O'Keefe Stevens Advisory’s Coca-Cola KO Stock Holding History

O'Keefe Stevens Advisory’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	$1.54M	Buy	18,929 +486	+3%	+$38.4K	0.32%	33
2026 Q1	$1.4M	Buy	18,443 +1,596	+9%	+$121K	0.35%	34
2025 Q4	$1.18M	Buy	16,847 +1,034	+7%	+$72.1K	0.31%	34
2025 Q3	$1.05M	Buy	15,813 +464	+3%	+$31.9K	0.28%	38
2025 Q2	$1.09M	Buy	15,349 +2,492	+19%	+$178K	0.31%	36
2025 Q1	$921K	Buy	12,857 +2,701	+27%	+$180K	0.3%	37
2024 Q4	$632K	Buy	10,156 +3,168	+45%	+$207K	0.2%	42
2024 Q3	$502K	Buy	6,988 +2,139	+44%	+$146K	0.15%	45
2024 Q2	$309K	Buy	4,849 +1,044	+27%	+$64.6K	0.1%	51
2024 Q1	$233K	Buy	+3,805	New	+$229K	0.08%	55

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

O'Keefe Stevens Advisory's KO Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its Coca-Cola (KO) stake by 2.6% in Q2 2026, buying an estimated $38.4K and bringing the position to 18,929 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #33.

O'Keefe Stevens Advisory first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

O'Keefe Stevens Advisory held 18,929 shares of Coca-Cola worth $1.54M as of Q2 2026.
O'Keefe Stevens Advisory bought 486 Coca-Cola shares in Q2 2026, an estimated $38.4K.
Coca-Cola made up 0.32% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #33 holding.
O'Keefe Stevens Advisory first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.