Lewis Asset Management’s Coca-Cola KO Stock Holding History

Lewis Asset 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	$1.36M	Buy	16,776 +112	+0.7%	+$8.85K	0.48%	53
2026 Q1	$1.27M	Buy	16,664 +704	+4%	+$53.2K	0.52%	48
2025 Q4	$1.12M	Buy	15,960 +99	+0.6%	+$6.9K	0.45%	54
2025 Q3	$1.05M	Buy	15,861 +2,145	+16%	+$148K	0.43%	56
2025 Q2	$970K	Buy	13,716 +8,611	+169%	+$613K	0.46%	56
2025 Q1	$366K	Buy	5,105 +233	+5%	+$15.6K	0.3%	84
2024 Q4	$303K	Buy	4,872 +644	+15%	+$42K	0.23%	98
2024 Q3	$304K	Buy	4,228 +617	+17%	+$42.3K	0.22%	106
2024 Q2	$230K	Buy	3,611 +200	+6%	+$12.4K	0.18%	110
2024 Q1	$209K	Buy	+3,411	New	+$205K	0.17%	109

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

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

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

Lewis Asset Management's KO Position: Q2 2026 in Review

Lewis Asset Management increased its Coca-Cola (KO) stake by 0.67% in Q2 2026, buying an estimated $8.85K and bringing the position to 16,776 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #53.

Lewis Asset Management first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,682 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lewis Asset Management held 16,776 shares of Coca-Cola worth $1.36M as of Q2 2026.
Lewis Asset Management bought 112 Coca-Cola shares in Q2 2026, an estimated $8.85K.
Coca-Cola made up 0.48% of Lewis Asset Management's portfolio in Q2 2026, its #53 holding.
Lewis Asset Management first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
1,682 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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