Tufton Capital Management’s Coca-Cola KO Stock Holding History

Tufton Capital Management’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	$4.86M	Buy	59,788 +69	+0.1%	+$5.45K	0.82%	41
2026 Q1	$4.54M	Sell	59,719 -500	-0.8%	-$37.8K	0.83%	42
2025 Q4	$4.21M	Sell	60,219 -929	-2%	-$64.8K	0.74%	48
2025 Q3	$4.05M	Sell	61,148 -1,553	-2%	-$107K	0.72%	47
2025 Q2	$4.44M	Sell	62,701 -2,450	-4%	-$175K	0.84%	43
2025 Q1	$4.67M	Sell	65,151 -457	-0.7%	-$30.5K	0.9%	44
2024 Q4	$4.08M	Sell	65,608 -1,352	-2%	-$88.3K	0.77%	45
2024 Q3	$4.81M	Sell	66,960 -1,261	-2%	-$86.3K	0.9%	41
2024 Q2	$4.34M	Sell	68,221 -525	-0.8%	-$32.5K	0.84%	42
2024 Q1	$4.21M	Sell	68,746 -44	-0.1%	-$2.64K	0.83%	41
2023 Q4	$4.05M	Sell	68,790 -3,243	-5%	-$184K	0.85%	42
2023 Q3	$4.03M	Sell	72,033 -471	-0.6%	-$28.2K	0.9%	42
2023 Q2	$4.37M	Sell	72,504 -6,280	-8%	-$391K	0.94%	41
2023 Q1	$4.89M	Sell	78,784 -3,592	-4%	-$217K	1.06%	38
2022 Q4	$5.24M	Buy	82,376 +18,445	+29%	+$1.11M	1.15%	36
2022 Q3	$3.58M	Sell	63,931 -549	-0.9%	-$34.1K	0.86%	44
2022 Q2	$4.06M	Sell	64,480 -33	-0.1%	-$2.09K	0.76%	48
2022 Q1	$4M	Sell	64,513 -453	-0.7%	-$27.5K	0.65%	50
2021 Q4	$3.85M	Sell	64,966 -985	-1%	-$54.8K	0.59%	50
2021 Q3	$3.46M	Buy	65,951 +188	+0.3%	+$10.5K	0.59%	53
2021 Q2	$3.56M	Sell	65,763 -1,461	-2%	-$79.5K	0.58%	52
2021 Q1	$3.54M	Sell	67,224 -233	-0.3%	-$11.7K	0.61%	49
2020 Q4	$3.7M	Buy	67,457 +270	+0.4%	+$14K	0.68%	47
2020 Q3	$3.32M	Sell	67,187 -4,585	-6%	-$221K	0.69%	46
2020 Q2	$3.21M	Buy	71,772 +1,190	+2%	+$54.8K	0.71%	45
2020 Q1	$3.12M	Sell	70,582 -1,072	-1%	-$57.9K	0.8%	44
2019 Q4	$3.97M	Sell	71,654 -458	-0.6%	-$24.6K	0.78%	46
2019 Q3	$3.92M	Sell	72,112 -2,020	-3%	-$108K	0.83%	45
2019 Q2	$3.77M	Sell	74,132 -1,779	-2%	-$87.2K	0.8%	47
2019 Q1	$3.56M	Sell	75,911 -180	-0.2%	-$8.42K	0.76%	50
2018 Q4	$3.6M	Sell	76,091 -1,085	-1%	-$51.9K	0.88%	45
2018 Q3	$3.56M	Sell	77,176 -2,279	-3%	-$104K	0.76%	49
2018 Q2	$3.48M	Sell	79,455 -1,159	-1%	-$50.1K	0.75%	52
2018 Q1	$3.5M	Sell	80,614 -1,956	-2%	-$87.9K	0.69%	53
2017 Q4	$3.79M	Sell	82,570 -1,599	-2%	-$73.5K	0.73%	52
2017 Q3	$3.79M	Sell	84,169 -265	-0.3%	-$12.1K	0.76%	50
2017 Q2	$3.79M	Buy	84,434 +2,790	+3%	+$123K	0.77%	52
2017 Q1	$3.46M	Buy	81,644 +2,123	+3%	+$88.5K	0.68%	53
2016 Q4	$3.3M	Sell	79,521 -62	-0.1%	-$2.58K	0.67%	53
2016 Q3	$3.37M	Sell	79,583 -980	-1%	-$42.9K	0.68%	54
2016 Q2	$3.65M	Sell	80,563 -1,709	-2%	-$77.2K	0.74%	53
2016 Q1	$3.82M	Buy	82,272 +1,667	+2%	+$72.5K	0.95%	48
2015 Q4	$3.46M	Sell	80,605 -2,611	-3%	-$111K	0.85%	51
2015 Q3	$3.34M	Sell	83,216 -10,114	-11%	-$405K	0.73%	56
2015 Q2	$3.66M	Sell	93,330 -27,190	-23%	-$1.11M	0.74%	57
2015 Q1	$4.89M	Buy	120,520 +449	+0.4%	+$18.8K	0.9%	48
2014 Q4	$5.07M	Sell	120,071 -1,840	-2%	-$78.6K	0.93%	49
2014 Q3	$5.2M	Sell	121,911 -2,595	-2%	-$107K	0.98%	41
2014 Q2	$5.27M	Buy	124,506 +620	+0.5%	+$25.2K	1.07%	40
2014 Q1	$4.79M	Sell	123,886 -37,215	-23%	-$1.44M	1%	41
2013 Q4	$6.66M	Buy	161,101 +6,486	+4%	+$256K	1.43%	26
2013 Q3	$5.86M	Buy	154,615 +10,345	+7%	+$409K	1.38%	27
2013 Q2	$5.79M	Buy	+144,270	New	+$5.97M	1.39%	29

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Tufton Capital Management's KO Position: Q2 2026 in Review

Tufton Capital Management increased its Coca-Cola (KO) stake by 0.12% in Q2 2026, buying an estimated $5.45K and bringing the position to 59,788 shares worth $4.86M. The position accounts for 0.82% of the portfolio, ranked #41.

Tufton Capital Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.66M in Q4 2013. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tufton Capital Management held 59,788 shares of Coca-Cola worth $4.86M as of Q2 2026.
Tufton Capital Management bought 69 Coca-Cola shares in Q2 2026, an estimated $5.45K.
Coca-Cola made up 0.82% of Tufton Capital Management's portfolio in Q2 2026, its #41 holding.
Tufton Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Tufton Capital Management's Coca-Cola position peaked at $6.66M in Q4 2013.
1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.