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Morningstar Investment Management’s Coca-Cola KO Stock Holding History

Morningstar 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 		$849K Hold
11,163
– – 0.05% 214
2026
Q1 		$849K Sell
11,163
-18,231
-62% -$1.38M 0.05% 212
2025
Q4 		$2.06M Sell
29,394
-67
-0.2% -$4.67K 0.12% 163
2025
Q3 		$1.95M Buy
29,461
+20,433
+226% +$1.41M 0.07% 252
2025
Q2 		$639K Buy
+9,028
New +$643K 0.06% 100
2025
Q1 		– Sell
-11,825
Closed -$736K – 152
2024
Q4 		$736K Buy
11,825
+805
+7% +$52.5K 0.06% 95
2024
Q3 		$775K Sell
11,020
-21,296
-66% -$1.46M 0.08% 111
2024
Q2 		$2.06M Sell
32,316
-960
-3% -$59.4K 0.21% 51
2024
Q1 		$2.04M Hold
33,276
– – 0.22% 54
2023
Q4 		$1.96M Buy
33,276
+19,783
+147% +$1.12M 0.23% 56
2023
Q3 		$755K Buy
13,493
+1,159
+9% +$69.5K 0.1% 74
2023
Q2 		$743K Hold
12,334
– – 0.1% 77
2023
Q1 		$765K Hold
12,334
– – 0.11% 46
2022
Q4 		$785K Buy
+12,334
New +$745K 0.13% 48

Other funds holding KO

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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

Morningstar Investment Management's KO Position: Q2 2026 in Review

Morningstar Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 11,163 shares worth $849K. The position accounts for 0.05% of the portfolio, ranked #214.

Morningstar Investment Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q2 2024. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Morningstar Investment Management held 11,163 shares of Coca-Cola worth $849K as of Q2 2026.
  • Morningstar Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #214 holding.
  • Morningstar Investment Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Morningstar Investment Management's Coca-Cola position peaked at $2.06M in Q2 2024.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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