Owen LaRue’s Coca-Cola KO Stock Holding History

Owen LaRue’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	$241K	Sell	2,963 -87	-3%	-$6.87K	0.08%	125
2026 Q1	$232K	Hold	3,050	–	–	0.09%	114
2025 Q4	$213K	Sell	3,050 -1,045	-26%	-$72.8K	0.08%	114
2025 Q3	$272K	Buy	4,095 +106	+3%	+$7.3K	0.11%	98
2025 Q2	$282K	Sell	3,989 -92	-2%	-$6.55K	0.12%	91
2025 Q1	$292K	Sell	4,081 -6,804	-63%	-$454K	0.15%	78
2024 Q4	$678K	Buy	10,885 +811	+8%	+$52.9K	0.35%	55
2024 Q3	$724K	Sell	10,074 -70	-0.7%	-$4.79K	0.38%	53
2024 Q2	$646K	Sell	10,144 -69	-0.7%	-$4.27K	0.4%	49
2024 Q1	$625K	Sell	10,213 -474	-4%	-$28.5K	0.39%	45
2023 Q4	$630K	Buy	10,687 +2,969	+38%	+$169K	0.6%	40
2023 Q3	$432K	Sell	7,718 -457	-6%	-$27.4K	0.48%	46
2023 Q2	$495K	Sell	8,175 -1,350	-14%	-$84K	0.52%	44
2023 Q1	$599K	Hold	9,525	–	–	0.65%	35
2022 Q4	$599K	Buy	+9,525	New	+$575K	0.65%	35

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

Owen LaRue's KO Position: Q2 2026 in Review

Owen LaRue reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $6.87K and leaving 2,963 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #125.

Owen LaRue first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Owen LaRue held 2,963 shares of Coca-Cola worth $241K as of Q2 2026.
Owen LaRue sold 87 Coca-Cola shares in Q2 2026, an estimated $6.87K.
Coca-Cola made up 0.08% of Owen LaRue's portfolio in Q2 2026, its #125 holding.
Owen LaRue first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Owen LaRue's Coca-Cola position peaked at $724K in Q3 2024.
1,241 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.