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Salem Investment Counselors’s Coca-Cola KO Stock Holding History

Salem Investment Counselors’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 		$8.66M Sell
105,989
-386
-0.4% -$30.5K 0.21% 67
2026
Q1 		$8.13M Buy
106,375
+714
+0.7% +$54K 0.24% 69
2025
Q4 		$7.39M Sell
105,661
-1,640
-2% -$114K 0.21% 72
2025
Q3 		$7.16M Sell
107,301
-322
-0.3% -$22.2K 0.2% 75
2025
Q2 		$7.66M Buy
107,623
+14
+0% +$997 0.24% 63
2025
Q1 		$7.75M Sell
107,609
-1,970
-2% -$132K 0.27% 62
2024
Q4 		$6.82M Sell
109,579
-1,008
-0.9% -$65.8K 0.22% 65
2024
Q3 		$7.99M Buy
110,587
+1,098
+1% +$75.2K 0.24% 61
2024
Q2 		$7.01M Sell
109,489
-645
-0.6% -$39.9K 0.23% 66
2024
Q1 		$6.78M Sell
110,134
-1,677
-1% -$101K 0.22% 68
2023
Q4 		$6.59M Sell
111,811
-588
-0.5% -$33.4K 0.23% 65
2023
Q3 		$6.33M Sell
112,399
-1,804
-2% -$108K 0.24% 65
2023
Q2 		$6.92M Sell
114,203
-124
-0.1% -$7.71K 0.25% 63
2023
Q1 		$7.13M Sell
114,327
-3,692
-3% -$224K 0.29% 66
2022
Q4 		$7.51M Buy
118,019
+7,841
+7% +$473K 0.32% 57
2022
Q3 		$6.21M Sell
110,178
-314
-0.3% -$19.5K 0.28% 58
2022
Q2 		$6.99M Sell
110,492
-2,290
-2% -$145K 0.32% 52
2022
Q1 		$6.99M Buy
112,782
+249
+0.2% +$15.1K 0.27% 60
2021
Q4 		$6.66M Sell
112,533
-1,127
-1% -$62.8K 0.23% 66
2021
Q3 		$5.96M Sell
113,660
-182
-0.2% -$10.1K 0.33% 66
2021
Q2 		$6.16M Buy
113,842
+1,065
+0.9% +$57.9K 0.34% 66
2021
Q1 		$5.94M Sell
112,777
-552
-0.5% -$27.8K 0.36% 62
2020
Q4 		$6.21M Buy
113,329
+3,098
+3% +$160K 0.41% 59
2020
Q3 		$5.44M Sell
110,231
-500
-0.5% -$24K 0.42% 56
2020
Q2 		$4.95M Buy
110,731
+475
+0.4% +$21.9K 0.42% 55
2020
Q1 		$4.88M Buy
110,256
+855
+0.8% +$46.2K 0.5% 52
2019
Q4 		$6.05M Buy
109,401
+408
+0.4% +$21.9K 0.5% 52
2019
Q3 		$5.93M Sell
108,993
-1,612
-1% -$86.3K 0.55% 49
2019
Q2 		$5.63M Sell
110,605
-18,535
-14% -$908K 0.52% 52
2019
Q1 		$5.96M Buy
129,140
+1,600
+1% +$74.8K 0.61% 40
2018
Q4 		$6.04M Sell
127,540
-1,600
-1% -$76.6K 0.76% 33
2018
Q3 		$5.96M Buy
129,140
+702
+0.5% +$32.1K 0.61% 40
2018
Q2 		$5.63M Sell
128,438
-4,545
-3% -$196K 0.52% 42
2018
Q1 		$5.73M Sell
132,983
-1,174
-0.9% -$52.7K 0.65% 43
2017
Q4 		$6.16M Buy
134,157
+739
+0.6% +$34K 0.67% 40
2017
Q3 		$6M Sell
133,418
-1,734
-1% -$78.9K 0.7% 41
2017
Q2 		$6.06M Buy
135,152
+1,890
+1% +$83.5K 0.7% 38
2017
Q1 		$5.66M Buy
133,262
+495
+0.4% +$20.6K 0.61% 45
2016
Q4 		$5.5M Buy
132,767
+408
+0.3% +$17K 0.63% 48
2016
Q3 		$56K Sell
132,359
-269
-0.2% -$11.8K 0.73% 42
2016
Q2 		$6.01M Sell
132,628
-7,769
-6% -$351K 0.72% 44
2016
Q1 		$6.51M Buy
140,397
+2,650
+2% +$115K 0.81% 40
2015
Q4 		$5.92M Buy
137,747
+1
+0% +$42 0.75% 42
2015
Q3 		$5.48M Buy
137,746
+5,901
+4% +$236K 0.72% 38
2015
Q2 		$5.17M Sell
131,845
-6,800
-5% -$277K 0.63% 47
2015
Q1 		$5.62M Sell
138,645
-15,804
-10% -$661K 0.67% 45
2014
Q4 		$6.52M Buy
154,449
+93
+0.1% +$3.97K 0.78% 40
2014
Q3 		$6.58M Sell
154,356
-3,954
-2% -$163K 0.79% 42
2014
Q2 		$6.71M Sell
158,310
-2,275
-1% -$92.3K 0.81% 37
2014
Q1 		$6.21M Sell
160,585
-12,000
-7% -$464K 0.77% 44
2013
Q4 		$7.13M Buy
172,585
+1,750
+1% +$69K 0.93% 31
2013
Q3 		$6.47M Buy
170,835
+1,150
+0.7% +$45.5K 0.9% 32
2013
Q2 		$6.81M Buy
+169,685
New +$7.03M 0.98% 31

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Salem Investment Counselors's KO Position: Q2 2026 in Review

Salem Investment Counselors reduced its Coca-Cola (KO) stake by 0.36% in Q2 2026, selling an estimated $30.5K and leaving 105,989 shares worth $8.66M. The position accounts for 0.21% of the portfolio, ranked #67.

Salem Investment Counselors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,974 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Salem Investment Counselors held 105,989 shares of Coca-Cola worth $8.66M as of Q2 2026.
  • Salem Investment Counselors sold 386 Coca-Cola shares in Q2 2026, an estimated $30.5K.
  • Coca-Cola made up 0.21% of Salem Investment Counselors's portfolio in Q2 2026, its #67 holding.
  • Salem Investment Counselors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.