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

Tandem Investment Partners’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 		$412K Buy
5,064
+110
+2% +$8.69K 0.32% 55
2026
Q1 		$377K Sell
4,954
-330
-6% -$24.9K 0.32% 58
2025
Q4 		$369K Sell
5,284
-900
-15% -$62.7K 0.31% 55
2025
Q3 		$410K Buy
6,184
+115
+2% +$7.92K 0.34% 54
2025
Q2 		$429K Buy
6,069
+915
+18% +$65.2K 0.37% 52
2025
Q1 		$369K Hold
5,154
– – 0.36% 53
2024
Q4 		$321K Buy
+5,154
New +$336K 0.31% 54

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 Partners's KO Position: Q2 2026 in Review

Tandem Investment Partners increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $8.69K and bringing the position to 5,064 shares worth $412K. The position accounts for 0.32% of the portfolio, ranked #55.

Tandem Investment Partners first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tandem Investment Partners held 5,064 shares of Coca-Cola worth $412K as of Q2 2026.
  • Tandem Investment Partners bought 110 Coca-Cola shares in Q2 2026, an estimated $8.69K.
  • Coca-Cola made up 0.32% of Tandem Investment Partners's portfolio in Q2 2026, its #55 holding.
  • Tandem Investment Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's Coca-Cola position peaked at $429K in Q2 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.