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

McBroom & 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	$325K	Hold	4,000	–	–	0.16%	34
2026 Q1	$304K	Hold	4,000	–	–	0.17%	34
2025 Q4	$280K	Hold	4,000	–	–	0.14%	37
2025 Q3	$265K	Hold	4,000	–	–	0.13%	36
2025 Q2	$286K	Hold	4,000	–	–	0.16%	37
2025 Q1	$286K	Hold	4,000	–	–	0.16%	37
2024 Q4	$249K	Hold	4,000	–	–	0.14%	35
2024 Q3	$287K	Hold	4,000	–	–	0.18%	33
2024 Q2	$255K	Hold	4,000	–	–	0.16%	33
2024 Q1	$245K	Hold	4,000	–	–	0.16%	33
2023 Q4	$236K	Hold	4,000	–	–	0.17%	33
2023 Q3	$224K	Hold	4,000	–	–	0.18%	36
2023 Q2	$241K	Hold	4,000	–	–	0.19%	35
2023 Q1	$248K	Hold	4,000	–	–	0.22%	34
2022 Q4	$254K	Sell	4,000 -752	-16%	-$45.4K	0.28%	34
2022 Q3	$266K	Buy	+4,752	New	+$295K	0.3%	31

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

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

McBroom & Associates held its Coca-Cola (KO) position steady in Q2 2026 at 4,000 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #34.

McBroom & Associates first reported a position in KO in Q3 2022 and has held it in 16 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

McBroom & Associates held 4,000 shares of Coca-Cola worth $325K as of Q2 2026.
McBroom & Associates left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.16% of McBroom & Associates's portfolio in Q2 2026, its #34 holding.
McBroom & Associates first reported a position in Coca-Cola in Q3 2022 and has held it in 16 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.