Narwhal Capital Management’s Coca-Cola KO Stock Holding History

Narwhal Capital 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	–	Sell	-4,445	Closed	-$338K	–	166
2026 Q1	$338K	Buy	+4,445	New	+$336K	0.02%	142
2023 Q3	–	Sell	-11,038	Closed	-$665K	–	168
2023 Q2	$665K	Sell	11,038 -10,196	-48%	-$634K	0.08%	117
2023 Q1	$1.32M	Buy	21,234 +2,087	+11%	+$126K	0.16%	93
2022 Q4	$1.22M	Buy	19,147 +11,448	+149%	+$691K	0.16%	96
2022 Q3	$431K	Buy	7,699 +1,192	+18%	+$74.1K	0.06%	117
2022 Q2	$409K	Sell	6,507 -12,189	-65%	-$773K	0.06%	119
2022 Q1	$1.16M	Sell	18,696 -87	-0.5%	-$5.29K	0.14%	89
2021 Q4	$1.11M	Buy	18,783 +1,685	+10%	+$93.8K	0.13%	89
2021 Q3	$897K	Buy	+17,098	New	+$953K	0.11%	93
2014 Q4	–	Sell	-18,951	Closed	-$808K	–	137
2014 Q3	$808K	Sell	18,951 -23,725	-56%	-$981K	0.32%	91
2014 Q2	$1.81M	Sell	42,676 -11,650	-21%	-$473K	0.69%	50
2014 Q1	$2.1M	Hold	54,326	–	–	0.87%	38
2013 Q4	$2.24M	Buy	54,326 +2,050	+4%	+$80.9K	0.92%	32
2013 Q3	$1.98M	Buy	52,276 +4,175	+9%	+$165K	0.95%	34
2013 Q2	$1.93M	Buy	+48,101	New	+$1.99M	0.93%	37

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Narwhal Capital Management's KO Position: Q2 2026 in Review

Narwhal Capital Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 4,445 shares — an estimated $338K sold.

Narwhal Capital Management first reported a position in KO in Q2 2013 and held it in 15 quarters. The position peaked at $2.24M in Q4 2013. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Narwhal Capital Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Narwhal Capital Management sold 4,445 Coca-Cola shares in Q2 2026, an estimated $338K.
Narwhal Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 15 quarters.
Narwhal Capital Management's Coca-Cola position peaked at $2.24M in Q4 2013.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.