SBWIC
KO icon

Schaper Benz & Wise Investment Counsel’s Coca-Cola KO Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$4.62M Sell
56,821
-771
-1% -$60.9K 0.31% 77
2026
Q1 		$4.38M Sell
57,592
-666
-1% -$50.3K 0.33% 77
2025
Q4 		$4.07M Buy
58,258
+2,050
+4% +$143K 0.29% 74
2025
Q3 		$3.73M Buy
56,208
+535
+1% +$36.8K 0.28% 77
2025
Q2 		$3.94M Sell
55,673
-2,461
-4% -$175K 0.3% 76
2025
Q1 		$4.16M Sell
58,134
-256
-0.4% -$17.1K 0.34% 72
2024
Q4 		$3.64M Buy
58,390
+115
+0.2% +$7.51K 0.29% 76
2024
Q3 		$4.19M Sell
58,275
-480
-0.8% -$32.9K 0.33% 74
2024
Q2 		$3.74M Buy
58,755
+855
+1% +$52.9K 0.32% 74
2024
Q1 		$3.54M Buy
57,900
+9,495
+20% +$570K 0.3% 77
2023
Q4 		$2.85M Sell
48,405
-906
-2% -$51.5K 0.26% 79
2023
Q3 		$2.76M Hold
49,311
– – 0.27% 78
2023
Q2 		$2.97M Hold
49,311
– – 0.29% 74
2023
Q1 		$3.06M Sell
49,311
-575
-1% -$34.8K 0.31% 73
2022
Q4 		$3.17M Sell
49,886
-2,980
-6% -$180K 0.34% 70
2022
Q3 		$2.96M Buy
52,866
+466
+0.9% +$29K 0.34% 69
2022
Q2 		$3.3M Buy
52,400
+1,975
+4% +$125K 0.34% 69
2022
Q1 		$3.13M Sell
50,425
-950
-2% -$57.8K 0.27% 78
2021
Q4 		$3.04M Sell
51,375
-250
-0.5% -$13.9K 0.24% 80
2021
Q3 		$2.71M Buy
51,625
+1,503
+3% +$83.8K 0.24% 77
2021
Q2 		$2.71M Sell
50,122
-1,146
-2% -$62.4K 0.24% 75
2021
Q1 		$2.7M Sell
51,268
-300
-0.6% -$15.1K 0.26% 74
2020
Q4 		$2.83M Sell
51,568
-175
-0.3% -$9.05K 0.29% 72
2020
Q3 		$2.56M Buy
51,743
+2,100
+4% +$101K 0.3% 67
2020
Q2 		$2.22M Buy
49,643
+842
+2% +$38.8K 0.28% 70
2020
Q1 		$2.16M Buy
48,801
+200
+0.4% +$10.8K 0.31% 67
2019
Q4 		$2.69M Buy
48,601
+150
+0.3% +$8.06K 0.32% 65
2019
Q3 		$2.64M Buy
48,451
+200
+0.4% +$10.7K 0.33% 64
2019
Q2 		$2.46M Sell
48,251
-950
-2% -$46.6K 0.31% 66
2019
Q1 		$2.31M Buy
49,201
+500
+1% +$23.4K 0.3% 66
2018
Q4 		$2.31M Sell
48,701
-250
-0.5% -$12K 0.34% 65
2018
Q3 		$2.26M Sell
48,951
-300
-0.6% -$13.7K 0.3% 67
2018
Q2 		$2.16M Sell
49,251
-400
-0.8% -$17.3K 0.31% 68
2018
Q1 		$2.16M Sell
49,651
-250
-0.5% -$11.2K 0.32% 69
2017
Q4 		$2.29M Sell
49,901
-300
-0.6% -$13.8K 0.33% 68
2017
Q3 		$2.26M Sell
50,201
-825
-2% -$37.5K 0.35% 68
2017
Q2 		$2.29M Hold
51,026
– – 0.37% 67
2017
Q1 		$2.17M Buy
51,026
+824
+2% +$34.4K 0.37% 66
2016
Q4 		$2.08M Buy
50,202
+697
+1% +$29K 0.37% 66
2016
Q3 		$2.1M Buy
49,505
+3,550
+8% +$156K 0.37% 65
2016
Q2 		$2.08M Buy
45,955
+1,650
+4% +$74.6K 0.38% 65
2016
Q1 		$2.06M Buy
44,305
+4,175
+10% +$182K 0.39% 65
2015
Q4 		$1.72M Buy
40,130
+1,450
+4% +$61.5K 0.34% 66
2015
Q3 		$1.55M Buy
38,680
+3,125
+9% +$125K 0.32% 65
2015
Q2 		$1.4M Buy
35,555
+2,605
+8% +$106K 0.27% 66
2015
Q1 		$1.34M Buy
32,950
+2,800
+9% +$117K 0.26% 65
2014
Q4 		$1.27M Buy
30,150
+4,600
+18% +$196K 0.25% 65
2014
Q3 		$1.09M Buy
25,550
+15,029
+143% +$621K 0.23% 68
2014
Q2 		$446K Buy
10,521
+212
+2% +$8.6K 0.09% 78
2014
Q1 		$399K Hold
10,309
– – 0.09% 80
2013
Q4 		$426K Hold
10,309
– – 0.09% 78
2013
Q3 		$391K Hold
10,309
– – 0.09% 78
2013
Q2 		$413K Buy
+10,309
New +$427K 0.1% 75

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

Schaper Benz & Wise Investment Counsel's KO Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $60.9K and leaving 56,821 shares worth $4.62M. The position accounts for 0.31% of the portfolio, ranked #77.

Schaper Benz & Wise Investment Counsel first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 56,821 shares of Coca-Cola worth $4.62M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 771 Coca-Cola shares in Q2 2026, an estimated $60.9K.
  • Coca-Cola made up 0.31% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #77 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.