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Leavell Investment Management’s Coca-Cola KO Stock Holding History

Leavell Investment 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 		$6.23M Buy
76,168
+4,068
+6% +$321K 0.23% 115
2026
Q1 		$5.52M Buy
72,100
+25
+0% +$1.89K 0.23% 112
2025
Q4 		$5.04M Sell
72,075
-557
-0.8% -$38.8K 0.21% 116
2025
Q3 		$4.86M Sell
72,632
-4,117
-5% -$283K 0.2% 118
2025
Q2 		$5.47M Sell
76,749
-383
-0.5% -$27.3K 0.25% 101
2025
Q1 		$5.56M Buy
77,132
+956
+1% +$63.8K 0.28% 90
2024
Q4 		$4.74M Buy
76,176
+944
+1% +$61.6K 0.23% 100
2024
Q3 		$5.44M Buy
75,232
+6,700
+10% +$459K 0.27% 89
2024
Q2 		$4.39M Sell
68,532
-849
-1% -$52.6K 0.24% 95
2024
Q1 		$4.28M Sell
69,381
-302
-0.4% -$18.1K 0.25% 101
2023
Q4 		$4.11M Buy
69,683
+153
+0.2% +$8.69K 0.26% 99
2023
Q3 		$3.92M Sell
69,530
-656
-0.9% -$39.3K 0.27% 93
2023
Q2 		$4.26M Buy
70,186
+725
+1% +$45.1K 0.29% 90
2023
Q1 		$4.34M Sell
69,461
-4,128
-6% -$250K 0.31% 86
2022
Q4 		$4.68M Buy
73,589
+2,542
+4% +$153K 0.35% 81
2022
Q3 		$4.01M Buy
71,047
+2,707
+4% +$168K 0.32% 91
2022
Q2 		$4.33M Sell
68,340
-535
-0.8% -$33.9K 0.33% 87
2022
Q1 		$4.3M Sell
68,875
-23
-0% -$1.4K 0.3% 93
2021
Q4 		$4.08M Sell
68,898
-725
-1% -$40.4K 0.27% 99
2021
Q3 		$3.69M Sell
69,623
-11,691
-14% -$652K 0.27% 102
2021
Q2 		$4.32M Hold
81,314
– – 0.35% 87
2021
Q1 		$4.32M Sell
81,314
-2,023
-2% -$102K 0.35% 87
2020
Q4 		$4.57M Sell
83,337
-6,921
-8% -$358K 0.39% 74
2020
Q3 		$4.49M Sell
90,258
-337
-0.4% -$16.2K 0.39% 72
2020
Q2 		$4.08M Buy
90,595
+764
+0.9% +$35.2K 0.4% 75
2020
Q1 		$4.01M Buy
89,831
+1,448
+2% +$78.2K 0.46% 65
2019
Q4 		$4.89M Buy
88,383
+104
+0.1% +$5.59K 0.46% 64
2019
Q3 		$4.84M Buy
88,279
+2,418
+3% +$129K 0.5% 58
2019
Q2 		$4.41M Sell
85,861
-455
-0.5% -$22.3K 0.46% 60
2019
Q1 		$4.08M Buy
86,316
+5,786
+7% +$271K 0.46% 66
2018
Q4 		$3.81M Sell
80,530
-2,124
-3% -$102K 0.48% 62
2018
Q3 		$3.85M Buy
82,654
+2,355
+3% +$108K 0.41% 72
2018
Q2 		$3.55M Sell
80,299
-954
-1% -$41.2K 0.4% 72
2018
Q1 		$3.56M Sell
81,253
-274
-0.3% -$12.3K 0.41% 69
2017
Q4 		$3.74M Sell
81,527
-200
-0.2% -$9.19K 0.44% 70
2017
Q3 		$3.68M Sell
81,727
-1,374
-2% -$62.5K 0.45% 67
2017
Q2 		$3.73M Sell
83,101
-1,040
-1% -$46K 0.47% 61
2017
Q1 		$3.57M Sell
84,141
-10,207
-11% -$426K 0.46% 63
2016
Q4 		$3.91M Sell
94,348
-1,162
-1% -$48.4K 0.54% 49
2016
Q3 		$4.04M Buy
95,510
+80
+0.1% +$3.51K 0.6% 46
2016
Q2 		$4.33M Buy
95,430
+2,600
+3% +$117K 0.64% 42
2016
Q1 		$4.31M Sell
92,830
-1,891
-2% -$82.3K 0.65% 35
2015
Q4 		$4.07M Buy
94,721
+66
+0.1% +$2.8K 0.6% 37
2015
Q3 		$3.8M Sell
94,655
-2,721
-3% -$109K 0.6% 34
2015
Q2 		$3.82M Buy
97,376
+8,200
+9% +$334K 0.59% 41
2015
Q1 		$3.62M Sell
89,176
-1,150
-1% -$48.1K 0.55% 43
2014
Q4 		$3.81M Sell
90,326
-1,807
-2% -$77.2K 0.59% 36
2014
Q3 		$3.93M Buy
92,133
+212
+0.2% +$8.77K 0.62% 35
2014
Q2 		$3.89M Sell
91,921
-6,172
-6% -$250K 0.62% 38
2014
Q1 		$3.79M Sell
98,093
-12,666
-11% -$489K 0.63% 35
2013
Q4 		$4.58M Sell
110,759
-1,300
-1% -$51.3K 0.77% 29
2013
Q3 		$4.24M Sell
112,059
-3,000
-3% -$119K 0.76% 31
2013
Q2 		$4.62M Buy
+115,059
New +$4.76M 0.86% 24

Other funds holding KO

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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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

Leavell Investment Management's KO Position: Q2 2026 in Review

Leavell Investment Management increased its Coca-Cola (KO) stake by 5.6% in Q2 2026, buying an estimated $321K and bringing the position to 76,168 shares worth $6.23M. The position accounts for 0.23% of the portfolio, ranked #115.

Leavell Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Leavell Investment Management held 76,168 shares of Coca-Cola worth $6.23M as of Q2 2026.
  • Leavell Investment Management bought 4,068 Coca-Cola shares in Q2 2026, an estimated $321K.
  • Coca-Cola made up 0.23% of Leavell Investment Management's portfolio in Q2 2026, its #115 holding.
  • Leavell Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.