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

Ulland 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	$2K	Hold	20	–	–	﹤0.01%	216
2026 Q1	$2K	Hold	20	–	–	﹤0.01%	203
2025 Q4	$1K	Hold	20	–	–	﹤0.01%	210
2025 Q3	$1K	Hold	20	–	–	﹤0.01%	222
2025 Q2	$1K	Hold	20	–	–	﹤0.01%	206
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	210
2024 Q4	$1K	Hold	20	–	–	﹤0.01%	204
2024 Q3	$1K	Hold	20	–	–	﹤0.01%	195
2024 Q2	$1K	Hold	20	–	–	﹤0.01%	213
2024 Q1	$1K	Sell	20 -40	-67%	-$2.4K	﹤0.01%	219
2023 Q4	$4K	Hold	60	–	–	﹤0.01%	176
2023 Q3	$3K	Hold	60	–	–	﹤0.01%	194
2023 Q2	$4K	Hold	60	–	–	﹤0.01%	191
2023 Q1	$4K	Hold	60	–	–	﹤0.01%	181
2022 Q4	$4K	Sell	60 -700	-92%	-$42.3K	﹤0.01%	187
2022 Q3	$43K	Hold	760	–	–	0.05%	99
2022 Q2	$48K	Hold	760	–	–	0.05%	100
2022 Q1	$47K	Buy	760 +40	+6%	+$2.43K	0.04%	110
2021 Q4	$43K	Buy	+720	New	+$40.1K	0.03%	111

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Ulland Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Ulland Investment Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $48K in Q2 2022. 1,401 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ulland Investment Advisors held 20 shares of Coca-Cola worth $2K as of Q2 2026.
Ulland Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #216 holding.
Ulland Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Coca-Cola position peaked at $48K in Q2 2022.
1,401 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.