Mogy Joel R Investment Counsel’s Coca-Cola KO Stock Holding History

Mogy Joel R Investment Counsel’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	$1.03M	Hold	12,700	–	–	0.06%	66
2026 Q1	$966K	Hold	12,700	–	–	0.06%	63
2025 Q4	$888K	Sell	12,700 -3,400	-21%	-$237K	0.05%	67
2025 Q3	$1.07M	Hold	16,100	–	–	0.06%	62
2025 Q2	$1.14M	Hold	16,100	–	–	0.07%	59
2025 Q1	$1.15M	Sell	16,100 -400	-2%	-$26.7K	0.07%	60
2024 Q4	$1.03M	Hold	16,500	–	–	0.06%	69
2024 Q3	$1.19M	Hold	16,500	–	–	0.07%	64
2024 Q2	$1.05M	Sell	16,500 -330	-2%	-$20.4K	0.07%	65
2024 Q1	$1.03M	Hold	16,830	–	–	0.07%	69
2023 Q4	$992K	Hold	16,830	–	–	0.07%	69
2023 Q3	$942K	Sell	16,830 -7,000	-29%	-$420K	0.08%	70
2023 Q2	$1.44M	Hold	23,830	–	–	0.11%	62
2023 Q1	$1.48M	Sell	23,830 -1,734	-7%	-$105K	0.13%	64
2022 Q4	$1.63M	Buy	25,564 +1,550	+6%	+$93.6K	0.16%	57
2022 Q3	$1.34M	Hold	24,014	–	–	0.14%	63
2022 Q2	$1.51M	Hold	24,014	–	–	0.15%	61
2022 Q1	$1.49M	Sell	24,014 -7,300	-23%	-$444K	0.12%	64
2021 Q4	$1.85M	Buy	31,314 +7,088	+29%	+$395K	0.13%	58
2021 Q3	$1.27M	Hold	24,226	–	–	0.1%	68
2021 Q2	$1.31M	Hold	24,226	–	–	0.11%	70
2021 Q1	$1.28M	Hold	24,226	–	–	0.12%	69
2020 Q4	$1.33M	Hold	24,226	–	–	0.13%	67
2020 Q3	$1.2M	Hold	24,226	–	–	0.13%	66
2020 Q2	$1.08M	Sell	24,226 -4,300	-15%	-$198K	0.13%	68
2020 Q1	$1.26M	Hold	28,526	–	–	0.18%	63
2019 Q4	$1.58M	Hold	28,526	–	–	0.19%	67
2019 Q3	$1.55M	Hold	28,526	–	–	0.2%	66
2019 Q2	$1.45M	Hold	28,526	–	–	0.19%	66
2019 Q1	$1.34M	Sell	28,526 -300	-1%	-$14K	0.18%	69
2018 Q4	$1.36M	Hold	28,826	–	–	0.21%	65
2018 Q3	$1.33M	Hold	28,826	–	–	0.18%	69
2018 Q2	$1.26M	Hold	28,826	–	–	0.19%	67
2018 Q1	$1.25M	Hold	28,826	–	–	0.19%	67
2017 Q4	$1.32M	Hold	28,826	–	–	0.21%	68
2017 Q3	$1.3M	Hold	28,826	–	–	0.22%	69
2017 Q2	$1.29M	Sell	28,826 -400	-1%	-$17.7K	0.22%	69
2017 Q1	$1.24M	Sell	29,226 -1,008	-3%	-$42K	0.21%	73
2016 Q4	$1.25M	Hold	30,234	–	–	0.23%	71
2016 Q3	$1.28M	Hold	30,234	–	–	0.23%	73
2016 Q2	$1.37M	Hold	30,234	–	–	0.25%	75
2016 Q1	$1.4M	Buy	30,234 +27,211	+900%	+$1.18M	0.26%	73
2015 Q4	$1.3K	Sell	3,023 -27,211	-90%	-$1.15M	0.24%	73
2015 Q3	$1.21M	Sell	30,234 -7,400	-20%	-$296K	0.24%	75
2015 Q2	$1.48M	Sell	37,634 -1,500	-4%	-$61K	0.28%	68
2015 Q1	$1.59M	Sell	39,134 -1,791	-4%	-$74.9K	0.3%	69
2014 Q4	$1.73M	Sell	40,925 -8,775	-18%	-$375K	0.33%	65
2014 Q3	$2.12M	Sell	49,700 -4,720	-9%	-$195K	0.43%	56
2014 Q2	$2.31M	Sell	54,420 -4,500	-8%	-$183K	0.46%	56
2014 Q1	$2.28M	Sell	58,920 -2,400	-4%	-$92.7K	0.47%	56
2013 Q4	$2.53M	Sell	61,320 -35,300	-37%	-$1.39M	0.54%	53
2013 Q3	$3.66M	Hold	96,620	–	–	0.84%	41
2013 Q2	$3.88M	Buy	+96,620	New	+$4M	0.94%	38

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mogy Joel R Investment Counsel's KO Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Coca-Cola (KO) position steady in Q2 2026 at 12,700 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #66.

Mogy Joel R Investment Counsel first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.88M in Q2 2013. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mogy Joel R Investment Counsel held 12,700 shares of Coca-Cola worth $1.03M as of Q2 2026.
Mogy Joel R Investment Counsel left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.06% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #66 holding.
Mogy Joel R Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Coca-Cola position peaked at $3.88M in Q2 2013.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.