Private Capital Advisors’s Coca-Cola KO Stock Holding History

Private Capital Advisors’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	$879K	Hold	10,811	–	–	0.08%	41
2026 Q1	$822K	Hold	10,811	–	–	0.09%	39
2025 Q4	$756K	Buy	10,811 +11	+0.1%	+$767	0.08%	42
2025 Q3	$716K	Sell	10,800 -7,200	-40%	-$496K	0.08%	49
2025 Q2	$1.27M	Hold	18,000	–	–	0.16%	38
2025 Q1	$1.29M	Hold	18,000	–	–	0.15%	38
2024 Q4	$1.12M	Hold	18,000	–	–	0.13%	40
2024 Q3	$1.29M	Hold	18,000	–	–	0.14%	42
2024 Q2	$1.15M	Sell	18,000 -10	-0.1%	-$619	0.13%	44
2024 Q1	$1.1M	Hold	18,010	–	–	0.14%	45
2023 Q4	$1.06M	Hold	18,010	–	–	0.16%	42
2023 Q3	$1.02M	Hold	18,010	–	–	0.16%	45
2023 Q2	$1.08M	Hold	18,010	–	–	0.18%	44
2023 Q1	$1.12M	Hold	18,010	–	–	0.21%	39
2022 Q4	$1.15M	Hold	18,010	–	–	0.2%	36
2022 Q3	$1.01M	Hold	18,010	–	–	0.17%	40
2022 Q2	$1.13M	Hold	18,010	–	–	0.19%	42
2022 Q1	$1.12M	Hold	18,010	–	–	0.16%	56
2021 Q4	$1.07M	Hold	18,010	–	–	0.17%	47
2021 Q3	$945K	Hold	18,010	–	–	0.16%	52
2021 Q2	$975K	Hold	18,010	–	–	0.16%	51
2021 Q1	$949K	Hold	18,010	–	–	0.18%	55
2020 Q4	$988K	Buy	18,010 +10	+0.1%	+$517	0.2%	49
2020 Q3	$889K	Hold	18,000	–	–	0.21%	50
2020 Q2	$804K	Hold	18,000	–	–	0.21%	46
2020 Q1	$796K	Hold	18,000	–	–	0.25%	43
2019 Q4	$996K	Hold	18,000	–	–	0.24%	48
2019 Q3	$980K	Hold	18,000	–	–	0.27%	49
2019 Q2	$917K	Hold	18,000	–	–	0.26%	54
2019 Q1	$843K	Hold	18,000	–	–	0.26%	52
2018 Q4	$852K	Hold	18,000	–	–	0.31%	50
2018 Q3	$831K	Hold	18,000	–	–	0.23%	61
2018 Q2	$789K	Hold	18,000	–	–	0.25%	56
2018 Q1	$782K	Hold	18,000	–	–	0.26%	60
2017 Q4	$826K	Hold	18,000	–	–	0.29%	57
2017 Q3	$810K	Hold	18,000	–	–	0.28%	60
2017 Q2	$807K	Hold	18,000	–	–	0.26%	73
2017 Q1	$764K	Hold	18,000	–	–	0.25%	73
2016 Q4	$746K	Hold	18,000	–	–	0.26%	72
2016 Q3	$762K	Hold	18,000	–	–	0.27%	68
2016 Q2	$816K	Hold	18,000	–	–	0.31%	61
2016 Q1	$835K	Hold	18,000	–	–	0.37%	61
2015 Q4	$773K	Hold	18,000	–	–	0.33%	64
2015 Q3	$722K	Hold	18,000	–	–	0.3%	72
2015 Q2	$706K	Hold	18,000	–	–	0.23%	87
2015 Q1	$730K	Hold	18,000	–	–	0.27%	72
2014 Q4	$760K	Sell	18,000 -49,818	-73%	-$2.13M	0.29%	72
2014 Q3	$2.89M	Sell	67,818 -1,550	-2%	-$64.1K	0.94%	50
2014 Q2	$2.94M	Sell	69,368 -9,263	-12%	-$376K	0.95%	51
2014 Q1	$3.04M	Sell	78,631 -1,200	-2%	-$46.4K	1.16%	39
2013 Q4	$3.3M	Sell	79,831 -525	-0.7%	-$20.7K	1.13%	46
2013 Q3	$3.04M	Sell	80,356 -600	-0.7%	-$23.7K	1.11%	44
2013 Q2	$3.25M	Buy	+80,956	New	+$3.35M	1.21%	41

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

Private Capital Advisors's KO Position: Q2 2026 in Review

Private Capital Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 10,811 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #41.

Private Capital Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.3M in Q4 2013. 1,227 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Private Capital Advisors held 10,811 shares of Coca-Cola worth $879K as of Q2 2026.
Private Capital Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.08% of Private Capital Advisors's portfolio in Q2 2026, its #41 holding.
Private Capital Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Private Capital Advisors's Coca-Cola position peaked at $3.3M in Q4 2013.
1,227 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.