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

Yousif 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	$32.2M	Sell	395,713 -36,126	-8%	-$2.85M	0.36%	40
2026 Q1	$32.8M	Sell	431,839 -19,526	-4%	-$1.48M	0.39%	35
2025 Q4	$32.4M	Sell	451,365 -23,179	-5%	-$1.62M	0.36%	38
2025 Q3	$31.5M	Sell	474,544 -30,387	-6%	-$2.09M	0.34%	38
2025 Q2	$35.7M	Sell	504,931 -17,331	-3%	-$1.23M	0.39%	35
2025 Q1	$37.4M	Sell	522,262 -5,626	-1%	-$376K	0.43%	30
2024 Q4	$32.9M	Sell	527,888 -13,249	-2%	-$865K	0.36%	37
2024 Q3	$38.9M	Sell	541,137 -14,436	-3%	-$989K	0.42%	27
2024 Q2	$35.4M	Sell	555,573 -16,458	-3%	-$1.02M	0.4%	29
2024 Q1	$35M	Sell	572,031 -5,241	-0.9%	-$315K	0.39%	35
2023 Q4	$34M	Sell	577,272 -18,179	-3%	-$1.03M	0.4%	32
2023 Q3	$33.3M	Sell	595,451 -9,679	-2%	-$581K	0.42%	29
2023 Q2	$36.4M	Sell	605,130 -1,479	-0.2%	-$92K	0.44%	25
2023 Q1	$37.6M	Sell	606,609 -32,484	-5%	-$1.97M	0.49%	24
2022 Q4	$40.7M	Buy	639,093 +20,415	+3%	+$1.23M	0.53%	23
2022 Q3	$34.7M	Buy	618,678 +3,400	+0.6%	+$211K	0.49%	25
2022 Q2	$38.7M	Sell	615,278 -14,855	-2%	-$942K	0.51%	22
2022 Q1	$39.1M	Buy	630,133 +2,993	+0.5%	+$182K	0.42%	28
2021 Q4	$37.1M	Buy	+627,140	New	+$34.9M	0.38%	36

Other funds holding KO

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 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Yousif Capital Management reduced its Coca-Cola (KO) stake by 8.4% in Q2 2026, selling an estimated $2.85M and leaving 395,713 shares worth $32.2M. The position accounts for 0.36% of the portfolio, ranked #40.

Yousif Capital Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.7M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Yousif Capital Management held 395,713 shares of Coca-Cola worth $32.2M as of Q2 2026.
Yousif Capital Management sold 36,126 Coca-Cola shares in Q2 2026, an estimated $2.85M.
Coca-Cola made up 0.36% of Yousif Capital Management's portfolio in Q2 2026, its #40 holding.
Yousif Capital Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Coca-Cola position peaked at $40.7M in Q4 2022.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.