Rebalance’s Coca-Cola KO Stock Holding History

Rebalance’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	$293K	Buy	3,604 +5	+0.1%	+$395	0.02%	92
2026 Q1	$274K	Hold	3,599	–	–	0.02%	92
2025 Q4	$252K	Hold	3,599	–	–	0.01%	95
2025 Q3	$239K	Hold	3,599	–	–	0.01%	93
2025 Q2	$255K	Sell	3,599 -461	-11%	-$32.8K	0.02%	88
2025 Q1	$291K	Buy	4,060 +1	+0%	+$67	0.02%	84
2024 Q4	$253K	Hold	4,059	–	–	0.02%	92
2024 Q3	$292K	Buy	4,059 +177	+5%	+$12.1K	0.02%	85
2024 Q2	$247K	Hold	3,882	–	–	0.02%	83
2024 Q1	$238K	Hold	3,882	–	–	0.02%	87
2023 Q4	$229K	Buy	+3,882	New	+$221K	0.02%	86
2023 Q1	–	Sell	-232	Closed	-$14.8K	–	102
2022 Q4	$14.8K	Buy	+232	New	+$14K	﹤0.01%	121

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Rebalance's KO Position: Q2 2026 in Review

Rebalance increased its Coca-Cola (KO) stake by 0.14% in Q2 2026, buying an estimated $395 and bringing the position to 3,604 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #92.

Rebalance first reported a position in KO in Q4 2022 and has held it in 12 quarters since. 1,773 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Rebalance held 3,604 shares of Coca-Cola worth $293K as of Q2 2026.
Rebalance bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
Coca-Cola made up 0.02% of Rebalance's portfolio in Q2 2026, its #92 holding.
Rebalance first reported a position in Coca-Cola in Q4 2022 and has held it in 12 quarters since.
1,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.