Principal Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $710M | Buy |
8,737,836
+987,181
| +13% | +$78M | 0.35% | 60 |
|
|
2026
Q1 | $589M | Buy |
7,750,655
+121,026
| +2% | +$9.15M | 0.31% | 64 |
|
|
2025
Q4 | $533M | Buy |
7,629,629
+81,222
| +1% | +$5.66M | 0.27% | 73 |
|
|
2025
Q3 | $501M | Sell |
7,548,407
-793,515
| -10% | -$54.6M | 0.25% | 81 |
|
|
2025
Q2 | $590M | Buy |
8,341,922
+911,612
| +12% | +$64.9M | 0.31% | 67 |
|
|
2025
Q1 | $532M | Sell |
7,430,310
-86,988
| -1% | -$5.81M | 0.3% | 74 |
|
|
2024
Q4 | $468M | Sell |
7,517,298
-105,109
| -1% | -$6.86M | 0.26% | 81 |
|
|
2024
Q3 | $548M | Sell |
7,622,407
-418,298
| -5% | -$28.6M | 0.3% | 73 |
|
|
2024
Q2 | $512M | Sell |
8,040,705
-131,565
| -2% | -$8.14M | 0.3% | 69 |
|
|
2024
Q1 | $500M | Sell |
8,172,270
-302,704
| -4% | -$18.2M | 0.29% | 75 |
|
|
2023
Q4 | $499M | Buy |
8,474,974
+23,046
| +0.3% | +$1.31M | 0.32% | 69 |
|
|
2023
Q3 | $473M | Buy |
8,451,928
+144,519
| +2% | +$8.67M | 0.34% | 69 |
|
|
2023
Q2 | $500M | Buy |
8,307,409
+96,839
| +1% | +$6.02M | 0.34% | 67 |
|
|
2023
Q1 | $509M | Buy |
8,210,570
+38,182
| +0.5% | +$2.31M | 0.36% | 62 |
|
|
2022
Q4 | $520M | Buy |
8,172,388
+125,507
| +2% | +$7.58M | 0.39% | 59 |
|
|
2022
Q3 | $451M | Sell |
8,046,881
-234,853
| -3% | -$14.6M | 0.36% | 65 |
|
|
2022
Q2 | $521M | Sell |
8,281,734
-1,087,561
| -12% | -$68.9M | 0.39% | 64 |
|
|
2022
Q1 | $581M | Sell |
9,369,295
-106,152
| -1% | -$6.46M | 0.37% | 60 |
|
|
2021
Q4 | $561M | Buy |
9,475,447
+169,622
| +2% | +$9.45M | 0.33% | 71 |
|
|
2021
Q3 | $488M | Buy |
9,305,825
+3,898
| +0% | +$217K | 0.32% | 73 |
|
|
2021
Q2 | $503M | Sell |
9,301,927
-219,680
| -2% | -$12M | 0.33% | 71 |
|
|
2021
Q1 | $502M | Sell |
9,521,607
-79,998
| -0.8% | -$4.03M | 0.35% | 61 |
|
|
2020
Q4 | $527M | Sell |
9,601,605
-177,520
| -2% | -$9.18M | 0.39% | 59 |
|
|
2020
Q3 | $483M | Sell |
9,779,125
-582,263
| -6% | -$28M | 0.41% | 54 |
|
|
2020
Q2 | $463M | Buy |
10,361,388
+1,176,700
| +13% | +$54.2M | 0.41% | 55 |
|
|
2020
Q1 | $406M | Buy |
9,184,688
+246,726
| +3% | +$13.3M | 0.45% | 48 |
|
|
2019
Q4 | $495M | Buy |
8,937,962
+160,880
| +2% | +$8.65M | 0.41% | 49 |
|
|
2019
Q3 | $478M | Buy |
8,777,082
+785,547
| +10% | +$42.1M | 0.42% | 46 |
|
|
2019
Q2 | $407M | Sell |
7,991,535
-263,924
| -3% | -$12.9M | 0.37% | 61 |
|
|
2019
Q1 | $387M | Sell |
8,255,459
-2,211
| -0% | -$103K | 0.36% | 63 |
|
|
2018
Q4 | $391M | Buy |
8,257,670
+180,017
| +2% | +$8.62M | 0.42% | 42 |
