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Matthew Hamilton Rosenberg’s Coca-Cola KO Stock Holding History

Matthew Hamilton Rosenberg’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 		$644K Buy
7,925
+281
+4% +$22.2K 0.12% 85
2026
Q1 		$581K Sell
7,644
-19
-0.2% -$1.44K 0.12% 77
2025
Q4 		$536K Buy
7,663
+531
+7% +$37K 0.11% 85
2025
Q3 		$473K Sell
7,132
-766
-10% -$52.7K 0.1% 91
2025
Q2 		$559K Buy
7,898
+1,492
+23% +$106K 0.13% 73
2025
Q1 		$459K Buy
6,406
+696
+12% +$46.5K 0.12% 85
2024
Q4 		$355K Buy
5,710
+137
+2% +$8.94K 0.09% 103
2024
Q3 		$400K Buy
5,573
+407
+8% +$27.9K 0.1% 89
2024
Q2 		$327K Sell
5,166
-588
-10% -$36.4K 0.1% 108
2024
Q1 		$349K Sell
5,754
-310
-5% -$18.6K 0.1% 103
2023
Q4 		$357K Sell
6,064
-282
-4% -$16K 0.11% 97
2023
Q3 		$355K Buy
6,346
+145
+2% +$8.7K 0.12% 86
2023
Q2 		$373K Sell
6,201
-495
-7% -$30.8K 0.13% 89
2023
Q1 		$415K Sell
6,696
-279
-4% -$16.9K 0.13% 82
2022
Q4 		$444K Buy
6,975
+23
+0.3% +$1.39K 0.15% 79
2022
Q3 		$389K Buy
6,952
+55
+0.8% +$3.42K 0.15% 80
2022
Q2 		$444K Buy
6,897
+615
+10% +$39K 0.17% 75
2022
Q1 		$390K Sell
6,282
-1
-0% -$61 0.14% 92
2021
Q4 		$372K Buy
6,283
+1,223
+24% +$68.1K 0.13% 97
2021
Q3 		$265K Buy
5,060
+382
+8% +$21.3K 0.1% 123
2021
Q2 		$253K Hold
4,678
– – 0.13% 101
2021
Q1 		$247K Buy
4,678
+199
+4% +$10K 0.14% 95
2020
Q4 		$246K Buy
4,479
+207
+5% +$10.7K 0.15% 81
2020
Q3 		$211K Sell
4,272
-492
-10% -$23.7K 0.16% 84
2020
Q2 		$213K Buy
4,764
+1,265
+36% +$58.3K 0.17% 76
2020
Q1 		$155K Buy
+3,499
New +$189K 0.15% 72

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

Matthew Hamilton Rosenberg's KO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Coca-Cola (KO) stake by 3.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 7,925 shares worth $644K. The position accounts for 0.12% of the portfolio, ranked #85.

Matthew Hamilton Rosenberg first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Matthew Hamilton Rosenberg held 7,925 shares of Coca-Cola worth $644K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 281 Coca-Cola shares in Q2 2026, an estimated $22.2K.
  • Coca-Cola made up 0.12% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #85 holding.
  • Matthew Hamilton Rosenberg first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.