Silver Lake Advisory’s Coca-Cola KO Stock Holding History

Silver Lake Advisory’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	$2.25M	Buy	27,640 +165	+0.6%	+$13K	0.8%	45
2026 Q1	$2.09M	Hold	27,475	–	–	0.83%	45
2025 Q4	$1.92M	Buy	27,475 +136	+0.5%	+$9.48K	0.75%	45
2025 Q3	$1.81M	Buy	27,339 +59	+0.2%	+$4.06K	0.72%	47
2025 Q2	$1.93M	Buy	27,280 +165	+0.6%	+$11.8K	0.82%	47
2025 Q1	$1.94M	Hold	27,115	–	–	0.85%	44
2024 Q4	$1.69M	Buy	27,115 +343	+1%	+$22.4K	0.74%	50
2024 Q3	$1.92M	Buy	26,772 +187	+0.7%	+$12.8K	0.79%	46
2024 Q2	$1.69M	Buy	26,585 +195	+0.7%	+$12.1K	0.76%	46
2024 Q1	$1.61M	Buy	26,390 +2	+0%	+$120	0.72%	45
2023 Q4	$1.55M	Buy	26,388 +153	+0.6%	+$8.69K	0.87%	41
2023 Q3	$1.47M	Buy	26,235 +72	+0.3%	+$4.32K	0.91%	41
2023 Q2	$1.58M	Buy	26,163 +68	+0.3%	+$4.23K	0.84%	43
2023 Q1	$1.62M	Sell	26,095 -5,535	-17%	-$335K	0.9%	41
2022 Q4	$2.01M	Buy	31,630 +216	+0.7%	+$13K	1.23%	37
2022 Q3	$1.76M	Buy	31,414 +101	+0.3%	+$6.28K	1.03%	37
2022 Q2	$1.97M	Buy	31,313 +102	+0.3%	+$6.47K	1.07%	38
2022 Q1	$1.94M	Sell	31,211 -10,926	-26%	-$664K	0.92%	43
2021 Q4	$2.5M	Buy	42,137 +355	+0.8%	+$19.8K	1.15%	33
2021 Q3	$2.19M	Sell	41,782 -281	-0.7%	-$15.7K	1.08%	40
2021 Q2	$2.39M	Buy	42,063 +378	+0.9%	+$20.6K	1.15%	35
2021 Q1	$2.2M	Sell	41,685 -287	-0.7%	-$14.4K	1.12%	39
2020 Q4	$2.3M	Buy	41,972 +386	+0.9%	+$20K	1.26%	35
2020 Q3	$2.05M	Sell	41,586 -590	-1%	-$28.4K	1.26%	33
2020 Q2	$1.88M	Buy	42,176 +97	+0.2%	+$4.47K	1.21%	35
2020 Q1	$1.86M	Sell	42,079 -844	-2%	-$45.6K	1.37%	33
2019 Q4	$2.38M	Buy	42,923 +587	+1%	+$31.6K	1.43%	32
2019 Q3	$2.31M	Sell	42,336 -505	-1%	-$27K	1.49%	30
2019 Q2	$2.18M	Buy	42,841 +326	+0.8%	+$16K	1.44%	30
2019 Q1	$1.99M	Sell	42,515 -1,665	-4%	-$77.9K	1.34%	31
2018 Q4	$2.09M	Sell	44,180 -738	-2%	-$35.3K	1.55%	29
2018 Q3	$2.08M	Buy	44,918 +655	+1%	+$29.9K	1.26%	34
2018 Q2	$1.99M	Buy	44,263 +58	+0.1%	+$2.5K	1.58%	25
2018 Q1	$1.92M	Sell	44,205 -481	-1%	-$21.6K	1.43%	30
2017 Q4	$2.05M	Buy	44,686 +152	+0.3%	+$6.99K	1.46%	29
2017 Q3	$2M	Sell	44,534 -633	-1%	-$28.8K	1.53%	27
2017 Q2	$2.03M	Buy	45,167 +358	+0.8%	+$15.8K	1.5%	26
2017 Q1	$1.9M	Sell	44,809 -1,288	-3%	-$53.7K	1.43%	30
2016 Q4	$1.91M	Buy	46,097 +795	+2%	+$33.1K	1.48%	30
2016 Q3	$1.92M	Buy	45,302 +590	+1%	+$25.9K	1.43%	31
2016 Q2	$2.03M	Buy	44,712 +295	+0.7%	+$13.3K	1.51%	31
2016 Q1	$2.06M	Sell	44,417 -6,318	-12%	-$275K	1.75%	28
2015 Q4	$2.18M	Buy	50,735 +258	+0.5%	+$10.9K	1.95%	21
2015 Q3	$2.02M	Sell	50,477 -1,091	-2%	-$43.7K	1.82%	22
2015 Q2	$2.02M	Buy	51,568 +156	+0.3%	+$6.34K	1.64%	25
2015 Q1	$2.08M	Buy	51,412 +255	+0.5%	+$10.7K	1.68%	27
2014 Q4	$2.16M	Buy	51,157 +558	+1%	+$23.8K	1.76%	25
2014 Q3	$2.16M	Buy	50,599 +2,915	+6%	+$121K	1.77%	24
2014 Q2	$1.96M	Buy	47,684 +503	+1%	+$20.4K	1.63%	29
2014 Q1	$1.82M	Sell	47,181 -982	-2%	-$37.9K	1.63%	28
2013 Q4	$1.99M	Buy	+48,163	New	+$1.9M	1.69%	27

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

Silver Lake Advisory's KO Position: Q2 2026 in Review

Silver Lake Advisory increased its Coca-Cola (KO) stake by 0.6% in Q2 2026, buying an estimated $13K and bringing the position to 27,640 shares worth $2.25M. The position accounts for 0.8% of the portfolio, ranked #45.

Silver Lake Advisory first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.5M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Silver Lake Advisory held 27,640 shares of Coca-Cola worth $2.25M as of Q2 2026.
Silver Lake Advisory bought 165 Coca-Cola shares in Q2 2026, an estimated $13K.
Coca-Cola made up 0.8% of Silver Lake Advisory's portfolio in Q2 2026, its #45 holding.
Silver Lake Advisory first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
Silver Lake Advisory's Coca-Cola position peaked at $2.5M in Q4 2021.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.