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Leelyn Smith’s Coca-Cola KO Stock Holding History

Leelyn Smith’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 		$3.87M Buy
47,615
+181
+0.4% +$14.3K 0.47% 58
2026
Q1 		$3.61M Buy
47,434
+2,467
+5% +$187K 0.51% 55
2025
Q4 		$3.14M Buy
44,967
+576
+1% +$40.2K 0.45% 54
2025
Q3 		$2.94M Buy
44,391
+1,429
+3% +$98.4K 0.44% 62
2025
Q2 		$3.04M Buy
42,962
+869
+2% +$61.9K 0.5% 49
2025
Q1 		$3.01M Sell
42,093
-378
-0.9% -$25.2K 0.54% 46
2024
Q4 		$2.64M Buy
42,471
+241
+0.6% +$15.7K 0.47% 57
2024
Q3 		$3.03M Buy
42,230
+420
+1% +$28.8K 0.55% 48
2024
Q2 		$2.66M Sell
41,810
-86
-0.2% -$5.32K 0.51% 49
2024
Q1 		$2.56M Sell
41,896
-254
-0.6% -$15.3K 0.51% 56
2023
Q4 		$2.48M Sell
42,150
-81
-0.2% -$4.6K 0.54% 50
2023
Q3 		$2.36M Buy
42,231
+757
+2% +$45.4K 0.58% 51
2023
Q2 		$2.5M Sell
41,474
-1,915
-4% -$119K 0.6% 47
2023
Q1 		$2.69M Buy
43,389
+535
+1% +$32.4K 0.69% 43
2022
Q4 		$2.73M Buy
42,854
+3,773
+10% +$228K 0.75% 40
2022
Q3 		$2.19M Sell
39,081
-40,445
-51% -$2.51M 0.76% 39
2022
Q2 		$5M Buy
79,526
+40,788
+105% +$2.59M 1.3% 21
2022
Q1 		$2.4M Buy
38,738
+423
+1% +$25.7K 0.63% 45
2021
Q4 		$2.27M Sell
38,315
-231
-0.6% -$12.9K 0.61% 44
2021
Q3 		$2.02M Buy
38,546
+212
+0.6% +$11.8K 0.59% 48
2021
Q2 		$2.07M Buy
38,334
+724
+2% +$39.4K 0.61% 48
2021
Q1 		$1.98M Buy
37,610
+2,350
+7% +$118K 0.59% 50
2020
Q4 		$1.93M Buy
35,260
+1,921
+6% +$99.3K 0.62% 45
2020
Q3 		$1.65M Buy
33,339
+388
+1% +$18.7K 0.58% 47
2020
Q2 		$1.47M Sell
32,951
-49
-0.1% -$2.26K 0.61% 43
2020
Q1 		$1.46M Buy
33,000
+3,664
+12% +$198K 0.78% 33
2019
Q4 		$1.62K Buy
+29,336
New +$1.58M 0.78% 30

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Leelyn Smith's KO Position: Q2 2026 in Review

Leelyn Smith increased its Coca-Cola (KO) stake by 0.38% in Q2 2026, buying an estimated $14.3K and bringing the position to 47,615 shares worth $3.87M. The position accounts for 0.47% of the portfolio, ranked #58.

Leelyn Smith first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5M in Q2 2022. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Leelyn Smith held 47,615 shares of Coca-Cola worth $3.87M as of Q2 2026.
  • Leelyn Smith bought 181 Coca-Cola shares in Q2 2026, an estimated $14.3K.
  • Coca-Cola made up 0.47% of Leelyn Smith's portfolio in Q2 2026, its #58 holding.
  • Leelyn Smith first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Leelyn Smith's Coca-Cola position peaked at $5M in Q2 2022.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.