SeaBridge Investment Advisors’s Coca-Cola KO Stock Holding History

SeaBridge Investment Advisors’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	$708K	Buy	8,706 +2,040	+31%	+$161K	0.1%	123
2026 Q1	$507K	Sell	6,666 -1,059	-14%	-$80.1K	0.09%	137
2025 Q4	$540K	Buy	7,725 +5	+0.1%	+$349	0.09%	143
2025 Q3	$512K	Buy	7,720 +3	+0%	+$206	0.08%	145
2025 Q2	$546K	Sell	7,717 -498	-6%	-$35.5K	0.1%	135
2025 Q1	$588K	Hold	8,215	–	–	0.13%	127
2024 Q4	$511K	Buy	8,215 +1,833	+29%	+$120K	0.11%	140
2024 Q3	$459K	Hold	6,382	–	–	0.11%	123
2024 Q2	$406K	Sell	6,382 -500	-7%	-$31K	0.11%	125
2024 Q1	$421K	Hold	6,882	–	–	0.11%	122
2023 Q4	$406K	Hold	6,882	–	–	0.12%	124
2023 Q3	$385K	Buy	+6,882	New	+$413K	0.13%	116
2020 Q4	–	Sell	-800	Closed	-$39K	–	197
2020 Q3	$39K	Hold	800	–	–	0.01%	181
2020 Q2	$36K	Hold	800	–	–	0.01%	179
2020 Q1	$35K	Hold	800	–	–	0.02%	180
2019 Q4	$44K	Hold	800	–	–	0.02%	179
2019 Q3	$44K	Hold	800	–	–	0.02%	185
2019 Q2	$41K	Hold	800	–	–	0.01%	187
2019 Q1	$37K	Hold	800	–	–	0.01%	187
2018 Q4	$38K	Hold	800	–	–	0.01%	180
2018 Q3	$37K	Hold	800	–	–	0.01%	176
2018 Q2	$35K	Hold	800	–	–	0.01%	184
2018 Q1	$35K	Hold	800	–	–	0.01%	176
2017 Q4	$37K	Hold	800	–	–	0.01%	185
2017 Q3	$36K	Hold	800	–	–	0.01%	181
2017 Q2	$36K	Hold	800	–	–	0.01%	185
2017 Q1	$34K	Hold	800	–	–	0.01%	188
2016 Q4	$33K	Hold	800	–	–	0.01%	184
2016 Q3	$34K	Hold	800	–	–	0.01%	183
2016 Q2	$36K	Hold	800	–	–	0.01%	180
2016 Q1	$37K	Hold	800	–	–	0.01%	179
2015 Q4	$34K	Hold	800	–	–	0.01%	180
2015 Q3	$32K	Hold	800	–	–	0.01%	181
2015 Q2	$31K	Hold	800	–	–	0.01%	174
2015 Q1	$32K	Hold	800	–	–	0.01%	179
2014 Q4	$34K	Hold	800	–	–	0.01%	184
2014 Q3	$34K	Hold	800	–	–	0.01%	166
2014 Q2	$34K	Sell	800 -3,100	-79%	-$126K	0.01%	178
2014 Q1	$151K	Hold	3,900	–	–	0.03%	134
2013 Q4	$161K	Hold	3,900	–	–	0.04%	141
2013 Q3	$148K	Buy	3,900 +500	+15%	+$19.8K	0.04%	139
2013 Q2	$136K	Buy	+3,400	New	+$141K	0.04%	136

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SeaBridge Investment Advisors's KO Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its Coca-Cola (KO) stake by 31% in Q2 2026, buying an estimated $161K and bringing the position to 8,706 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #123.

SeaBridge Investment Advisors first reported a position in KO in Q2 2013 and has held it in 42 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SeaBridge Investment Advisors held 8,706 shares of Coca-Cola worth $708K as of Q2 2026.
SeaBridge Investment Advisors bought 2,040 Coca-Cola shares in Q2 2026, an estimated $161K.
Coca-Cola made up 0.1% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #123 holding.
SeaBridge Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 42 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.