Montchanin Asset Management’s Coca-Cola KO Stock Holding History

Montchanin Asset 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	$1.08M	Buy	13,240 +317	+2%	+$25K	1.1%	24
2026 Q1	$983K	Buy	+12,923	New	+$977K	1.05%	26
2024 Q4	$805K	Hold	12,923	–	–	0.78%	26
2024 Q3	$929K	Hold	12,923	–	–	0.86%	26
2024 Q2	$823K	Hold	12,923	–	–	0.78%	29
2024 Q1	$791K	Buy	+12,923	New	+$776K	0.78%	29
2023 Q2	$778K	Hold	12,923	–	–	0.89%	26
2023 Q1	$802K	Hold	12,923	–	–	1.02%	26
2022 Q4	$822K	Hold	12,923	–	–	1.12%	22
2022 Q3	$724K	Hold	12,923	–	–	1.03%	22
2022 Q2	$813K	Buy	+12,923	New	+$819K	1.13%	21

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Montchanin Asset Management's KO Position: Q2 2026 in Review

Montchanin Asset Management increased its Coca-Cola (KO) stake by 2.5% in Q2 2026, buying an estimated $25K and bringing the position to 13,240 shares worth $1.08M. The position accounts for 1.1% of the portfolio, ranked #24.

Montchanin Asset Management first reported a position in KO in Q2 2022 and has held it in 11 quarters since. 1,626 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Montchanin Asset Management held 13,240 shares of Coca-Cola worth $1.08M as of Q2 2026.
Montchanin Asset Management bought 317 Coca-Cola shares in Q2 2026, an estimated $25K.
Coca-Cola made up 1.1% of Montchanin Asset Management's portfolio in Q2 2026, its #24 holding.
Montchanin Asset Management first reported a position in Coca-Cola in Q2 2022 and has held it in 11 quarters since.
1,626 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.