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

Windsor 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	$1.29M	Sell	15,882 -1,637	-9%	-$129K	0.34%	49
2026 Q1	$1.33M	Buy	17,519 +172	+1%	+$13K	0.38%	48
2025 Q4	$1.21M	Buy	17,347 +59	+0.3%	+$4.11K	0.33%	50
2025 Q3	$1.15M	Sell	17,288 -22	-0.1%	-$1.51K	0.32%	49
2025 Q2	$1.22M	Sell	17,310 -671	-4%	-$47.8K	0.36%	48
2025 Q1	$1.29M	Sell	17,981 -53	-0.3%	-$3.54K	0.4%	44
2024 Q4	$1.12M	Sell	18,034 -866	-5%	-$56.5K	0.33%	47
2024 Q3	$1.36M	Sell	18,900 -287	-1%	-$19.7K	0.39%	44
2024 Q2	$1.22M	Buy	19,187 +110	+0.6%	+$6.81K	0.38%	44
2024 Q1	$1.17M	Hold	19,077	–	–	0.36%	49
2023 Q4	$1.12M	Buy	19,077 +116	+0.6%	+$6.59K	0.37%	48
2023 Q3	$1.06M	Buy	18,961 +12	+0.1%	+$720	0.37%	48
2023 Q2	$1.14M	Buy	18,949 +200	+1%	+$12.4K	0.38%	45
2023 Q1	$1.16M	Sell	18,749 -340	-2%	-$20.6K	0.4%	44
2022 Q4	$1.21M	Sell	19,089 -474	-2%	-$28.6K	0.44%	42
2022 Q3	$1.09M	Sell	19,563 -260	-1%	-$16.2K	0.41%	44
2022 Q2	$1.25M	Sell	19,823 -419	-2%	-$26.6K	0.44%	44
2022 Q1	$1.25M	Buy	20,242 +183	+0.9%	+$11.1K	0.39%	46
2021 Q4	$1.19M	Buy	20,059 +244	+1%	+$13.6K	0.36%	49
2021 Q3	$1.04M	Sell	19,815 -77	-0.4%	-$4.29K	0.33%	48
2021 Q2	$1.08M	Buy	19,892 +29	+0.1%	+$1.58K	0.36%	49
2021 Q1	$1.05M	Buy	19,863 +23	+0.1%	+$1.16K	0.36%	49
2020 Q4	$1.09M	Sell	19,840 -1,625	-8%	-$84K	0.41%	50
2020 Q3	$1.06M	Sell	21,465 -311	-1%	-$15K	0.44%	50
2020 Q2	$972K	Buy	21,776 +261	+1%	+$12K	0.42%	49
2020 Q1	$952K	Sell	21,515 -1,396	-6%	-$75.4K	0.48%	44
2019 Q4	$1.27M	Buy	22,911 +337	+1%	+$18.1K	0.53%	43
2019 Q3	$1.23M	Buy	22,574 +251	+1%	+$13.4K	0.55%	45
2019 Q2	$1.14M	Buy	22,323 +394	+2%	+$19.3K	0.52%	51
2019 Q1	$1.03M	Buy	21,929 +36	+0.2%	+$1.68K	0.48%	53
2018 Q4	$1.04M	Sell	21,893 -14,374	-40%	-$688K	0.54%	49
2018 Q3	$1.68M	Buy	36,267 +983	+3%	+$44.9K	0.76%	32
2018 Q2	$1.55M	Buy	35,284 +1,455	+4%	+$62.8K	0.72%	36
2018 Q1	$1.47M	Sell	33,829 -277	-0.8%	-$12.4K	0.69%	37
2017 Q4	$1.56M	Buy	34,106 +2,403	+8%	+$110K	0.73%	35
2017 Q3	$1.42M	Hold	31,703	–	–	0.72%	36
2017 Q2	$1.42M	Buy	31,703 +1,120	+4%	+$49.5K	0.71%	36
2017 Q1	$1.3M	Buy	30,583 +2,397	+9%	+$100K	0.67%	40
2016 Q4	$1.17M	Buy	28,186 +925	+3%	+$38.5K	0.63%	40
2016 Q3	$1.15M	Sell	27,261 -276	-1%	-$12.1K	0.63%	40
2016 Q2	$1.25M	Buy	27,537 +2,130	+8%	+$96.3K	0.73%	37
2016 Q1	$1.18M	Sell	25,407 -116	-0.5%	-$5.05K	0.73%	34
2015 Q4	$1.1M	Sell	25,523 -307	-1%	-$13K	0.68%	37
2015 Q3	$1.04M	Sell	25,830 -1,454	-5%	-$58.2K	0.61%	40
2015 Q2	$1.07M	Buy	27,284 +1,463	+6%	+$59.5K	0.62%	42
2015 Q1	$1.05M	Buy	25,821 +723	+3%	+$30.2K	0.61%	41
2014 Q4	$1.06M	Buy	25,098 +326	+1%	+$13.9K	0.6%	39
2014 Q3	$1.06M	Sell	24,772 -438	-2%	-$18.1K	0.6%	38
2014 Q2	$1.07M	Sell	25,210 -181	-0.7%	-$7.34K	0.6%	37
2014 Q1	$982K	Buy	25,391 +669	+3%	+$25.8K	0.58%	36
2013 Q4	$1.02M	Buy	24,722 +2,563	+12%	+$101K	0.6%	33
2013 Q3	$839K	Buy	22,159 +2,182	+11%	+$86.3K	0.49%	38
2013 Q2	$801K	Buy	+19,977	New	+$827K	0.48%	42

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

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

Windsor Capital Management reduced its Coca-Cola (KO) stake by 9.3% in Q2 2026, selling an estimated $129K and leaving 15,882 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #49.

Windsor Capital Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.68M in Q3 2018. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Windsor Capital Management held 15,882 shares of Coca-Cola worth $1.29M as of Q2 2026.
Windsor Capital Management sold 1,637 Coca-Cola shares in Q2 2026, an estimated $129K.
Coca-Cola made up 0.34% of Windsor Capital Management's portfolio in Q2 2026, its #49 holding.
Windsor Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Windsor Capital Management's Coca-Cola position peaked at $1.68M in Q3 2018.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.