ZIG
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Zullo Investment Group’s Coca-Cola KO Stock Holding History

Zullo Investment Group’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 		$735K Sell
9,041
-77
-0.8% -$6.08K 0.25% 74
2026
Q1 		$693K Buy
9,118
+194
+2% +$14.7K 0.26% 74
2025
Q4 		$624K Sell
8,924
-664
-7% -$46.3K 0.23% 81
2025
Q3 		$636K Sell
9,588
-184
-2% -$12.7K 0.24% 78
2025
Q2 		$691K Sell
9,772
-9,142
-48% -$651K 0.28% 73
2025
Q1 		$1.35M Buy
18,914
+293
+2% +$19.6K 0.58% 43
2024
Q4 		$1.16M Buy
18,621
+192
+1% +$12.5K 0.47% 48
2024
Q3 		$1.32M Buy
18,429
+11
+0.1% +$753 0.55% 42
2024
Q2 		$1.17M Sell
18,418
-150
-0.8% -$9.29K 0.51% 48
2024
Q1 		$1.14M Buy
18,568
+1
+0% +$60 0.53% 47
2023
Q4 		$1.09M Buy
18,567
+235
+1% +$13.3K 0.56% 47
2023
Q3 		$1.03M Buy
18,332
+718
+4% +$43.1K 0.6% 42
2023
Q2 		$1.06M Sell
17,614
-1,864
-10% -$116K 0.61% 44
2023
Q1 		$1.21M Buy
19,478
+142
+0.7% +$8.6K 0.75% 37
2022
Q4 		$1.23M Buy
19,336
+119
+0.6% +$7.18K 0.75% 33
2022
Q3 		$1.08M Sell
19,217
-714
-4% -$44.4K 0.7% 35
2022
Q2 		$1.25M Sell
19,931
-306
-2% -$19.4K 0.78% 28
2022
Q1 		$1.25M Sell
20,237
-649
-3% -$39.5K 0.65% 31
2021
Q4 		$1.24M Buy
+20,886
New +$1.16M 0.64% 30

Other funds holding KO

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Zullo Investment Group's KO Position: Q2 2026 in Review

Zullo Investment Group reduced its Coca-Cola (KO) stake by 0.84% in Q2 2026, selling an estimated $6.08K and leaving 9,041 shares worth $735K. The position accounts for 0.25% of the portfolio, ranked #74.

Zullo Investment Group first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Zullo Investment Group held 9,041 shares of Coca-Cola worth $735K as of Q2 2026.
  • Zullo Investment Group sold 77 Coca-Cola shares in Q2 2026, an estimated $6.08K.
  • Coca-Cola made up 0.25% of Zullo Investment Group's portfolio in Q2 2026, its #74 holding.
  • Zullo Investment Group first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Coca-Cola position peaked at $1.35M in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.