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Sterling Investment Counsel’s Coca-Cola KO Stock Holding History

Sterling Investment Counsel’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 		$3.25M Buy
39,946
+555
+1% +$43.8K 0.76% 23
2026
Q1 		$3M Sell
39,391
-533
-1% -$40.3K 0.84% 20
2025
Q4 		$2.74M Buy
39,924
+6,984
+21% +$487K 0.78% 20
2025
Q3 		$2.18M Buy
32,940
+20,936
+174% +$1.44M 0.7% 27
2025
Q2 		$849K Sell
12,004
-27,246
-69% -$1.94M 0.5% 32
2025
Q1 		$2.81M Buy
39,250
+27,265
+227% +$1.82M 0.96% 21
2024
Q4 		$746K Sell
11,985
-28,378
-70% -$1.85M 0.49% 34
2024
Q3 		$2.9M Sell
40,363
-145
-0.4% -$9.93K 1.03% 19
2024
Q2 		$2.58M Sell
40,508
-893
-2% -$55.3K 1.02% 18
2024
Q1 		$2.53M Buy
41,401
+821
+2% +$49.3K 1.17% 16
2023
Q4 		$2.39M Buy
40,580
+988
+2% +$56.1K 1.22% 16
2023
Q3 		$2.22M Buy
39,592
+485
+1% +$29.1K 1.27% 15
2023
Q2 		$2.36M Buy
39,107
+327
+0.8% +$20.3K 1.27% 15
2023
Q1 		$2.41M Sell
38,780
-752
-2% -$45.5K 1.43% 14
2022
Q4 		$2.51M Buy
39,532
+1,557
+4% +$94K 1.55% 13
2022
Q3 		$2.13M Buy
37,975
+22,143
+140% +$1.38M 1.55% 14
2022
Q2 		$995K Buy
15,832
+820
+5% +$52K 0.76% 22
2022
Q1 		$930K Sell
15,012
-151
-1% -$9.18K 0.63% 24
2021
Q4 		$898K Buy
+15,163
New +$844K 0.61% 28

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sterling Investment Counsel's KO Position: Q2 2026 in Review

Sterling Investment Counsel increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $43.8K and bringing the position to 39,946 shares worth $3.25M. The position accounts for 0.76% of the portfolio, ranked #23.

Sterling Investment Counsel first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sterling Investment Counsel held 39,946 shares of Coca-Cola worth $3.25M as of Q2 2026.
  • Sterling Investment Counsel bought 555 Coca-Cola shares in Q2 2026, an estimated $43.8K.
  • Coca-Cola made up 0.76% of Sterling Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • Sterling Investment Counsel first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.