William B. Walkup & Associates’s Coca-Cola KO Stock Holding History

William B. Walkup & Associates’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	$1.24M	Sell	15,235 -212	-1%	-$16.7K	0.6%	41
2026 Q1	$1.11M	Hold	15,447	–	–	0.66%	40
2025 Q4	$1.08M	Hold	15,447	–	–	0.59%	42
2025 Q3	$1.02M	Hold	15,447	–	–	0.55%	44
2025 Q2	$1.09M	Hold	15,447	–	–	0.64%	39
2025 Q1	$1.11M	Buy	15,447 +569	+4%	+$38K	0.67%	39
2024 Q4	$926K	Sell	14,878 -120	-0.8%	-$7.83K	0.59%	44
2024 Q3	$1.08M	Sell	14,998 -203	-1%	-$13.9K	0.67%	40
2024 Q2	$968K	Buy	+15,201	New	+$941K	0.63%	40

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

William B. Walkup & Associates's KO Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $16.7K and leaving 15,235 shares worth $1.24M. The position accounts for 0.6% of the portfolio, ranked #41.

William B. Walkup & Associates first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

William B. Walkup & Associates held 15,235 shares of Coca-Cola worth $1.24M as of Q2 2026.
William B. Walkup & Associates sold 212 Coca-Cola shares in Q2 2026, an estimated $16.7K.
Coca-Cola made up 0.6% of William B. Walkup & Associates's portfolio in Q2 2026, its #41 holding.
William B. Walkup & Associates first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.