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Moisand Fitzgerald Tamayo’s Coca-Cola KO Stock Holding History

Moisand Fitzgerald Tamayo’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 		$666K Buy
8,192
+159
+2% +$12.6K 0.07% 70
2026
Q1 		$611K Hold
8,033
– – 0.07% 69
2025
Q4 		$562K Sell
8,033
-57
-0.7% -$3.97K 0.06% 73
2025
Q3 		$537K Hold
8,090
– – 0.06% 75
2025
Q2 		$572K Hold
8,090
– – 0.07% 67
2025
Q1 		$579K Sell
8,090
-169
-2% -$11.3K 0.08% 66
2024
Q4 		$514K Sell
8,259
-19
-0.2% -$1.24K 0.07% 67
2024
Q3 		$595K Buy
8,278
+83
+1% +$5.68K 0.08% 67
2024
Q2 		$522K Buy
8,195
+240
+3% +$14.9K 0.08% 67
2024
Q1 		$487K Buy
7,955
+25
+0.3% +$1.5K 0.07% 68
2023
Q4 		$467K Buy
7,930
+9
+0.1% +$511 0.08% 67
2023
Q3 		$443K Buy
7,921
+30
+0.4% +$1.8K 0.09% 66
2023
Q2 		$475K Hold
7,891
– – 0.1% 66
2023
Q1 		$489K Sell
7,891
-3,099
-28% -$188K 0.1% 68
2022
Q4 		$699K Buy
10,990
+197
+2% +$11.9K 0.16% 60
2022
Q3 		$605K Buy
10,793
+260
+2% +$16.2K 0.17% 61
2022
Q2 		$663K Buy
10,533
+8,874
+535% +$563K 0.18% 59
2022
Q1 		$103K Sell
1,659
-6,452
-80% -$392K 0.05% 85
2021
Q4 		$480K Hold
8,111
– – 0.14% 64
2021
Q3 		$426K Hold
8,111
– – 0.14% 65
2021
Q2 		$439K Buy
8,111
+2
+0% +$109 0.16% 60
2021
Q1 		$427K Sell
8,109
-445
-5% -$22.4K 0.18% 57
2020
Q4 		$469K Sell
8,554
-21
-0.2% -$1.09K 0.21% 56
2020
Q3 		$423K Hold
8,575
– – 0.22% 53
2020
Q2 		$383K Hold
8,575
– – 0.21% 54
2020
Q1 		$379K Hold
8,575
– – 0.25% 53
2019
Q4 		$475K Sell
8,575
-1,200
-12% -$64.5K 0.25% 53
2019
Q3 		$532K Sell
9,775
-82
-0.8% -$4.39K 0.29% 51
2019
Q2 		$502K Sell
9,857
-270
-3% -$13.2K 0.27% 53
2019
Q1 		$475K Hold
10,127
– – 0.26% 53
2018
Q4 		$480K Hold
10,127
– – 0.3% 49
2018
Q3 		$468K Hold
10,127
– – 0.26% 51
2018
Q2 		$444K Hold
10,127
– – 0.26% 52
2018
Q1 		$440K Sell
10,127
-159
-2% -$7.14K 0.26% 52
2017
Q4 		$472K Hold
10,286
– – 0.27% 42
2017
Q3 		$463K Buy
10,286
+3,393
+49% +$154K 0.28% 42
2017
Q2 		$309K Hold
6,893
– – 0.21% 49
2017
Q1 		$293K Sell
6,893
-163
-2% -$6.8K 0.21% 50
2016
Q4 		$293K Buy
7,056
+25
+0.4% +$1.04K 0.22% 48
2016
Q3 		$298K Sell
7,031
-120
-2% -$5.26K 0.23% 47
2016
Q2 		$324K Buy
7,151
+1,167
+20% +$52.7K 0.26% 44
2016
Q1 		$278K Sell
5,984
-548
-8% -$23.8K 0.22% 46
2015
Q4 		$281K Buy
+6,532
New +$277K 0.24% 44

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's KO Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $12.6K and bringing the position to 8,192 shares worth $666K. The position accounts for 0.07% of the portfolio, ranked #70.

Moisand Fitzgerald Tamayo first reported a position in KO in Q4 2015 and has held it in 43 quarters since. The position peaked at $699K in Q4 2022. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 8,192 shares of Coca-Cola worth $666K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 159 Coca-Cola shares in Q2 2026, an estimated $12.6K.
  • Coca-Cola made up 0.07% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #70 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Coca-Cola position peaked at $699K in Q4 2022.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.