015 Q3	$357K	Hold	8,905	–	–	0.29%	65
2015 Q2	$349K	Hold	8,905	–	–	0.25%	71
2015 Q1	$361K	Hold	8,905	–	–	0.26%	67
2014 Q4	$375K	Hold	8,905	–	–	0.27%	65
2014 Q3	$380K	Hold	8,905	–	–	0.29%	62
2014 Q2	$378K	Hold	8,905	–	–	0.28%	60
2014 Q1	$345K	Sell	8,905 -3,625	-29%	-$140K	0.27%	65
2013 Q4	$518K	Hold	12,530	–	–	0.4%	56
2013 Q3	$474K	Hold	12,530	–	–	0.4%	53
2013 Q2	$502K	Buy	+12,530	New	+$519K	0.44%	51

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Laurie J. Hall Trustee's KO Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Coca-Cola (KO) position steady in Q2 2026 at 5,240 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #78.

Laurie J. Hall Trustee first reported a position in KO in Q2 2013 and has held it in 50 quarters since. The position peaked at $518K in Q4 2013. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Laurie J. Hall Trustee held 5,240 shares of Coca-Cola worth $426K as of Q2 2026.
Laurie J. Hall Trustee left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.13% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #78 holding.
Laurie J. Hall Trustee first reported a position in Coca-Cola in Q2 2013 and has held it in 50 quarters since.
Laurie J. Hall Trustee's Coca-Cola position peaked at $518K in Q4 2013.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.