ZI
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ZEGA Investments’s Coca-Cola KO Stock Holding History

ZEGA Investments’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 		$24.4K Buy
300
+100
+50% +$7.9K ﹤0.01% 333
2026
Q1 		$15.2K Buy
+200
New +$15.1K ﹤0.01% 298

Other funds holding KO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

ZEGA Investments's KO Position: Q2 2026 in Review

ZEGA Investments increased its Coca-Cola (KO) stake by 0.85% in Q2 2026, buying an estimated $11.8K and bringing the position to 17,668 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #81.

ZEGA Investments first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 2,244 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ZEGA Investments held 17,668 shares of Coca-Cola worth $1.44M as of Q2 2026.
  • ZEGA Investments bought 149 Coca-Cola shares in Q2 2026, an estimated $11.8K.
  • Coca-Cola made up 0.15% of ZEGA Investments's portfolio in Q2 2026, its #81 holding.
  • ZEGA Investments first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.