New England Research & Management’s Coca-Cola KO Stock Holding History

New England Research & 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	$2.67M	Sell	32,796 -512	-2%	-$40.4K	1.04%	28
2026 Q1	$2.53M	Buy	33,308 +10,450	+46%	+$790K	1.07%	26
2025 Q4	$1.6M	Hold	22,858	–	–	0.7%	47
2025 Q3	$1.52M	Hold	22,858	–	–	0.7%	44
2025 Q2	$1.62M	Buy	22,858 +159	+0.7%	+$11.3K	0.77%	39
2025 Q1	$1.63M	Sell	22,699 -675	-3%	-$45.1K	0.83%	37
2024 Q4	$1.46M	Sell	23,374 -1,125	-5%	-$73.4K	0.74%	44
2024 Q3	$1.76M	Sell	24,499 -9,950	-29%	-$681K	0.83%	39
2024 Q2	$2.19M	Sell	34,449 -12,483	-27%	-$773K	1.05%	26
2024 Q1	$2.87M	Sell	46,932 -611	-1%	-$36.7K	1.41%	14
2023 Q4	$2.8M	Sell	47,543 -270	-0.6%	-$15.3K	1.48%	13
2023 Q3	$2.68M	Sell	47,813 -7,000	-13%	-$420K	1.53%	13
2023 Q2	$3.3M	Sell	54,813 -3,525	-6%	-$219K	1.91%	9
2023 Q1	$3.62M	Sell	58,338 -1,125	-2%	-$68.1K	2.12%	6
2022 Q4	$3.78M	Sell	59,463 -375	-0.6%	-$22.6K	2.17%	4
2022 Q3	$3.35M	Buy	59,838 +13,150	+28%	+$817K	2.11%	5
2022 Q2	$2.94M	Sell	46,688 -7,376	-14%	-$468K	1.71%	9
2022 Q1	$3.35M	Sell	54,064 -698	-1%	-$42.4K	1.74%	11
2021 Q4	$3.24M	Sell	54,762 -725	-1%	-$40.4K	1.57%	14
2021 Q3	$2.91M	Sell	55,487 -50	-0.1%	-$2.79K	1.52%	14
2021 Q2	$3M	Sell	55,537 -300	-0.5%	-$16.3K	1.55%	12
2021 Q1	$2.94M	Buy	55,837 +1,637	+3%	+$82.4K	1.61%	11
2020 Q4	$2.97M	Sell	54,200 -825	-1%	-$42.7K	1.84%	6
2020 Q3	$2.72M	Buy	55,025 +2,700	+5%	+$130K	1.97%	11
2020 Q2	$2.34M	Sell	52,325 -300	-0.6%	-$13.8K	1.67%	12
2020 Q1	$2.33M	Buy	52,625 +11,300	+27%	+$610K	1.99%	9
2019 Q4	$2.29M	Hold	41,325	–	–	1.53%	12
2019 Q3	$2.25M	Hold	41,325	–	–	1.63%	9
2019 Q2	$2.1M	Sell	41,325 -125	-0.3%	-$6.13K	1.43%	12
2019 Q1	$1.94M	Buy	41,450 +25,550	+161%	+$1.2M	1.31%	14
2018 Q4	$753K	Sell	15,900 -146	-0.9%	-$6.99K	0.59%	60
2018 Q3	$741K	Buy	16,046 +73	+0.5%	+$3.33K	0.48%	77
2018 Q2	$701K	Buy	15,973 +2,830	+22%	+$122K	0.46%	79
2018 Q1	$571K	Sell	13,143 -50	-0.4%	-$2.25K	0.38%	97
2017 Q4	$605K	Hold	13,193	–	–	0.43%	87
2017 Q3	$594K	Hold	13,193	–	–	0.44%	87
2017 Q2	$592K	Buy	13,193 +100	+0.8%	+$4.42K	0.44%	83
2017 Q1	$556K	Buy	13,093 +420	+3%	+$17.5K	0.43%	79
2016 Q4	$525K	Sell	12,673 -1,000	-7%	-$41.6K	0.41%	79
2016 Q3	$579K	Hold	13,673	–	–	0.49%	73
2016 Q2	$620K	Hold	13,673	–	–	0.53%	58
2016 Q1	$634K	Sell	13,673 -1,000	-7%	-$43.5K	0.54%	63
2015 Q4	$630K	Buy	14,673 +3,450	+31%	+$146K	0.54%	67
2015 Q3	$450K	Hold	11,223	–	–	0.43%	87
2015 Q2	$440K	Hold	11,223	–	–	0.36%	104
2015 Q1	$455K	Buy	+11,223	New	+$469K	0.39%	98
2014 Q4	–	Sell	-15,000	Closed	-$640K	–	182
2014 Q3	$640K	Sell	15,000 -7,525	-33%	-$311K	0.56%	77
2014 Q2	$954K	Sell	22,525 -11,500	-34%	-$467K	0.85%	40
2014 Q1	$1.31M	Buy	34,025 +1,275	+4%	+$49.3K	1.2%	15
2013 Q4	$1.35M	Buy	+32,750	New	+$1.29M	1.31%	14

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

New England Research & Management's KO Position: Q2 2026 in Review

New England Research & Management reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $40.4K and leaving 32,796 shares worth $2.67M. The position accounts for 1.04% of the portfolio, ranked #28.

New England Research & Management first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.78M in Q4 2022. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

New England Research & Management held 32,796 shares of Coca-Cola worth $2.67M as of Q2 2026.
New England Research & Management sold 512 Coca-Cola shares in Q2 2026, an estimated $40.4K.
Coca-Cola made up 1.04% of New England Research & Management's portfolio in Q2 2026, its #28 holding.
New England Research & Management first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
New England Research & Management's Coca-Cola position peaked at $3.78M in Q4 2022.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.