Lindsell Train’s Coca-Cola KO Stock Holding History

Lindsell Train’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	$975K	Hold	12,000	–	–	0.04%	27
2026 Q1	$913K	Sell	12,000 -5,000	-29%	-$378K	0.03%	25
2025 Q4	$1.19M	Sell	17,000 -1,500	-8%	-$105K	0.03%	26
2025 Q3	$1.23M	Sell	18,500 -500	-3%	-$34.4K	0.03%	26
2025 Q2	$1.34M	Sell	19,000 -2,100	-10%	-$150K	0.03%	24
2025 Q1	$1.51M	Hold	21,100	–	–	0.04%	22
2024 Q4	$1.31M	Hold	21,100	–	–	0.03%	25
2024 Q3	$1.52M	Hold	21,100	–	–	0.03%	23
2024 Q2	$1.35M	Hold	21,100	–	–	0.03%	24
2024 Q1	$1.29M	Hold	21,100	–	–	0.03%	25
2023 Q4	$1.24M	Hold	21,100	–	–	0.02%	25
2023 Q3	$1.18M	Hold	21,100	–	–	0.02%	25
2023 Q2	$1.27M	Hold	21,100	–	–	0.02%	27
2023 Q1	$1.31M	Hold	21,100	–	–	0.02%	22
2022 Q4	$1.34M	Hold	21,100	–	–	0.03%	22
2022 Q3	$1.18M	Hold	21,100	–	–	0.02%	21
2022 Q2	$1.33M	Hold	21,100	–	–	0.03%	21
2022 Q1	$1.31M	Hold	21,100	–	–	0.02%	25
2021 Q4	$1.25M	Hold	21,100	–	–	0.02%	26
2021 Q3	$1.11M	Hold	21,100	–	–	0.02%	24
2021 Q2	$1.14M	Hold	21,100	–	–	0.01%	24
2021 Q1	$1.11M	Hold	21,100	–	–	0.02%	25
2020 Q4	$1.16M	Hold	21,100	–	–	0.02%	24
2020 Q3	$1.04M	Hold	21,100	–	–	0.02%	24
2020 Q2	$943K	Buy	+21,100	New	+$972K	0.02%	24

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Lindsell Train's KO Position: Q2 2026 in Review

Lindsell Train held its Coca-Cola (KO) position steady in Q2 2026 at 12,000 shares worth $975K. The position accounts for 0.04% of the portfolio, ranked #27.

Lindsell Train first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.52M in Q3 2024. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lindsell Train held 12,000 shares of Coca-Cola worth $975K as of Q2 2026.
Lindsell Train left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.04% of Lindsell Train's portfolio in Q2 2026, its #27 holding.
Lindsell Train first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
Lindsell Train's Coca-Cola position peaked at $1.52M in Q3 2024.
1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.