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

Whitener 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	$3.16M	Buy	38,844 +374	+1%	+$29.5K	0.67%	36
2026 Q1	$2.93M	Buy	38,470 +594	+2%	+$44.9K	0.67%	34
2025 Q4	$2.65M	Buy	37,876 +2,587	+7%	+$180K	0.6%	39
2025 Q3	$2.34M	Buy	35,289 +165	+0.5%	+$11.4K	0.56%	40
2025 Q2	$2.49M	Buy	35,124 +304	+0.9%	+$21.7K	0.66%	37
2025 Q1	$2.49M	Buy	34,820 +484	+1%	+$32.3K	0.71%	34
2024 Q4	$2.14M	Buy	34,336 +673	+2%	+$43.9K	0.6%	39
2024 Q3	$2.42M	Buy	33,663 +955	+3%	+$65.4K	0.69%	34
2024 Q2	$2.08M	Buy	32,708 +4,953	+18%	+$307K	0.63%	36
2024 Q1	$1.7M	Buy	27,755 +346	+1%	+$20.8K	0.56%	42
2023 Q4	$1.62M	Buy	27,409 +1,771	+7%	+$101K	0.58%	41
2023 Q3	$1.44M	Sell	25,638 -73	-0.3%	-$4.38K	0.57%	44
2023 Q2	$1.55M	Buy	25,711 +930	+4%	+$57.9K	0.59%	41
2023 Q1	$1.54M	Buy	24,781 +817	+3%	+$49.5K	0.64%	42
2022 Q4	$1.52M	Sell	23,964 -350	-1%	-$21.1K	0.67%	40
2022 Q3	$1.36M	Sell	24,314 -100	-0.4%	-$6.21K	0.64%	42
2022 Q2	$1.53M	Buy	24,414 +658	+3%	+$41.7K	0.69%	39
2022 Q1	$1.47M	Buy	23,756 +1,262	+6%	+$76.7K	0.55%	46
2021 Q4	$1.33M	Buy	22,494 +592	+3%	+$33K	0.48%	53
2021 Q3	$1.2M	Sell	21,902 -1,376	-6%	-$76.7K	0.55%	50
2021 Q2	$1.26M	Sell	23,278 -180	-0.8%	-$9.79K	0.5%	54
2021 Q1	$1.24M	Buy	23,458 +1,556	+7%	+$78.3K	0.54%	54
2020 Q4	$1.2M	Sell	21,902 -2,030	-8%	-$105K	0.55%	50
2020 Q3	$1.18M	Sell	23,932 -1,380	-5%	-$66.4K	0.57%	48
2020 Q2	$1.13M	Buy	25,312 +395	+2%	+$18.2K	0.59%	46
2020 Q1	$1.1M	Sell	24,917 -1,680	-6%	-$90.7K	0.71%	41
2019 Q4	$1.47M	Buy	26,597 +2,300	+9%	+$124K	0.76%	38
2019 Q3	$1.32M	Buy	24,297 +30	+0.1%	+$1.61K	0.73%	37
2019 Q2	$1.24M	Buy	24,267 +3,100	+15%	+$152K	0.7%	39
2019 Q1	$991K	Sell	21,167 -2,000	-9%	-$93.5K	0.65%	42
2018 Q4	$1.1M	Buy	23,167 +3,050	+15%	+$146K	0.81%	33
2018 Q3	$929K	Sell	20,117 -350	-2%	-$16K	0.61%	45
2018 Q2	$897K	Buy	20,467 +50	+0.2%	+$2.16K	0.7%	41
2018 Q1	$886K	Buy	20,417 +2,410	+13%	+$108K	0.68%	37
2017 Q4	$826K	Buy	+18,007	New	+$828K	0.71%	36

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Whitener Capital Management increased its Coca-Cola (KO) stake by 0.97% in Q2 2026, buying an estimated $29.5K and bringing the position to 38,844 shares worth $3.16M. The position accounts for 0.67% of the portfolio, ranked #36.

Whitener Capital Management first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Whitener Capital Management held 38,844 shares of Coca-Cola worth $3.16M as of Q2 2026.
Whitener Capital Management bought 374 Coca-Cola shares in Q2 2026, an estimated $29.5K.
Coca-Cola made up 0.67% of Whitener Capital Management's portfolio in Q2 2026, its #36 holding.
Whitener Capital Management first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.