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Stolper & Co’s Coca-Cola KO Stock Holding History

Stolper & 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 		$8.82M Sell
108,584
-16,575
-13% -$1.31M 2.28% 16
2026
Q1 		$9.71M Buy
125,159
+20,095
+19% +$1.52M 2.75% 10
2025
Q4 		$7.34M Buy
105,064
+2,034
+2% +$142K 2.16% 16
2025
Q3 		$6.83M Buy
103,030
+1,329
+1% +$91.5K 2.07% 16
2025
Q2 		$7.2M Sell
101,701
-886
-0.9% -$63.1K 2.36% 16
2025
Q1 		$7.35M Buy
102,587
+395
+0.4% +$26.4K 2.41% 13
2024
Q4 		$6.36M Buy
102,192
+1,382
+1% +$90.2K 2.12% 18
2024
Q3 		$7.24M Buy
100,810
+355
+0.4% +$24.3K 2.37% 13
2024
Q2 		$6.39M Buy
100,455
+3,120
+3% +$193K 2.25% 17
2024
Q1 		$5.96M Buy
97,335
+865
+0.9% +$52K 2.15% 19
2023
Q4 		$5.68M Buy
96,470
+187
+0.2% +$10.6K 2.29% 17
2023
Q3 		$5.39M Buy
96,283
+226
+0.2% +$13.6K 2.34% 13
2023
Q2 		$5.79M Sell
96,057
-730
-0.8% -$45.4K 2.44% 14
2023
Q1 		$6M Buy
96,787
+3,558
+4% +$215K 2.57% 11
2022
Q4 		$5.93M Buy
93,229
+1,531
+2% +$92.4K 2.6% 8
2022
Q3 		$5.14M Buy
91,698
+2,656
+3% +$165K 2.53% 9
2022
Q2 		$5.6M Buy
89,042
+1,309
+1% +$83K 2.63% 11
2022
Q1 		$5.44M Buy
87,733
+1,411
+2% +$85.8K 2.3% 13
2021
Q4 		$5.11M Buy
86,322
+687
+0.8% +$38.3K 2.28% 16
2021
Q3 		$4.49M Buy
85,635
+418
+0.5% +$23.3K 2.15% 18
2021
Q2 		$4.61M Buy
85,217
+1,387
+2% +$75.5K 2.17% 18
2021
Q1 		$4.42M Buy
83,830
+178
+0.2% +$8.96K 2.28% 15
2020
Q4 		$4.59M Buy
83,652
+399
+0.5% +$20.6K 2.57% 10
2020
Q3 		$4.11M Sell
83,253
-3,541
-4% -$170K 2.66% 9
2020
Q2 		$3.88M Sell
86,794
-3,025
-3% -$139K 2.53% 10
2020
Q1 		$3.97M Buy
+89,819
New +$4.85M 2.85% 7

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Stolper & Co's KO Position: Q2 2026 in Review

Stolper & Co reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $1.31M and leaving 108,584 shares worth $8.82M. The position accounts for 2.28% of the portfolio, ranked #16.

Stolper & Co first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.71M in Q1 2026. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stolper & Co held 108,584 shares of Coca-Cola worth $8.82M as of Q2 2026.
  • Stolper & Co sold 16,575 Coca-Cola shares in Q2 2026, an estimated $1.31M.
  • Coca-Cola made up 2.28% of Stolper & Co's portfolio in Q2 2026, its #16 holding.
  • Stolper & Co first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Stolper & Co's Coca-Cola position peaked at $9.71M in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.