Main Street Research’s Coca-Cola KO Stock Holding History

Main Street Research’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	$208K	Buy	+2,558	New	+$202K	0.01%	138
2025 Q4	–	Sell	-3,597	Closed	-$239K	–	138
2025 Q3	$239K	Hold	3,597	–	–	0.01%	117
2025 Q2	$256K	Sell	3,597 -1,151	-24%	-$82K	0.02%	104
2025 Q1	$343K	Buy	4,748 +1,192	+34%	+$79.6K	0.02%	86
2024 Q4	$221K	Buy	3,556 +67	+2%	+$4.37K	0.01%	104
2024 Q3	$252K	Buy	3,489 +29	+0.8%	+$1.99K	0.02%	95
2024 Q2	$222K	Buy	3,460 +74	+2%	+$4.58K	0.01%	93
2024 Q1	$209K	Sell	3,386 -395,369	-99%	-$23.7M	0.01%	101
2023 Q4	$23.5M	Sell	398,755 -19,248	-5%	-$1.09M	1.89%	31
2023 Q3	$23.6M	Sell	418,003 -371	-0.1%	-$22.3K	2.43%	9
2023 Q2	$25.4M	Buy	418,374 +3,495	+0.8%	+$217K	4.05%	7
2023 Q1	$25.9M	Sell	414,879 -4,080	-1%	-$247K	5.12%	7
2022 Q4	$26.7M	Buy	418,959 +765	+0.2%	+$46.2K	6.49%	6
2022 Q3	$23.4M	Buy	418,194 +11,526	+3%	+$716K	5.16%	9
2022 Q2	$25.6M	Buy	406,668 +3,255	+0.8%	+$206K	6.71%	7
2022 Q1	$25M	Buy	403,413 +398,449	+8,027%	+$24.2M	2.35%	21
2021 Q4	$294K	Sell	4,964 -5,095	-51%	-$284K	0.02%	106
2021 Q3	$528K	Buy	10,059 +1,385	+16%	+$77.2K	0.05%	78
2021 Q2	$469K	Sell	8,674 -95	-1%	-$5.17K	0.04%	89
2021 Q1	$462K	Sell	8,769 -1,779	-17%	-$89.5K	0.04%	86
2020 Q4	$578K	Buy	10,548 +1,256	+14%	+$64.9K	0.06%	77
2020 Q3	$459K	Sell	9,292 -382	-4%	-$18.4K	0.06%	78
2020 Q2	$432K	Buy	9,674 +452	+5%	+$20.8K	0.07%	71
2020 Q1	$408K	Sell	9,222 -3,815	-29%	-$206K	0.1%	54
2019 Q4	$722K	Buy	13,037 +4,714	+57%	+$253K	0.11%	55
2019 Q3	$453K	Buy	8,323 +44	+0.5%	+$2.36K	0.09%	60
2019 Q2	$422K	Sell	8,279 -1,241	-13%	-$60.8K	0.09%	63
2019 Q1	$446K	Sell	9,520 -2,470	-21%	-$116K	0.14%	56
2018 Q4	$568K	Sell	11,990 -257	-2%	-$12.3K	0.22%	38
2018 Q3	$566K	Sell	12,247 -280	-2%	-$12.8K	0.08%	59
2018 Q2	$549K	Sell	12,527 -3,522	-22%	-$152K	0.09%	63
2018 Q1	$697K	Sell	16,049 -6,615	-29%	-$297K	0.11%	56
2017 Q4	$1.04M	Sell	22,664 -3,445	-13%	-$158K	0.16%	57
2017 Q3	$1.18M	Sell	26,109 -1,722	-6%	-$78.3K	0.19%	55
2017 Q2	$1.25M	Sell	27,831 -779	-3%	-$34.4K	0.2%	61
2017 Q1	$1.21M	Sell	28,610 -2,388	-8%	-$99.6K	0.21%	63
2016 Q4	$1.28M	Sell	30,998 -199	-0.6%	-$8.28K	0.25%	61
2016 Q3	$1.32M	Sell	31,197 -119	-0.4%	-$5.21K	0.26%	64
2016 Q2	$1.42M	Buy	31,316 +301	+1%	+$13.6K	0.29%	58
2016 Q1	$1.44M	Sell	31,015 -58	-0.2%	-$2.52K	0.37%	51
2015 Q4	$1.33M	Sell	31,073 -550	-2%	-$23.3K	0.29%	69
2015 Q3	$1.34M	Sell	31,623 -180	-0.6%	-$7.21K	0.31%	68
2015 Q2	$1.25M	Buy	31,803 +3,826	+14%	+$156K	0.26%	79
2015 Q1	$1.13M	Buy	27,977 +1,163	+4%	+$48.6K	0.24%	77
2014 Q4	$1.13M	Sell	26,814 -736	-3%	-$31.4K	0.24%	80
2014 Q3	$1.18M	Buy	27,550 +1,364	+5%	+$56.4K	0.26%	85
2014 Q2	$1.11M	Buy	26,186 +156	+0.6%	+$6.33K	0.26%	81
2014 Q1	$1.01M	Buy	26,030 +1,363	+6%	+$52.7K	0.24%	83
2013 Q4	$1.02M	Buy	24,667 +270	+1%	+$10.6K	0.25%	86
2013 Q3	$924K	Sell	24,397 -915	-4%	-$36.2K	0.25%	86
2013 Q2	$1.01M	Buy	+25,312	New	+$1.05M	0.31%	81

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

Main Street Research's KO Position: Q2 2026 in Review

Main Street Research opened a new position in Coca-Cola (KO) in Q2 2026: 2,558 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Main Street Research previously reported a position in KO as recently as Q3 2025.

Main Street Research first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $26.7M in Q4 2022. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Main Street Research held 2,558 shares of Coca-Cola worth $208K as of Q2 2026.
Coca-Cola was a new Main Street Research position in Q2 2026.
Coca-Cola made up 0.01% of Main Street Research's portfolio in Q2 2026, its #138 holding.
Main Street Research first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
Main Street Research's Coca-Cola position peaked at $26.7M in Q4 2022.
1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.