Mendel Capital Management’s Coca-Cola KO Stock Holding History

Mendel Capital 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	$311K	Buy	3,827 +9	+0.2%	+$711	0.14%	81
2026 Q1	$290K	Buy	+3,818	New	+$289K	0.15%	77
2025 Q3	$252K	Buy	3,798 +8	+0.2%	+$551	0.13%	85
2025 Q2	$268K	Buy	3,790 +369	+11%	+$26.3K	0.15%	80
2025 Q1	$245K	Hold	3,421	–	–	0.15%	83
2024 Q4	$213K	Buy	3,421 +16	+0.5%	+$1.04K	0.13%	86
2024 Q3	$245K	Buy	3,405 +81	+2%	+$5.55K	0.15%	87
2024 Q2	$212K	Sell	3,324 -173	-5%	-$10.7K	0.14%	92
2024 Q1	$214K	Buy	+3,497	New	+$210K	0.14%	91

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

Mendel Capital Management's KO Position: Q2 2026 in Review

Mendel Capital Management increased its Coca-Cola (KO) stake by 0.24% in Q2 2026, buying an estimated $711 and bringing the position to 3,827 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #81.

Mendel Capital Management first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mendel Capital Management held 3,827 shares of Coca-Cola worth $311K as of Q2 2026.
Mendel Capital Management bought 9 Coca-Cola shares in Q2 2026, an estimated $711.
Coca-Cola made up 0.14% of Mendel Capital Management's portfolio in Q2 2026, its #81 holding.
Mendel Capital Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.