R.M. Sincerbeaux Capital Management’s Coca-Cola KO Stock Holding History

R.M. Sincerbeaux Capital 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	$2.81M	Hold	34,530	–	–	1.49%	19
2026 Q1	$2.63M	Hold	34,530	–	–	1.53%	19
2025 Q4	$2.41M	Hold	34,530	–	–	1.35%	21
2025 Q3	$2.29M	Buy	34,530 +300	+0.9%	+$20.6K	1.23%	20
2025 Q2	$2.42M	Buy	34,230 +680	+2%	+$48.4K	1.37%	20
2025 Q1	$2.4M	Buy	33,550 +300	+0.9%	+$20K	1.42%	21
2024 Q4	$2.07M	Sell	33,250 -900	-3%	-$58.7K	1.24%	22
2024 Q3	$2.45M	Buy	34,150 +300	+0.9%	+$20.5K	1.52%	20
2024 Q2	$2.15M	Sell	33,850 -3,240	-9%	-$201K	1.42%	19
2024 Q1	$2.27M	Hold	37,090	–	–	1.44%	20
2023 Q4	$2.19M	Hold	37,090	–	–	1.55%	17
2023 Q3	$2.08M	Hold	37,090	–	–	1.58%	20
2023 Q2	$2.23M	Hold	37,090	–	–	1.53%	20
2023 Q1	$2.3M	Buy	37,090 +450	+1%	+$27.2K	1.6%	18
2022 Q4	$2.33M	Sell	36,640 -450	-1%	-$27.2K	1.66%	18
2022 Q3	$2.08M	Hold	37,090	–	–	1.64%	17
2022 Q2	$2.33M	Hold	37,090	–	–	1.71%	18
2022 Q1	$2.3M	Hold	37,090	–	–	1.46%	21
2021 Q4	$2.2M	Hold	37,090	–	–	1.31%	22
2021 Q3	$1.95M	Sell	37,090 -600	-2%	-$33.4K	1.27%	22
2021 Q2	$2.04M	Hold	37,690	–	–	1.29%	22
2021 Q1	$1.99M	Hold	37,690	–	–	1.36%	22
2020 Q4	$2.07M	Hold	37,690	–	–	1.5%	19
2020 Q3	$1.86M	Hold	37,690	–	–	1.59%	19
2020 Q2	$1.68M	Hold	37,690	–	–	1.5%	20
2020 Q1	$1.67M	Hold	37,690	–	–	1.65%	19
2019 Q4	$2.09M	Sell	37,690 -350	-0.9%	-$18.8K	1.62%	20
2019 Q3	$2.07M	Buy	38,040 +350	+0.9%	+$18.7K	1.64%	22
2019 Q2	$1.92M	Sell	37,690 -700	-2%	-$34.3K	1.56%	22
2019 Q1	$1.8M	Hold	38,390	–	–	1.45%	24
2018 Q4	$1.82M	Hold	38,390	–	–	1.68%	21
2018 Q3	$1.77M	Hold	38,390	–	–	1.44%	23
2018 Q2	$1.68M	Buy	38,390 +550	+1%	+$23.8K	1.48%	22
2018 Q1	$1.64M	Hold	37,840	–	–	1.54%	22
2017 Q4	$1.74M	Hold	37,840	–	–	1.58%	21
2017 Q3	$1.7M	Sell	37,840 -4,000	-10%	-$182K	1.64%	22
2017 Q2	$1.88M	Hold	41,840	–	–	1.69%	23
2017 Q1	$1.78M	Hold	41,840	–	–	1.65%	23
2016 Q4	$1.74M	Hold	41,840	–	–	1.64%	23
2016 Q3	$1.77M	Hold	41,840	–	–	1.72%	23
2016 Q2	$1.9M	Sell	41,840 -300	-0.7%	-$13.6K	1.95%	21
2016 Q1	$1.96M	Buy	42,140 +300	+0.7%	+$13.1K	2.05%	21
2015 Q4	$1.8M	Sell	41,840 -3,300	-7%	-$140K	1.95%	21
2015 Q3	$1.81M	Sell	45,140 -620	-1%	-$24.8K	1.91%	21
2015 Q2	$1.79M	Hold	45,760	–	–	1.75%	24
2015 Q1	$1.86M	Hold	45,760	–	–	1.69%	24
2014 Q4	$1.93M	Buy	45,760 +600	+1%	+$25.6K	1.77%	23
2014 Q3	$1.93M	Sell	45,160 -600	-1%	-$24.8K	1.76%	23
2014 Q2	$1.94M	Hold	45,760	–	–	1.82%	21
2014 Q1	$1.77M	Hold	45,760	–	–	1.74%	21
2013 Q4	$1.89M	Buy	+45,760	New	+$1.8M	1.86%	19

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

R.M. Sincerbeaux Capital Management's KO Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its Coca-Cola (KO) position steady in Q2 2026 at 34,530 shares worth $2.81M. The position accounts for 1.49% of the portfolio, ranked #19.

R.M. Sincerbeaux Capital Management first reported a position in KO in Q4 2013 and has held it in 51 quarters since. 1,601 funds tracked by Wall St. Rank hold KO as of Q2 2026.

R.M. Sincerbeaux Capital Management held 34,530 shares of Coca-Cola worth $2.81M as of Q2 2026.
R.M. Sincerbeaux Capital Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 1.49% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #19 holding.
R.M. Sincerbeaux Capital Management first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
1,601 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.