Searle & Co’s Coca-Cola KO Stock Holding History

Searle & Co’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	$727K	Buy	8,952 +183	+2%	+$14.5K	0.16%	97
2026 Q1	$667K	Buy	8,769 +154	+2%	+$11.6K	0.17%	109
2025 Q4	$602K	Buy	8,615 +1,300	+18%	+$90.6K	0.16%	104
2025 Q3	$485K	Hold	7,315	–	–	0.13%	117
2025 Q2	$518K	Sell	7,315 -2,208	-23%	-$157K	0.15%	105
2025 Q1	$682K	Hold	9,523	–	–	0.19%	95
2024 Q4	$593K	Buy	9,523 +3	+0%	+$196	0.17%	102
2024 Q3	$684K	Sell	9,520 -3,684	-28%	-$252K	0.17%	93
2024 Q2	$840K	Buy	13,204 +487	+4%	+$30.1K	0.2%	89
2024 Q1	$778K	Hold	12,717	–	–	0.2%	86
2023 Q4	$749K	Buy	12,717 +3,742	+42%	+$213K	0.21%	88
2023 Q3	$502K	Hold	8,975	–	–	0.17%	91
2023 Q2	$556K	Hold	8,975	–	–	0.17%	90
2023 Q1	$576K	Sell	8,975 -100	-1%	-$6.05K	0.19%	90
2022 Q4	$577K	Hold	9,075	–	–	0.2%	93
2022 Q3	$508K	Hold	9,075	–	–	0.2%	93
2022 Q2	$571K	Hold	9,075	–	–	0.23%	92
2022 Q1	$563K	Hold	9,075	–	–	0.21%	90
2021 Q4	$537K	Sell	9,075 -33	-0.4%	-$1.84K	0.2%	93
2021 Q3	$478K	Hold	9,108	–	–	0.2%	92
2021 Q2	$493K	Hold	9,108	–	–	0.2%	91
2021 Q1	$480K	Hold	9,108	–	–	0.21%	88
2020 Q4	$499K	Hold	9,108	–	–	0.24%	81
2020 Q3	$450K	Buy	9,108 +2,500	+38%	+$120K	0.25%	81
2020 Q2	$295K	Hold	6,608	–	–	0.17%	100
2020 Q1	$292K	Hold	6,608	–	–	0.21%	93
2019 Q4	$366K	Sell	6,608 -32	-0.5%	-$1.72K	0.2%	94
2019 Q3	$361K	Buy	6,640 +800	+14%	+$42.8K	0.21%	94
2019 Q2	$297K	Hold	5,840	–	–	0.18%	103
2019 Q1	$274K	Hold	5,840	–	–	0.17%	111
2018 Q4	$277K	Hold	5,840	–	–	0.19%	100
2018 Q3	$270K	Hold	5,840	–	–	0.16%	114
2018 Q2	$256K	Hold	5,840	–	–	0.16%	115
2018 Q1	$254K	Hold	5,840	–	–	0.17%	115
2017 Q4	$268K	Buy	5,840 +332	+6%	+$15.3K	0.17%	114
2017 Q3	$248K	Hold	5,508	–	–	0.16%	113
2017 Q2	$247K	Hold	5,508	–	–	0.17%	118
2017 Q1	$234K	Hold	5,508	–	–	0.16%	120
2016 Q4	$228K	Hold	5,508	–	–	0.19%	109
2016 Q3	$230K	Buy	+5,508	New	+$241K	0.2%	105
2016 Q2	–	Sell	-5,308	Closed	-$249K	–	66
2016 Q1	$249K	Hold	5,308	–	–	0.23%	96
2015 Q4	$225K	Buy	+5,308	New	+$225K	0.22%	99
2015 Q3	–	Sell	-4,776	Closed	-$187K	–	184
2015 Q2	$187K	Hold	4,776	–	–	0.16%	108
2015 Q1	$193K	Hold	4,776	–	–	0.17%	101
2014 Q4	$201K	Buy	+4,776	New	+$204K	0.17%	110

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

Searle & Co's KO Position: Q2 2026 in Review

Searle & Co increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,952 shares worth $727K. The position accounts for 0.16% of the portfolio, ranked #97.

Searle & Co first reported a position in KO in Q4 2014 and has held it in 45 quarters since. The position peaked at $840K in Q2 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Searle & Co held 8,952 shares of Coca-Cola worth $727K as of Q2 2026.
Searle & Co bought 183 Coca-Cola shares in Q2 2026, an estimated $14.5K.
Coca-Cola made up 0.16% of Searle & Co's portfolio in Q2 2026, its #97 holding.
Searle & Co first reported a position in Coca-Cola in Q4 2014 and has held it in 45 quarters since.
Searle & Co's Coca-Cola position peaked at $840K in Q2 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.