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Stegner Investment Associates’s Coca-Cola KO Stock Holding History

Stegner Investment Associates’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 		$267K Hold
3,280
– – 0.13% 27
2026
Q1 		$249K Hold
3,280
– – 0.14% 27
2025
Q4 		$229K Sell
3,280
-31
-0.9% -$2.16K 0.12% 26
2025
Q3 		$220K Buy
+3,311
New +$228K 0.12% 32

Other funds holding KO

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Stegner Investment Associates's KO Position: Q2 2026 in Review

Stegner Investment Associates held its Coca-Cola (KO) position steady in Q2 2026 at 3,280 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #27.

Stegner Investment Associates first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,797 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stegner Investment Associates held 3,280 shares of Coca-Cola worth $267K as of Q2 2026.
  • Stegner Investment Associates left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.13% of Stegner Investment Associates's portfolio in Q2 2026, its #27 holding.
  • Stegner Investment Associates first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 1,797 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.