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Mesirow Financial Investment Management’s Coca-Cola KO Stock Holding History

Mesirow Financial Investment 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 		$15.4M Sell
189,063
-7,890
-4% -$623K 0.24% 91
2026
Q1 		$15M Buy
196,953
+991
+0.5% +$74.9K 0.24% 96
2025
Q4 		$13.7M Sell
195,962
-10,675
-5% -$744K 0.28% 80
2025
Q3 		$13.7M Buy
206,637
+436
+0.2% +$30K 0.25% 88
2025
Q2 		$14.6M Sell
206,201
-1,270
-0.6% -$90.5K 0.28% 82
2025
Q1 		$14.9M Buy
207,471
+1,900
+0.9% +$127K 0.29% 80
2024
Q4 		$12.8M Buy
205,571
+868
+0.4% +$56.7K 0.25% 87
2024
Q3 		$14.7M Buy
204,703
+1,121
+0.6% +$76.8K 0.28% 77
2024
Q2 		$13M Sell
203,582
-883
-0.4% -$54.7K 0.29% 83
2024
Q1 		$12.5M Buy
204,465
+4,020
+2% +$241K 0.28% 87
2023
Q4 		$11.3M Buy
+200,445
New +$11.4M 0.41% 56

Other funds holding KO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Mesirow Financial Investment Management's KO Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Coca-Cola (KO) stake by 4% in Q2 2026, selling an estimated $623K and leaving 189,063 shares worth $15.4M. The position accounts for 0.24% of the portfolio, ranked #91.

Mesirow Financial Investment Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 2,269 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mesirow Financial Investment Management held 189,063 shares of Coca-Cola worth $15.4M as of Q2 2026.
  • Mesirow Financial Investment Management sold 7,890 Coca-Cola shares in Q2 2026, an estimated $623K.
  • Coca-Cola made up 0.24% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #91 holding.
  • Mesirow Financial Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.