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Santori & Peters Inc’s Coca-Cola KO Stock Holding History

Santori & Peters Inc’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 		$231K Buy
2,841
+1
+0% +$79 0.07% 79
2026
Q1 		$216K Buy
+2,840
New +$215K 0.07% 73
2025
Q3 		– Sell
-2,840
Closed -$201K – 78
2025
Q2 		$201K Hold
2,840
– – 0.07% 67
2025
Q1 		$203K Buy
+2,840
New +$190K 0.08% 63
2024
Q4 		– Sell
-2,839
Closed -$204K – 68
2024
Q3 		$204K Buy
+2,839
New +$194K 0.08% 65
2023
Q1 		– Sell
-3,153
Closed -$201K – 54
2022
Q4 		$201K Buy
+3,153
New +$190K 0.12% 49
2022
Q3 		– Sell
-3,489
Closed -$219K – 47
2022
Q2 		$219K Buy
+3,489
New +$221K 0.14% 45
2021
Q1 		– Sell
-9,870
Closed -$504K – 70
2020
Q4 		$504K Buy
9,870
+4
+0% +$207 0.28% 44
2020
Q3 		$487K Buy
+9,866
New +$474K 0.32% 41
2020
Q2 		– Sell
-9,942
Closed -$439K – 67
2020
Q1 		$439K Buy
9,942
+69
+0.7% +$3.73K 0.38% 37
2019
Q4 		$546K Buy
9,873
+3
+0% +$161 0.36% 39
2019
Q3 		$537K Sell
9,870
-3,566
-27% -$191K 0.39% 31
2019
Q2 		$684K Buy
+13,436
New +$659K 0.5% 24
2019
Q1 		– Sell
-13,843
Closed -$655K – 68
2018
Q4 		$655K Buy
+13,843
New +$663K 0.58% 21
2018
Q1 		– Sell
-2,955
Closed -$127K – 311
2017
Q4 		$127K Buy
+2,955
New +$136K 0.11% 62

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

Santori & Peters Inc's KO Position: Q2 2026 in Review

Santori & Peters Inc increased its Coca-Cola (KO) stake by 0.04% in Q2 2026, buying an estimated $79 and bringing the position to 2,841 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #79.

Santori & Peters Inc first reported a position in KO in Q4 2017 and has held it in 15 quarters since. The position peaked at $684K in Q2 2019. 1,525 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Santori & Peters Inc held 2,841 shares of Coca-Cola worth $231K as of Q2 2026.
  • Santori & Peters Inc bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.07% of Santori & Peters Inc's portfolio in Q2 2026, its #79 holding.
  • Santori & Peters Inc first reported a position in Coca-Cola in Q4 2017 and has held it in 15 quarters since.
  • Santori & Peters Inc's Coca-Cola position peaked at $684K in Q2 2019.
  • 1,525 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.