Lederer & Associates Investment Counsel’s Coca-Cola KO Stock Holding History

Lederer & Associates 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	$838K	Hold	10,317	–	–	0.55%	60
2026 Q1	$785K	Hold	10,317	–	–	0.56%	58
2025 Q4	$721K	Hold	10,317	–	–	0.48%	64
2025 Q3	$684K	Hold	10,317	–	–	0.44%	66
2025 Q2	$730K	Sell	10,317 -10,318	-50%	-$735K	0.48%	64
2025 Q1	$1.48M	Hold	20,635	–	–	1.08%	31
2024 Q4	$1.28M	Hold	20,635	–	–	0.9%	37
2024 Q3	$1.48M	Hold	20,635	–	–	1.04%	32
2024 Q2	$1.31M	Hold	20,635	–	–	0.95%	36
2024 Q1	$1.26M	Hold	20,635	–	–	0.88%	43
2023 Q4	$1.22M	Hold	20,635	–	–	0.9%	40
2023 Q3	$1.16M	Sell	20,635 -1,000	-5%	-$60K	0.92%	41
2023 Q2	$1.3M	Sell	21,635 -1,000	-4%	-$62.2K	0.98%	39
2023 Q1	$1.4M	Hold	22,635	–	–	1.08%	35
2022 Q4	$1.44M	Hold	22,635	–	–	1.18%	28
2022 Q3	$1.27M	Hold	22,635	–	–	1.07%	32
2022 Q2	$1.42M	Hold	22,635	–	–	1.1%	31
2022 Q1	$1.4M	Hold	22,635	–	–	0.86%	42
2021 Q4	$1.34M	Hold	22,635	–	–	0.78%	48
2021 Q3	$1.19M	Hold	22,635	–	–	0.77%	48
2021 Q2	$1.23M	Sell	22,635 -500	-2%	-$27.2K	0.82%	46
2021 Q1	$1.22M	Hold	23,135	–	–	0.86%	46
2020 Q4	$1.27M	Sell	23,135 -475	-2%	-$24.6K	0.97%	41
2020 Q3	$1.17M	Hold	23,610	–	–	0.97%	42
2020 Q2	$1.05M	Hold	23,610	–	–	0.99%	41
2020 Q1	$1.04M	Hold	23,610	–	–	1.18%	40
2019 Q4	$1.31M	Hold	23,610	–	–	1.14%	40
2019 Q3	$1.28M	Hold	23,610	–	–	1.23%	36
2019 Q2	$1.2M	Hold	23,610	–	–	1.1%	44
2019 Q1	$1.11M	Hold	23,610	–	–	1.03%	48
2018 Q4	$1.12M	Sell	23,610 -300	-1%	-$14.4K	1.2%	38
2018 Q3	$1.1M	Buy	23,910 +475	+2%	+$21.7K	0.93%	51
2018 Q2	$1.03M	Hold	23,435	–	–	0.93%	51
2018 Q1	$1.02M	Hold	23,435	–	–	0.92%	50
2017 Q4	$1.07M	Hold	23,435	–	–	0.96%	46
2017 Q3	$1.05M	Sell	23,435 -565	-2%	-$25.7K	1.01%	45
2017 Q2	$1.08M	Hold	24,000	–	–	1.04%	45
2017 Q1	$1.02M	Hold	24,000	–	–	0.96%	50
2016 Q4	$995K	Buy	+24,000	New	+$999K	0.99%	47
2015 Q3	$2.82M	Sell	70,385 -945	-1%	-$37.8K	3.14%	2
2015 Q2	$2.8M	Buy	71,330 +520	+0.7%	+$21.1K	2.87%	4
2015 Q1	$2.87M	Sell	70,810 -730	-1%	-$30.5K	2.8%	2
2014 Q4	$3.02M	Buy	+71,540	New	+$3.06M	2.99%	2

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

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

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lederer & Associates Investment Counsel's KO Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Coca-Cola (KO) position steady in Q2 2026 at 10,317 shares worth $838K. The position accounts for 0.55% of the portfolio, ranked #60.

Lederer & Associates Investment Counsel first reported a position in KO in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.02M in Q4 2014. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lederer & Associates Investment Counsel held 10,317 shares of Coca-Cola worth $838K as of Q2 2026.
Lederer & Associates Investment Counsel left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.55% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #60 holding.
Lederer & Associates Investment Counsel first reported a position in Coca-Cola in Q4 2014 and has held it in 43 quarters since.
Lederer & Associates Investment Counsel's Coca-Cola position peaked at $3.02M in Q4 2014.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.