St. Clair Advisors’s Coca-Cola KO Stock Holding History

St. Clair 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	$4.14M	Hold	50,917	–	–	1.06%	18
2026 Q1	$3.87M	Buy	50,917 +100	+0.2%	+$7.56K	1.03%	18
2025 Q4	$3.55M	Hold	50,817	–	–	0.92%	20
2025 Q3	$3.37M	Hold	50,817	–	–	0.89%	23
2025 Q2	$3.6M	Hold	50,817	–	–	0.94%	18
2025 Q1	$3.64M	Hold	50,817	–	–	1.02%	16
2024 Q4	$3.16M	Buy	50,817 +889	+2%	+$58K	0.91%	23
2024 Q3	$3.59M	Hold	49,928	–	–	1.02%	18
2024 Q2	$3.18M	Hold	49,928	–	–	1.01%	19
2024 Q1	$3.05M	Hold	49,928	–	–	0.99%	19
2023 Q4	$2.94M	Hold	49,928	–	–	1.01%	19
2023 Q3	$2.79M	Hold	49,928	–	–	1.1%	17
2023 Q2	$3.01M	Buy	49,928 +4,228	+9%	+$263K	1.17%	15
2023 Q1	$2.83M	Buy	45,700 +20,000	+78%	+$1.21M	1.24%	13
2022 Q4	$1.63M	Buy	+25,700	New	+$1.55M	1.03%	17

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

St. Clair Advisors's KO Position: Q2 2026 in Review

St. Clair Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 50,917 shares worth $4.14M. The position accounts for 1.06% of the portfolio, ranked #18.

St. Clair Advisors first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 962 funds tracked by Wall St. Rank hold KO as of Q2 2026.

St. Clair Advisors held 50,917 shares of Coca-Cola worth $4.14M as of Q2 2026.
St. Clair Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 1.06% of St. Clair Advisors's portfolio in Q2 2026, its #18 holding.
St. Clair Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
962 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.