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

Marotta 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 		$482K Buy
5,934
+50
+0.8% +$3.95K 0.08% 68
2026
Q1 		$448K Sell
5,884
-52
-0.9% -$3.93K 0.08% 71
2025
Q4 		$415K Sell
5,936
-877
-13% -$61.1K 0.08% 71
2025
Q3 		$455K Hold
6,813
– – 0.09% 69
2025
Q2 		$482K Sell
6,813
-53
-0.8% -$3.77K 0.1% 64
2025
Q1 		$493K Hold
6,866
– – 0.1% 71
2024
Q4 		$425K Hold
6,866
– – 0.09% 78
2024
Q3 		$493K Sell
6,866
-170
-2% -$11.6K 0.1% 71
2024
Q2 		$445K Buy
7,036
+223
+3% +$13.8K 0.09% 72
2024
Q1 		$417K Sell
6,813
-620
-8% -$37.2K 0.09% 76
2023
Q4 		$438K Sell
7,433
-10
-0.1% -$568 0.09% 70
2023
Q3 		$417K Sell
7,443
-186
-2% -$11.2K 0.1% 71
2023
Q2 		$459K Buy
+7,629
New +$475K 0.1% 69
2022
Q4 		$401K Hold
6,305
– – 0.1% 75
2022
Q3 		$353K Hold
6,305
– – 0.09% 74
2022
Q2 		$406K Sell
6,305
-22
-0.3% -$1.4K 0.1% 74
2022
Q1 		$392K Buy
6,327
+2,265
+56% +$138K 0.09% 78
2021
Q4 		$241K Buy
4,062
+14
+0.3% +$780 0.05% 97
2021
Q3 		$212K Buy
4,048
+304
+8% +$16.9K 0.05% 97
2021
Q2 		$202K Buy
+3,744
New +$204K 0.05% 96
2020
Q1 		– Sell
-3,561
Closed -$209K – 86
2019
Q4 		$209K Buy
+3,561
New +$191K 0.06% 84

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Marotta Asset Management increased its Coca-Cola (KO) stake by 0.85% in Q2 2026, buying an estimated $3.95K and bringing the position to 5,934 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #68.

Marotta Asset Management first reported a position in KO in Q4 2019 and has held it in 21 quarters since. The position peaked at $493K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Marotta Asset Management held 5,934 shares of Coca-Cola worth $482K as of Q2 2026.
  • Marotta Asset Management bought 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
  • Coca-Cola made up 0.08% of Marotta Asset Management's portfolio in Q2 2026, its #68 holding.
  • Marotta Asset Management first reported a position in Coca-Cola in Q4 2019 and has held it in 21 quarters since.
  • Marotta Asset Management's Coca-Cola position peaked at $493K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.