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Tandem Investment Advisors’s Coca-Cola KO Stock Holding History

Tandem Investment 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 		$392K Sell
4,818
-2,318
-32% -$183K 0.03% 57
2026
Q1 		$543K Sell
7,136
-1,778
-20% -$134K 0.03% 53
2025
Q4 		$623K Sell
8,914
-1,887
-17% -$132K 0.02% 49
2025
Q3 		$716K Buy
10,801
+2,954
+38% +$203K 0.02% 51
2025
Q2 		$555K Sell
7,847
-1,448
-16% -$103K 0.02% 51
2025
Q1 		$666K Sell
9,295
-848
-8% -$56.6K 0.02% 52
2024
Q4 		$632K Buy
10,143
+603
+6% +$39.4K 0.02% 52
2024
Q3 		$686K Sell
9,540
-960
-9% -$65.7K 0.03% 53
2024
Q2 		$668K Sell
10,500
-4,817
-31% -$298K 0.03% 50
2024
Q1 		$937K Sell
15,317
-6,507
-30% -$391K 0.04% 47
2023
Q4 		$1.29M Sell
21,824
-9,229
-30% -$524K 0.05% 48
2023
Q3 		$1.74M Buy
+31,053
New +$1.86M 0.07% 49
2023
Q2 		– Sell
-3,756
Closed -$233K – 77
2023
Q1 		$233K Buy
3,756
+181
+5% +$11K 0.01% 71
2022
Q4 		$227K Sell
3,575
-738
-17% -$44.6K 0.01% 81
2022
Q3 		$242K Buy
4,313
+618
+17% +$38.4K 0.01% 76
2022
Q2 		$232K Sell
3,695
-158
-4% -$10K 0.01% 72
2022
Q1 		$239K Buy
3,853
+21
+0.5% +$1.28K 0.01% 63
2021
Q4 		$227K Sell
3,832
-162
-4% -$9.02K 0.01% 75
2021
Q3 		$210K Sell
3,994
-15
-0.4% -$836 0.02% 75
2021
Q2 		$217K Buy
+4,009
New +$218K 0.02% 69
2018
Q1 		– Sell
-9,604
Closed -$441K – 57
2017
Q4 		$441K Sell
9,604
-85,604
-90% -$3.94M 0.15% 49
2017
Q3 		$4.29M Sell
95,208
-4,929
-5% -$224K 1.61% 30
2017
Q2 		$4.49M Buy
100,137
+501
+0.5% +$22.1K 1.78% 29
2017
Q1 		$4.23M Buy
99,636
+8,862
+10% +$370K 1.87% 27
2016
Q4 		$3.76M Buy
+90,774
New +$3.78M 1.82% 29

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
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
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

Tandem Investment Advisors's KO Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Coca-Cola (KO) stake by 32% in Q2 2026, selling an estimated $183K and leaving 4,818 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #57.

Tandem Investment Advisors first reported a position in KO in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.49M in Q2 2017. 1,714 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tandem Investment Advisors held 4,818 shares of Coca-Cola worth $392K as of Q2 2026.
  • Tandem Investment Advisors sold 2,318 Coca-Cola shares in Q2 2026, an estimated $183K.
  • Coca-Cola made up 0.03% of Tandem Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Tandem Investment Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 25 quarters since.
  • Tandem Investment Advisors's Coca-Cola position peaked at $4.49M in Q2 2017.
  • 1,714 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.