|
|
2018
Q3 | $373M | Sell |
8,077,653
-87,226
| -1% | -$3.99M | 0.33% | 64 |
|
|
2018
Q2 | $358M | Buy |
8,164,879
+36,606
| +0.5% | +$1.58M | 0.33% | 66 |
|
|
2018
Q1 | $353M | Buy |
8,128,273
+648,091
| +9% | +$29.1M | 0.34% | 63 |
|
|
2017
Q4 | $343M | Buy |
7,480,182
+540,283
| +8% | +$24.8M | 0.32% | 68 |
|
|
2017
Q3 | $312M | Sell |
6,939,899
-92,826
| -1% | -$4.22M | 0.3% | 73 |
|
|
2017
Q2 | $315M | Buy |
7,032,725
+1,214,598
| +21% | +$53.7M | 0.32% | 63 |
|
|
2017
Q1 | $247M | Buy |
5,818,127
+270,856
| +5% | +$11.3M | 0.3% | 77 |
|
|
2016
Q4 | $230M | Sell |
5,547,271
-23,463
| -0.4% | -$976K | 0.29% | 81 |
|
|
2016
Q3 | $236M | Buy |
5,570,734
+15,969
| +0.3% | +$700K | 0.31% | 76 |
|
|
2016
Q2 | $252M | Buy |
5,554,765
+75,277
| +1% | +$3.4M | 0.35% | 63 |
|
|
2016
Q1 | $254M | Buy |
5,479,488
+175,446
| +3% | +$7.64M | 0.37% | 56 |
|
|
2015
Q4 | $228M | Buy |
5,304,042
+100,511
| +2% | +$4.27M | 0.34% | 66 |
|
|
2015
Q3 | $209M | Sell |
5,203,531
-7,992
| -0.2% | -$320K | 0.33% | 70 |
|
|
2015
Q2 | $204M | Buy |
5,211,523
+62,134
| +1% | +$2.53M | 0.3% | 80 |
|
|
2015
Q1 | $209M | Buy |
5,149,389
+120,851
| +2% | +$5.05M | 0.31% | 76 |
|
|
2014
Q4 | $212M | Sell |
5,028,538
-183,983
| -4% | -$7.86M | 0.33% | 63 |
|
|
2014
Q3 | $222M | Buy |
5,212,521
+452,044
| +9% | +$18.7M | 0.38% | 50 |
|
|
2014
Q2 | $202M | Buy |
4,760,477
+35,670
| +0.8% | +$1.45M | 0.34% | 58 |
|
|
2014
Q1 | $183M | Sell |
4,724,807
-21,730
| -0.5% | -$839K | 0.33% | 56 |
|
|
2013
Q4 | $196M | Buy |
4,746,537
+12,744
| +0.3% | +$503K | 0.37% | 40 |
|
|
2013
Q3 | $179M | Buy |
4,733,793
+132,318
| +3% | +$5.23M | 0.37% | 49 |
|
|
2013
Q2 | $185M | Buy |
+4,601,475
| New | +$191M | 0.41% | 38 |
|
Other funds holding KO
Principal Financial Group's KO Position: Q2 2026 in Review
Principal Financial Group increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $78M and bringing the position to 8,737,836 shares worth $710M. The position accounts for 0.35% of the portfolio, ranked #60.
Principal Financial Group first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Principal Financial Group held 8,737,836 shares of Coca-Cola worth $710M as of Q2 2026.
- Principal Financial Group bought 987,181 Coca-Cola shares in Q2 2026, an estimated $78M.
- Coca-Cola made up 0.35% of Principal Financial Group's portfolio in Q2 2026, its #60 holding.
- Principal Financial Group first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.