Strategic Investment Solutions’s Coca-Cola KO Stock Holding History

Strategic Investment Solutions’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	$833K	Sell	10,252 -1,967	-16%	-$155K	0.19%	78
2026 Q1	$929K	Sell	12,219 -100	-0.8%	-$7.56K	0.22%	70
2025 Q4	$861K	Buy	12,319 +2,092	+20%	+$146K	0.21%	71
2025 Q3	$678K	Buy	10,227 +33	+0.3%	+$2.27K	0.18%	77
2025 Q2	$721K	Buy	10,194 +235	+2%	+$16.7K	0.22%	72
2025 Q1	$713K	Sell	9,959 -218	-2%	-$14.6K	0.21%	60
2024 Q4	$612K	Buy	10,177 +184	+2%	+$12K	0.2%	59
2024 Q3	$718K	Buy	9,993 +159	+2%	+$10.9K	0.22%	62
2024 Q2	$630K	Buy	+9,834	New	+$609K	0.2%	59
2023 Q4	$602K	Sell	10,222 -208,003	-95%	-$11.8M	0.1%	94
2023 Q3	$13.1M	Buy	218,225 +214,780	+6,235%	+$12.9M	0.16%	83
2023 Q2	$207K	Sell	3,445 -6,117	-64%	-$381K	0.04%	141
2023 Q1	$593K	Hold	9,562	–	–	0.12%	96
2022 Q4	$576K	Buy	+9,562	New	+$577K	0.28%	48

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Strategic Investment Solutions's KO Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $155K and leaving 10,252 shares worth $833K. The position accounts for 0.19% of the portfolio, ranked #78.

Strategic Investment Solutions first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.1M in Q3 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Strategic Investment Solutions held 10,252 shares of Coca-Cola worth $833K as of Q2 2026.
Strategic Investment Solutions sold 1,967 Coca-Cola shares in Q2 2026, an estimated $155K.
Coca-Cola made up 0.19% of Strategic Investment Solutions's portfolio in Q2 2026, its #78 holding.
Strategic Investment Solutions first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Coca-Cola position peaked at $13.1M in Q3 2023.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.