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Patriot Investment Management Group’s Coca-Cola KO Stock Holding History

Patriot Investment Management Group’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 		$859K Buy
10,566
+39
+0.4% +$3.08K 0.05% 132
2026
Q1 		$801K Buy
10,527
+154
+1% +$11.6K 0.05% 142
2025
Q4 		$725K Sell
10,373
-871
-8% -$60.7K 0.05% 137
2025
Q3 		$746K Sell
11,244
-21
-0.2% -$1.45K 0.05% 131
2025
Q2 		$797K Sell
11,265
-667
-6% -$47.5K 0.06% 126
2025
Q1 		$855K Sell
11,932
-706
-6% -$47.1K 0.06% 114
2024
Q4 		$787K Buy
12,638
+72
+0.6% +$4.7K 0.06% 124
2024
Q3 		$903K Buy
12,566
+4
+0% +$274 0.07% 118
2024
Q2 		$800K Buy
12,562
+710
+6% +$44K 0.06% 121
2024
Q1 		$725K Hold
11,852
– – 0.06% 131
2023
Q4 		$698K Buy
11,852
+336
+3% +$19.1K 0.06% 131
2023
Q3 		$645K Sell
11,516
-858
-7% -$51.5K 0.06% 132
2023
Q2 		$745K Buy
12,374
+372
+3% +$23.1K 0.06% 132
2023
Q1 		$744K Hold
12,002
– – 0.07% 130
2022
Q4 		$726K Buy
12,002
+22
+0.2% +$1.33K 0.06% 133
2022
Q3 		$671K Buy
11,980
+16
+0.1% +$994 0.07% 130
2022
Q2 		$752K Buy
11,964
+16
+0.1% +$1.01K 0.07% 130
2022
Q1 		$740K Sell
11,948
-981
-8% -$59.7K 0.06% 139
2021
Q4 		$765K Sell
12,929
-32
-0.2% -$1.78K 0.06% 135
2021
Q3 		$680K Buy
12,961
+917
+8% +$51.1K 0.06% 142
2021
Q2 		$651K Buy
12,044
+98
+0.8% +$5.33K 0.06% 147
2021
Q1 		$629K Buy
11,946
+1,728
+17% +$87K 0.06% 141
2020
Q4 		$560K Sell
10,218
-1,619
-14% -$83.7K 0.08% 110
2020
Q3 		$584K Buy
11,837
+23
+0.2% +$1.11K 0.07% 137
2020
Q2 		$528K Buy
11,814
+117
+1% +$5.39K 0.07% 142
2020
Q1 		$517K Buy
11,697
+1,700
+17% +$91.8K 0.08% 129
2019
Q4 		$553K Buy
9,997
+253
+3% +$13.6K 0.07% 139
2019
Q3 		$527K Sell
9,744
-2,149
-18% -$115K 0.07% 135
2019
Q2 		$605K Buy
11,893
+384
+3% +$18.8K 0.08% 127
2019
Q1 		$539K Buy
+11,509
New +$538K 0.08% 136

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

Patriot Investment Management Group's KO Position: Q2 2026 in Review

Patriot Investment Management Group increased its Coca-Cola (KO) stake by 0.37% in Q2 2026, buying an estimated $3.08K and bringing the position to 10,566 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #132.

Patriot Investment Management Group first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $903K in Q3 2024. 1,481 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Patriot Investment Management Group held 10,566 shares of Coca-Cola worth $859K as of Q2 2026.
  • Patriot Investment Management Group bought 39 Coca-Cola shares in Q2 2026, an estimated $3.08K.
  • Coca-Cola made up 0.05% of Patriot Investment Management Group's portfolio in Q2 2026, its #132 holding.
  • Patriot Investment Management Group first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Coca-Cola position peaked at $903K in Q3 2024.
  • 1,481 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.