Slocum, Gordon & Co’s Coca-Cola KO Stock Holding History

Slocum, Gordon & 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	$228K	Buy	2,811 +11	+0.4%	+$869	0.15%	61
2026 Q1	$213K	Buy	+2,800	New	+$212K	0.14%	60
2025 Q3	–	Sell	-1,500	Closed	-$106K	–	96
2025 Q2	$106K	Hold	1,500	–	–	0.09%	73
2025 Q1	$107K	Hold	1,500	–	–	0.08%	69
2024 Q4	$93.4K	Hold	1,500	–	–	0.08%	71
2024 Q3	$108K	Hold	1,500	–	–	0.04%	72
2024 Q2	$95.5K	Hold	1,500	–	–	0.07%	71
2024 Q1	$91.8K	Hold	1,500	–	–	0.07%	72
2023 Q4	$88.4K	Buy	1,500 +500	+50%	+$28.4K	0.08%	68
2023 Q3	$56K	Hold	1,000	–	–	0.05%	80
2023 Q2	$60.2K	Hold	1,000	–	–	0.04%	76
2023 Q1	$62K	Hold	1,000	–	–	0.05%	78
2022 Q4	$63.6K	Buy	+1,000	New	+$60.4K	0.04%	74

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Slocum, Gordon & Co's KO Position: Q2 2026 in Review

Slocum, Gordon & Co increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $869 and bringing the position to 2,811 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #61.

Slocum, Gordon & Co first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Slocum, Gordon & Co held 2,811 shares of Coca-Cola worth $228K as of Q2 2026.
Slocum, Gordon & Co bought 11 Coca-Cola shares in Q2 2026, an estimated $869.
Coca-Cola made up 0.15% of Slocum, Gordon & Co's portfolio in Q2 2026, its #61 holding.
Slocum, Gordon & Co first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.