Unified Investment Management’s Coca-Cola KO Stock Holding History

Unified Investment 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	$392K	Hold	4,822	–	–	0.36%	94
2026 Q1	$367K	Sell	4,822 -1,000	-17%	-$75.6K	0.37%	92
2025 Q4	$407K	Hold	5,822	–	–	0.41%	88
2025 Q3	$386K	Hold	5,822	–	–	0.39%	88
2025 Q2	$412K	Buy	5,822 +302	+5%	+$21.5K	0.44%	81
2025 Q1	$395K	Hold	5,520	–	–	0.47%	81
2024 Q4	$344K	Buy	+5,520	New	+$360K	0.39%	87

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

Unified Investment Management's KO Position: Q2 2026 in Review

Unified Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 4,822 shares worth $392K. The position accounts for 0.36% of the portfolio, ranked #94.

Unified Investment Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Unified Investment Management held 4,822 shares of Coca-Cola worth $392K as of Q2 2026.
Unified Investment Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.36% of Unified Investment Management's portfolio in Q2 2026, its #94 holding.
Unified Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's Coca-Cola position peaked at $412K in Q2 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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