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POM Investment Strategies’s Coca-Cola KO Stock Holding History

POM Investment Strategies’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 		$17.9K Hold
220
– – 0.02% 141
2026
Q1 		$16.7K Buy
220
+133
+153% +$10.1K 0.02% 171
2025
Q4 		$6.11K Buy
87
+26
+43% +$1.81K ﹤0.01% 185
2025
Q3 		$4.05K Buy
+61
New +$4.2K ﹤0.01% 137
2025
Q1 		– Sell
-1,709
Closed -$106K – 293
2024
Q4 		$106K Sell
1,709
-122
-7% -$7.96K 0.08% 53
2024
Q3 		$132K Buy
1,831
+231
+14% +$15.8K 0.1% 45
2024
Q2 		$102K Hold
1,600
– – 0.08% 53
2024
Q1 		$97.9K Hold
1,600
– – 0.08% 50
2023
Q4 		$94.3K Buy
+1,600
New +$90.9K 0.09% 46

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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

POM Investment Strategies's KO Position: Q2 2026 in Review

POM Investment Strategies held its Coca-Cola (KO) position steady in Q2 2026 at 220 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #141.

POM Investment Strategies first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $132K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • POM Investment Strategies held 220 shares of Coca-Cola worth $17.9K as of Q2 2026.
  • POM Investment Strategies left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.02% of POM Investment Strategies's portfolio in Q2 2026, its #141 holding.
  • POM Investment Strategies first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
  • POM Investment Strategies's Coca-Cola position peaked at $132K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.