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Lynch & Associates’s Coca-Cola KO Stock Holding History

Lynch & Associates’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 		$7.78M Sell
95,716
-587
-0.6% -$46.4K 1.36% 24
2026
Q1 		$7.32M Sell
96,303
-867
-0.9% -$65.5K 1.38% 23
2025
Q4 		$6.79M Buy
97,170
+195
+0.2% +$13.6K 1.28% 24
2025
Q3 		$6.43M Sell
96,975
-3,487
-3% -$240K 1.24% 27
2025
Q2 		$7.11M Buy
100,462
+88
+0.1% +$6.27K 1.43% 20
2025
Q1 		$7.19M Sell
100,374
-739
-0.7% -$49.4K 1.55% 19
2024
Q4 		$6.3M Sell
101,113
-191
-0.2% -$12.5K 1.37% 24
2024
Q3 		$7.28M Sell
101,304
-951
-0.9% -$65.1K 1.54% 20
2024
Q2 		$6.51M Buy
102,255
+2,020
+2% +$125K 1.47% 22
2024
Q1 		$6.13M Sell
100,235
-3,820
-4% -$229K 1.42% 23
2023
Q4 		$6.13M Buy
104,055
+246
+0.2% +$14K 1.49% 20
2023
Q3 		$5.81M Sell
103,809
-1,591
-2% -$95.4K 1.53% 20
2023
Q2 		$6.35M Sell
105,400
-936
-0.9% -$58.2K 1.62% 21
2023
Q1 		$6.6M Sell
106,336
-1,197
-1% -$72.5K 1.73% 19
2022
Q4 		$6.84M Sell
107,533
-401
-0.4% -$24.2K 1.79% 19
2022
Q3 		$6.05M Sell
107,934
-964
-0.9% -$59.9K 1.77% 20
2022
Q2 		$6.85M Buy
108,898
+589
+0.5% +$37.3K 1.86% 18
2022
Q1 		$6.71M Buy
108,309
+955
+0.9% +$58.1K 1.63% 21
2021
Q4 		$6.36M Buy
107,354
+2,017
+2% +$112K 1.5% 20
2021
Q3 		$5.53M Sell
105,337
-185
-0.2% -$10.3K 1.43% 23
2021
Q2 		$5.71M Sell
105,522
-1,272
-1% -$69.2K 1.47% 24
2021
Q1 		$5.63M Buy
106,794
+2,686
+3% +$135K 1.52% 25
2020
Q4 		$5.71M Buy
104,108
+242
+0.2% +$12.5K 1.56% 21
2020
Q3 		$5.13M Sell
103,866
-484
-0.5% -$23.3K 1.54% 20
2020
Q2 		$4.66M Sell
104,350
-456
-0.4% -$21K 1.51% 20
2020
Q1 		$4.64M Sell
104,806
-92
-0.1% -$4.97K 1.7% 19
2019
Q4 		$5.81M Buy
104,898
+859
+0.8% +$46.2K 1.67% 24
2019
Q3 		$5.66M Buy
104,039
+22
+0% +$1.18K 1.73% 21
2019
Q2 		$5.3M Buy
104,017
+34
+0% +$1.67K 1.72% 26
2019
Q1 		$4.87M Buy
103,983
+2,824
+3% +$132K 1.62% 25
2018
Q4 		$4.79M Buy
101,159
+72
+0.1% +$3.45K 1.79% 21
2018
Q3 		$4.67M Buy
101,087
+5,627
+6% +$257K 1.58% 24
2018
Q2 		$4.19M Sell
95,460
-502
-0.5% -$21.7K 1.52% 27
2018
Q1 		$4.17M Sell
95,962
-207
-0.2% -$9.3K 1.59% 25
2017
Q4 		$4.41M Buy
96,169
+383
+0.4% +$17.6K 1.65% 24
2017
Q3 		$4.31M Buy
95,786
+7,732
+9% +$352K 1.71% 23
2017
Q2 		$3.95M Buy
88,054
+2,607
+3% +$115K 1.56% 25
2017
Q1 		$3.63M Sell
85,447
-1,287
-1% -$53.7K 1.48% 25
2016
Q4 		$3.6M Sell
86,734
-2,527
-3% -$105K 1.51% 22
2016
Q3 		$3.78M Sell
89,261
-2,298
-3% -$101K 1.66% 17
2016
Q2 		$4.15M Buy
91,559
+226
+0.2% +$10.2K 1.85% 16
2016
Q1 		$4.24M Buy
91,333
+9,645
+12% +$420K 2.01% 13
2015
Q4 		$3.51M Buy
81,688
+4,787
+6% +$203K 1.8% 17
2015
Q3 		$3.08M Buy
76,901
+734
+1% +$29.4K 1.71% 19
2015
Q2 		$2.99M Sell
76,167
-1,874
-2% -$76.2K 1.56% 20
2015
Q1 		$3.17M Sell
78,041
-2,036
-3% -$85.2K 1.67% 21
2014
Q4 		$3.38M Buy
80,077
+702
+0.9% +$30K 1.82% 19
2014
Q3 		$3.39M Buy
79,375
+926
+1% +$38.3K 1.9% 14
2014
Q2 		$3.32M Sell
78,449
-248
-0.3% -$10.1K 1.9% 16
2014
Q1 		$3.04M Sell
78,697
-755
-1% -$29.2K 1.79% 17
2013
Q4 		$3.28M Buy
79,452
+3,092
+4% +$122K 1.96% 14
2013
Q3 		$2.89M Sell
76,360
-874
-1% -$34.5K 1.93% 14
2013
Q2 		$3.1M Buy
+77,234
New +$3.2M 2.14% 10

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Lynch & Associates's KO Position: Q2 2026 in Review

Lynch & Associates reduced its Coca-Cola (KO) stake by 0.61% in Q2 2026, selling an estimated $46.4K and leaving 95,716 shares worth $7.78M. The position accounts for 1.36% of the portfolio, ranked #24.

Lynch & Associates first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lynch & Associates held 95,716 shares of Coca-Cola worth $7.78M as of Q2 2026.
  • Lynch & Associates sold 587 Coca-Cola shares in Q2 2026, an estimated $46.4K.
  • Coca-Cola made up 1.36% of Lynch & Associates's portfolio in Q2 2026, its #24 holding.
  • Lynch & Associates first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.