Princeton Global Asset Management’s Coca-Cola KO Stock Holding History

Princeton Global Asset Management’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	$4.79M	Sell	58,963 -129	-0.2%	-$10.2K	0.69%	39
2026 Q1	$4.49M	Sell	59,092 -109	-0.2%	-$8.24K	0.73%	38
2025 Q4	$4.14M	Buy	59,201 +1,242	+2%	+$86.6K	0.67%	36
2025 Q3	$3.84M	Sell	57,959 -700	-1%	-$48.2K	0.64%	43
2025 Q2	$4.15M	Sell	58,659 -2,713	-4%	-$193K	0.75%	34
2025 Q1	$4.4M	Sell	61,372 -17	-0%	-$1.14K	0.87%	32
2024 Q4	$3.82M	Buy	61,389 +314	+0.5%	+$20.5K	0.71%	41
2024 Q3	$4.39M	Buy	61,075 +1,678	+3%	+$115K	0.85%	31
2024 Q2	$3.78M	Buy	59,397 +1,317	+2%	+$81.5K	0.83%	33
2024 Q1	$3.55M	Sell	58,080 -549	-0.9%	-$33K	0.85%	37
2023 Q4	$3.46M	Sell	58,629 -453	-0.8%	-$25.7K	0.87%	35
2023 Q3	$3.31M	Buy	59,082 +2,312	+4%	+$139K	0.94%	31
2023 Q2	$3.42M	Sell	56,770 -1,513	-3%	-$94.1K	1%	29
2023 Q1	$3.62M	Buy	58,283 +2,252	+4%	+$136K	1.04%	30
2022 Q4	$3.56M	Buy	+56,031	New	+$3.38M	1.15%	26
2020 Q3	–	Sell	-2,469	Closed	-$110K	–	492
2020 Q2	$110K	Hold	2,469	–	–	0.03%	203
2020 Q1	$109K	Hold	2,469	–	–	0.05%	183
2019 Q4	$137	Buy	+2,469	New	+$133K	0.06%	171

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Princeton Global Asset Management's KO Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Coca-Cola (KO) stake by 0.22% in Q2 2026, selling an estimated $10.2K and leaving 58,963 shares worth $4.79M. The position accounts for 0.69% of the portfolio, ranked #39.

Princeton Global Asset Management first reported a position in KO in Q4 2019 and has held it in 18 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Princeton Global Asset Management held 58,963 shares of Coca-Cola worth $4.79M as of Q2 2026.
Princeton Global Asset Management sold 129 Coca-Cola shares in Q2 2026, an estimated $10.2K.
Coca-Cola made up 0.69% of Princeton Global Asset Management's portfolio in Q2 2026, its #39 holding.
Princeton Global Asset Management first reported a position in Coca-Cola in Q4 2019 and has held it in 18 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.