OC
KO icon

Optima Capital’s Coca-Cola KO Stock Holding History

Optima Capital’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 		$550K Buy
6,736
+15
+0.2% +$1.19K 0.22% 89
2026
Q1 		$513K Buy
6,721
+70
+1% +$5.29K 0.24% 86
2025
Q4 		$465K Sell
6,651
-326
-5% -$22.7K 0.2% 94
2025
Q3 		$465K Sell
6,977
-9
-0.1% -$619 0.23% 93
2025
Q2 		$496K Buy
6,986
+167
+2% +$11.9K 0.27% 94
2025
Q1 		$491K Buy
6,819
+8
+0.1% +$534 0.31% 79
2024
Q4 		$424K Buy
+6,811
New +$445K 0.29% 93

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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

Optima Capital's KO Position: Q2 2026 in Review

Optima Capital increased its Coca-Cola (KO) stake by 0.22% in Q2 2026, buying an estimated $1.19K and bringing the position to 6,736 shares worth $550K. The position accounts for 0.22% of the portfolio, ranked #89.

Optima Capital first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Optima Capital held 6,736 shares of Coca-Cola worth $550K as of Q2 2026.
  • Optima Capital bought 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
  • Coca-Cola made up 0.22% of Optima Capital's portfolio in Q2 2026, its #89 holding.
  • Optima Capital first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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