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Royal Fund Management’s Coca-Cola KO Stock Holding History

Royal Fund 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 		$6.25M Sell
76,894
-544
-0.7% -$43K 0.52% 68
2026
Q1 		$5.89M Buy
77,438
+43,783
+130% +$3.31M 0.56% 66
2025
Q4 		$2.35M Buy
33,655
+21,934
+187% +$1.53M 0.21% 129
2025
Q3 		$777K Sell
11,721
-15,196
-56% -$1.05M 0.09% 170
2025
Q2 		$1.9M Sell
26,917
-6,700
-20% -$477K 0.19% 147
2025
Q1 		$2.41M Buy
33,617
+1,124
+3% +$75.1K 0.27% 124
2024
Q4 		$2.03M Buy
32,493
+7,313
+29% +$477K 0.19% 131
2024
Q3 		$1.81M Sell
25,180
-5,369
-18% -$368K 0.11% 169
2024
Q2 		$1.95M Sell
30,549
-2,040
-6% -$126K 0.16% 131
2024
Q1 		$1.99M Buy
32,589
+1,079
+3% +$64.8K 0.2% 140
2023
Q4 		$1.86M Buy
31,510
+18,383
+140% +$1.04M 0.21% 136
2023
Q3 		$735K Sell
13,127
-186
-1% -$11.2K 0.1% 190
2023
Q2 		$802K Buy
13,313
+288
+2% +$17.9K 0.1% 179
2023
Q1 		$808K Buy
13,025
+1,666
+15% +$101K 0.12% 173
2022
Q4 		$723K Buy
11,359
+613
+6% +$37K 0.11% 150
2022
Q3 		$601K Buy
10,746
+6,192
+136% +$385K 0.11% 138
2022
Q2 		$286K Sell
4,554
-33
-0.7% -$2.09K 0.05% 175
2022
Q1 		$284K Sell
4,587
-317
-6% -$19.3K 0.04% 180
2021
Q4 		$290K Sell
4,904
-573
-10% -$31.9K 0.04% 163
2021
Q3 		$287K Sell
5,477
-831
-13% -$46.3K 0.04% 158
2021
Q2 		$341K Buy
6,308
+857
+16% +$46.6K 0.06% 148
2021
Q1 		$287K Sell
5,451
-9,115
-63% -$459K 0.05% 150
2020
Q4 		$798K Buy
14,566
+139
+1% +$7.19K 0.17% 107
2020
Q3 		$712K Sell
14,427
-276
-2% -$13.3K 0.18% 99
2020
Q2 		$656K Buy
14,703
+1,040
+8% +$47.9K 0.23% 85
2020
Q1 		$604K Sell
13,663
-115,528
-89% -$6.24M 0.25% 74
2019
Q4 		$7.15M Buy
129,191
+3,518
+3% +$189K 1.82% 16
2019
Q3 		$6.84M Buy
125,673
+2,451
+2% +$131K 1.91% 16
2019
Q2 		$6.27M Buy
123,222
+8,466
+7% +$415K 1.86% 17
2019
Q1 		$5.38M Buy
114,756
+33,138
+41% +$1.55M 1.71% 19
2018
Q4 		$3.86M Sell
81,618
-5,534
-6% -$265K 1.57% 23
2018
Q3 		$4.03M Sell
87,152
-4,707
-5% -$215K 1.25% 31
2018
Q2 		$4.03M Sell
91,859
-8,186
-8% -$354K 1.33% 29
2018
Q1 		$4.34M Sell
100,045
-3,744
-4% -$168K 1.59% 20
2017
Q4 		$4.76M Sell
103,789
-7,142
-6% -$328K 1.71% 22
2017
Q3 		$4.99M Sell
110,931
-13,956
-11% -$635K 1.99% 19
2017
Q2 		$5.6M Sell
124,887
-32,203
-20% -$1.42M 2.38% 17
2017
Q1 		$6.67M Sell
157,090
-25,929
-14% -$1.08M 3.22% 9
2016
Q4 		$7.59M Buy
+183,019
New +$7.62M 4.21% 7

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

Royal Fund Management's KO Position: Q2 2026 in Review

Royal Fund Management reduced its Coca-Cola (KO) stake by 0.7% in Q2 2026, selling an estimated $43K and leaving 76,894 shares worth $6.25M. The position accounts for 0.52% of the portfolio, ranked #68.

Royal Fund Management first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.59M in Q4 2016. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Royal Fund Management held 76,894 shares of Coca-Cola worth $6.25M as of Q2 2026.
  • Royal Fund Management sold 544 Coca-Cola shares in Q2 2026, an estimated $43K.
  • Coca-Cola made up 0.52% of Royal Fund Management's portfolio in Q2 2026, its #68 holding.
  • Royal Fund Management first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Coca-Cola position peaked at $7.59M in Q4 2016.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.