SL Advisors’s Coca-Cola KO Stock Holding History

SL 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	$261K	Sell	3,209 -320	-9%	-$25.3K	0.46%	29
2026 Q1	$268K	Buy	3,529 +229	+7%	+$17.3K	0.45%	27
2025 Q4	$231K	Buy	3,300 +23	+0.7%	+$1.6K	0.47%	28
2025 Q3	$217K	Sell	3,277 -595	-15%	-$41K	0.43%	30
2025 Q2	$274K	Hold	3,872	–	–	0.49%	29
2025 Q1	$277K	Sell	3,872 -123	-3%	-$8.21K	0.49%	28
2024 Q4	$249K	Sell	3,995 -216	-5%	-$14.1K	0.41%	31
2024 Q3	$303K	Sell	4,211 -115	-3%	-$7.88K	0.54%	33
2024 Q2	$275K	Sell	4,326 -801	-16%	-$49.6K	0.54%	29
2024 Q1	$314K	Buy	5,127 +42	+0.8%	+$2.52K	0.62%	33
2023 Q4	$300K	Sell	5,085 -322	-6%	-$18.3K	0.64%	33
2023 Q3	$303K	Sell	5,407 -125	-2%	-$7.5K	0.41%	38
2023 Q2	$333K	Hold	5,532	–	–	0.75%	34
2023 Q1	$343K	Hold	5,532	–	–	0.74%	34
2022 Q4	$352K	Hold	5,532	–	–	0.78%	33
2022 Q3	$310K	Sell	5,532 -264	-5%	-$16.4K	0.77%	31
2022 Q2	$365K	Buy	5,796 +23	+0.4%	+$1.46K	0.87%	31
2022 Q1	$358K	Sell	5,773 -69	-1%	-$4.2K	0.73%	31
2021 Q4	$346K	Sell	5,842 -180	-3%	-$10K	0.85%	35
2021 Q3	$316K	Hold	6,022	–	–	0.8%	36
2021 Q2	$326K	Sell	6,022 -46	-0.8%	-$2.5K	0.83%	36
2021 Q1	$320K	Sell	6,068 -717	-11%	-$36.1K	0.97%	35
2020 Q4	$372K	Buy	6,785 +36	+0.5%	+$1.86K	1.2%	33
2020 Q3	$333K	Buy	6,749 +1,599	+31%	+$76.9K	1.22%	34
2020 Q2	$230K	Sell	5,150 -363	-7%	-$16.7K	0.87%	35
2020 Q1	$244K	Sell	5,513 -4,088	-43%	-$221K	1.06%	37
2019 Q4	$531K	Sell	9,601 -54	-0.6%	-$2.9K	1.31%	31
2019 Q3	$526K	Sell	9,655 -1,021	-10%	-$54.7K	1.01%	35
2019 Q2	$544K	Sell	10,676 -21	-0.2%	-$1.03K	0.94%	37
2019 Q1	$501K	Sell	10,697 -429	-4%	-$20.1K	0.77%	42
2018 Q4	$527K	Hold	11,126	–	–	1.08%	35
2018 Q3	$513K	Buy	11,126 +2,177	+24%	+$99.5K	0.94%	34
2018 Q2	$393K	Sell	8,949 -3,266	-27%	-$141K	0.88%	38
2018 Q1	$531K	Sell	12,215 -1,031	-8%	-$46.3K	1.06%	42
2017 Q4	$607K	Buy	13,246 +61	+0.5%	+$2.8K	1.03%	44
2017 Q3	$593K	Buy	13,185 +65	+0.5%	+$2.96K	0.27%	47
2017 Q2	$588K	Sell	13,120 -309	-2%	-$13.7K	0.3%	50
2017 Q1	$570K	Buy	13,429 +81	+0.6%	+$3.38K	0.32%	48
2016 Q4	$553K	Buy	13,348 +97	+0.7%	+$4.04K	0.37%	47
2016 Q3	$560K	Sell	13,251 -2,042	-13%	-$89.5K	0.45%	52
2016 Q2	$693K	Buy	+15,293	New	+$691K	0.64%	48

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SL Advisors's KO Position: Q2 2026 in Review

SL Advisors reduced its Coca-Cola (KO) stake by 9.1% in Q2 2026, selling an estimated $25.3K and leaving 3,209 shares worth $261K. The position accounts for 0.46% of the portfolio, ranked #29.

SL Advisors first reported a position in KO in Q2 2016 and has held it in 41 quarters since. The position peaked at $693K in Q2 2016. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

SL Advisors held 3,209 shares of Coca-Cola worth $261K as of Q2 2026.
SL Advisors sold 320 Coca-Cola shares in Q2 2026, an estimated $25.3K.
Coca-Cola made up 0.46% of SL Advisors's portfolio in Q2 2026, its #29 holding.
SL Advisors first reported a position in Coca-Cola in Q2 2016 and has held it in 41 quarters since.
SL Advisors's Coca-Cola position peaked at $693K in Q2 2016.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SL Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.