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Spinnaker Investment Group’s Coca-Cola KO Stock Holding History

Spinnaker Investment Group’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 		$715K Buy
8,800
+1,157
+15% +$91.4K 0.11% 74
2026
Q1 		$581K Sell
7,643
-1,385
-15% -$105K 0.12% 68
2025
Q4 		$631K Sell
9,028
-2
-0% -$139 0.11% 69
2025
Q3 		$599K Buy
9,030
+744
+9% +$51.2K 0.11% 68
2025
Q2 		$586K Sell
8,286
-1,353
-14% -$96.4K 0.14% 51
2025
Q1 		$690K Sell
9,639
-334
-3% -$22.3K 0.16% 45
2024
Q4 		$621K Buy
9,973
+10
+0.1% +$653 0.15% 47
2024
Q3 		$716K Sell
9,963
-54
-0.5% -$3.7K 0.18% 41
2024
Q2 		$638K Sell
10,017
-168
-2% -$10.4K 0.18% 44
2024
Q1 		$623K Hold
10,185
– – 0.18% 44
2023
Q4 		$600K Sell
10,185
-492
-5% -$27.9K 0.18% 42
2023
Q3 		$598K Buy
10,677
+19
+0.2% +$1.14K 0.2% 43
2023
Q2 		$642K Buy
10,658
+1
+0% +$62 0.21% 39
2023
Q1 		$661K Hold
10,657
– – 0.23% 37
2022
Q4 		$678K Buy
10,657
+11
+0.1% +$664 0.24% 35
2022
Q3 		$593K Buy
10,646
+1,228
+13% +$76.3K 0.23% 35
2022
Q2 		$592K Sell
9,418
-815
-8% -$51.7K 0.24% 33
2022
Q1 		$636K Hold
10,233
– – 0.21% 41
2021
Q4 		$625K Buy
+10,233
New +$570K 0.22% 41

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Spinnaker Investment Group's KO Position: Q2 2026 in Review

Spinnaker Investment Group increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $91.4K and bringing the position to 8,800 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #74.

Spinnaker Investment Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $716K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Spinnaker Investment Group held 8,800 shares of Coca-Cola worth $715K as of Q2 2026.
  • Spinnaker Investment Group bought 1,157 Coca-Cola shares in Q2 2026, an estimated $91.4K.
  • Coca-Cola made up 0.11% of Spinnaker Investment Group's portfolio in Q2 2026, its #74 holding.
  • Spinnaker Investment Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Coca-Cola position peaked at $716K in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.