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Natural Investments’s Coca-Cola KO Stock Holding History

Natural Investments’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 		$547K Sell
6,739
-5,665
-46% -$447K 0.12% 149
2026
Q1 		$943K Buy
12,404
+97
+0.8% +$7.33K 0.23% 96
2025
Q4 		$860K Buy
12,307
+4,247
+53% +$296K 0.21% 101
2025
Q3 		$534K Buy
8,060
+342
+4% +$23.5K 0.13% 128
2025
Q2 		$546K Buy
7,718
+355
+5% +$25.3K 0.14% 133
2025
Q1 		$527K Buy
7,363
+196
+3% +$13.1K 0.15% 131
2024
Q4 		$446K Buy
+7,167
New +$468K 0.12% 148

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

Natural Investments's KO Position: Q2 2026 in Review

Natural Investments reduced its Coca-Cola (KO) stake by 46% in Q2 2026, selling an estimated $447K and leaving 6,739 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #149.

Natural Investments first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $943K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Natural Investments held 6,739 shares of Coca-Cola worth $547K as of Q2 2026.
  • Natural Investments sold 5,665 Coca-Cola shares in Q2 2026, an estimated $447K.
  • Coca-Cola made up 0.12% of Natural Investments's portfolio in Q2 2026, its #149 holding.
  • Natural Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Coca-Cola position peaked at $943K in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.