Marino Stram & Associates’s Coca-Cola KO Stock Holding History

Marino Stram & 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	$3.57M	Buy	43,887 +568	+1%	+$44.9K	0.57%	26
2026 Q1	$3.29M	Buy	43,319 +96	+0.2%	+$7.26K	0.59%	26
2025 Q4	$3.02M	Sell	43,223 -40	-0.1%	-$2.79K	0.55%	32
2025 Q3	$2.87M	Sell	43,263 -177	-0.4%	-$12.2K	0.52%	37
2025 Q2	$3.07M	Buy	43,440 +1,663	+4%	+$118K	0.62%	29
2025 Q1	$2.99M	Sell	41,777 -213	-0.5%	-$14.2K	0.66%	25
2024 Q4	$2.61M	Sell	41,990 -198	-0.5%	-$12.9K	0.58%	31
2024 Q3	$3.03M	Buy	42,188 +327	+0.8%	+$22.4K	0.68%	27
2024 Q2	$2.66M	Sell	41,861 -248	-0.6%	-$15.4K	0.65%	27
2024 Q1	$2.58M	Buy	42,109 +1,996	+5%	+$120K	0.61%	30
2023 Q4	$2.36M	Sell	40,113 -193	-0.5%	-$11K	0.61%	29
2023 Q3	$2.26M	Buy	40,306 +718	+2%	+$43.1K	0.66%	28
2023 Q2	$2.38M	Buy	39,588 +216	+0.5%	+$13.4K	0.67%	26
2023 Q1	$2.44M	Buy	39,372 +380	+1%	+$23K	0.74%	22
2022 Q4	$2.48M	Buy	38,992 +570	+1%	+$34.4K	0.78%	22
2022 Q3	$2.15M	Buy	38,422 +843	+2%	+$52.4K	0.78%	23
2022 Q2	$2.36M	Buy	37,579 +18	+0%	+$1.14K	0.82%	22
2022 Q1	$2.33M	Buy	37,561 +211	+0.6%	+$12.8K	0.73%	28
2021 Q4	$2.21M	Buy	37,350 +753	+2%	+$41.9K	0.68%	28
2021 Q3	$1.92M	Buy	36,597 +3,989	+12%	+$222K	0.66%	29
2021 Q2	$1.76M	Sell	32,608 -833	-2%	-$45.3K	0.46%	59
2021 Q1	$1.76M	Buy	33,441 +2,613	+8%	+$132K	0.69%	27
2020 Q4	$1.69M	Buy	30,828 +2,056	+7%	+$106K	0.75%	27
2020 Q3	$1.42M	Buy	28,772 +1,906	+7%	+$91.7K	0.76%	26
2020 Q2	$1.2M	Buy	26,866 +5,625	+26%	+$259K	0.71%	29
2020 Q1	$940K	Buy	21,241 +2,557	+14%	+$138K	0.72%	29
2019 Q4	$1.03M	Buy	18,684 +1,332	+8%	+$71.6K	0.68%	29
2019 Q3	$945K	Buy	17,352 +2,110	+14%	+$113K	0.67%	30
2019 Q2	$776K	Buy	15,242 +879	+6%	+$43.1K	0.57%	37
2019 Q1	$672K	Buy	14,363 +1,670	+13%	+$78.1K	0.48%	38
2018 Q4	$631K	Sell	12,693 -30	-0.2%	-$1.44K	0.55%	38
2018 Q3	$584K	Buy	12,723 +782	+7%	+$35.7K	0.47%	42
2018 Q2	$524K	Sell	11,941 -119	-1%	-$5.14K	0.47%	45
2018 Q1	$524K	Sell	12,060 -520	-4%	-$23.4K	0.48%	46
2017 Q4	$577K	Buy	+12,580	New	+$578K	0.53%	40

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

Marino Stram & Associates's KO Position: Q2 2026 in Review

Marino Stram & Associates increased its Coca-Cola (KO) stake by 1.3% in Q2 2026, buying an estimated $44.9K and bringing the position to 43,887 shares worth $3.57M. The position accounts for 0.57% of the portfolio, ranked #26.

Marino Stram & Associates first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Marino Stram & Associates held 43,887 shares of Coca-Cola worth $3.57M as of Q2 2026.
Marino Stram & Associates bought 568 Coca-Cola shares in Q2 2026, an estimated $44.9K.
Coca-Cola made up 0.57% of Marino Stram & Associates's portfolio in Q2 2026, its #26 holding.
Marino Stram & Associates first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.