Oak Ridge Investments’s Coca-Cola KO Stock Holding History

Oak Ridge 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	–	Sell	-2,958	Closed	-$225K	–	190
2026 Q1	$225K	Sell	2,958 -273	-8%	-$20.6K	0.01%	173
2025 Q4	$226K	Sell	3,231 -367	-10%	-$25.6K	0.01%	174
2025 Q3	$239K	Buy	+3,598	New	+$248K	0.02%	174
2023 Q1	–	Sell	-3,213	Closed	-$204K	–	152
2022 Q4	$204K	Buy	+3,213	New	+$194K	0.03%	147
2020 Q3	–	Sell	-225,351	Closed	-$10.1M	–	185
2020 Q2	$10.1M	Sell	225,351 -1,604	-0.7%	-$73.9K	0.85%	39
2020 Q1	$10M	Sell	226,955 -21,720	-9%	-$1.17M	1.03%	30
2019 Q4	$13.8M	Sell	248,675 -14,077	-5%	-$757K	1.01%	35
2019 Q3	$14.3M	Sell	262,752 -9,921	-4%	-$531K	1.08%	33
2019 Q2	$13.9M	Sell	272,673 -18,748	-6%	-$919K	0.96%	36
2019 Q1	$13.7M	Buy	291,421 +74,809	+35%	+$3.5M	0.87%	42
2018 Q4	$10.3M	Sell	216,612 -4,020	-2%	-$192K	0.74%	51
2018 Q3	$10.2M	Sell	220,632 -10,502	-5%	-$480K	0.56%	75
2018 Q2	$10.1M	Sell	231,134 -1,760	-0.8%	-$76K	0.57%	73
2018 Q1	$10.1M	Buy	+232,894	New	+$10.5M	0.56%	73

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

Oak Ridge Investments's KO Position: Q2 2026 in Review

Oak Ridge Investments sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,958 shares — an estimated $225K sold.

Oak Ridge Investments first reported a position in KO in Q1 2018 and held it in 14 quarters. The position peaked at $14.3M in Q3 2019. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Oak Ridge Investments reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Oak Ridge Investments sold 2,958 Coca-Cola shares in Q2 2026, an estimated $225K.
Oak Ridge Investments first reported a position in Coca-Cola in Q1 2018 and held it in 14 quarters.
Oak Ridge Investments's Coca-Cola position peaked at $14.3M in Q3 2019.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.