RCYC
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Richard C. Young & Co’s Coca-Cola KO Stock Holding History

Richard C. Young & Co’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 		$12.7M Sell
156,250
-8,424
-5% -$665K 0.94% 43
2026
Q1 		$12.5M Sell
164,674
-9,771
-6% -$739K 1.04% 44
2025
Q4 		$12.2M Buy
174,445
+3,518
+2% +$245K 1.09% 43
2025
Q3 		$11.3M Sell
170,927
-331
-0.2% -$22.8K 1.05% 43
2025
Q2 		$12.1M Buy
171,258
+3,003
+2% +$214K 1.2% 37
2025
Q1 		$12.1M Buy
168,255
+10,458
+7% +$698K 1.29% 39
2024
Q4 		$9.82M Sell
157,797
-1,103
-0.7% -$72K 1.07% 43
2024
Q3 		$11.4M Buy
158,900
+13,110
+9% +$898K 1.25% 43
2024
Q2 		$9.28M Buy
+145,790
New +$9.02M 1.13% 48
2014
Q1 		– Sell
-105,786
Closed -$4.37M – 63
2013
Q4 		$4.37M Sell
105,786
-729
-0.7% -$28.8K 0.95% 41
2013
Q3 		$4.04M Sell
106,515
-1,556
-1% -$61.5K 0.92% 44
2013
Q2 		$4.33M Buy
+108,071
New +$4.47M 1.08% 38

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Richard C. Young & Co's KO Position: Q2 2026 in Review

Richard C. Young & Co reduced its Coca-Cola (KO) stake by 5.1% in Q2 2026, selling an estimated $665K and leaving 156,250 shares worth $12.7M. The position accounts for 0.94% of the portfolio, ranked #43.

Richard C. Young & Co first reported a position in KO in Q2 2013 and has held it in 12 quarters since. 1,529 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Richard C. Young & Co held 156,250 shares of Coca-Cola worth $12.7M as of Q2 2026.
  • Richard C. Young & Co sold 8,424 Coca-Cola shares in Q2 2026, an estimated $665K.
  • Coca-Cola made up 0.94% of Richard C. Young & Co's portfolio in Q2 2026, its #43 holding.
  • Richard C. Young & Co first reported a position in Coca-Cola in Q2 2013 and has held it in 12 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.