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Relyea Zuckerberg Hanson’s Coca-Cola KO Stock Holding History

Relyea Zuckerberg Hanson’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 		$2.67M Buy
32,912
+1,875
+6% +$148K 0.22% 66
2026
Q1 		$2.36M Sell
31,037
-5,854
-16% -$443K 0.24% 61
2025
Q4 		$2.58M Buy
36,891
+808
+2% +$56.3K 0.26% 61
2025
Q3 		$2.39M Sell
36,083
-525
-1% -$36.1K 0.25% 60
2025
Q2 		$2.59M Sell
36,608
-457
-1% -$32.6K 0.3% 54
2025
Q1 		$2.65M Buy
37,065
+1,481
+4% +$98.9K 0.36% 47
2024
Q4 		$2.22M Buy
35,584
+17,118
+93% +$1.12M 0.3% 57
2024
Q3 		$1.33M Sell
18,466
-30
-0.2% -$2.05K 0.2% 70
2024
Q2 		$1.18M Buy
18,496
+2,340
+14% +$145K 0.2% 72
2024
Q1 		$988K Buy
16,156
+709
+5% +$42.6K 0.17% 76
2023
Q4 		$910K Sell
15,447
-384
-2% -$21.8K 0.18% 78
2023
Q3 		$886K Buy
15,831
+104
+0.7% +$6.24K 0.2% 73
2023
Q2 		$947K Sell
15,727
-899
-5% -$55.9K 0.21% 69
2023
Q1 		$1.03M Sell
16,626
-370
-2% -$22.4K 0.25% 60
2022
Q4 		$1.08M Buy
16,996
+3,705
+28% +$224K 0.31% 52
2022
Q3 		$745K Buy
13,291
+728
+6% +$45.2K 0.27% 56
2022
Q2 		$790K Buy
12,563
+732
+6% +$46.4K 0.29% 52
2022
Q1 		$766K Buy
11,831
+1,980
+20% +$120K 0.25% 65
2021
Q4 		$595K Buy
9,851
+1,035
+12% +$57.6K 0.22% 82
2021
Q3 		$463K Buy
8,816
+716
+9% +$39.9K 0.18% 86
2021
Q2 		$438K Buy
8,100
+197
+2% +$10.7K 0.18% 79
2021
Q1 		$423K Buy
7,903
+207
+3% +$10.4K 0.19% 76
2020
Q4 		$422K Sell
7,696
-20
-0.3% -$1.03K 0.23% 73
2020
Q3 		$386K Sell
7,716
-180
-2% -$8.66K 0.25% 74
2020
Q2 		$353K Hold
7,896
– – 0.28% 73
2020
Q1 		$349K Hold
7,896
– – 0.38% 65
2019
Q4 		$437K Buy
+7,896
New +$425K 0.42% 53

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Relyea Zuckerberg Hanson's KO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Coca-Cola (KO) stake by 6% in Q2 2026, buying an estimated $148K and bringing the position to 32,912 shares worth $2.67M. The position accounts for 0.22% of the portfolio, ranked #66.

Relyea Zuckerberg Hanson first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Relyea Zuckerberg Hanson held 32,912 shares of Coca-Cola worth $2.67M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 1,875 Coca-Cola shares in Q2 2026, an estimated $148K.
  • Coca-Cola made up 0.22% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #66 holding.
  • Relyea Zuckerberg Hanson first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.