Coca-Cola Stake Reduced by Investment Firm

Crossmark Global Holdings Inc. decreased its position in Coca-Cola by 5.7% in the third quarter.

Published on Mar. 5, 2026

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Crossmark Global Holdings Inc., an institutional investor, decreased its position in shares of The Coca-Cola Company (NYSE:KO) by 5.7% during the third quarter, according to the company's recent 13F filing with the SEC. Crossmark Global Holdings Inc. now owns 821,284 shares of Coca-Cola's stock, valued at $54,468,000, making it the 17th largest holding in the firm's investment portfolio.

Why it matters

Coca-Cola is one of the world's most recognizable and valuable brands, so changes in major institutional investors' positions in the company's stock can provide insights into broader market sentiment and trends around the beverage giant.

The details

According to the 13F filing, Crossmark Global Holdings Inc. sold 49,440 shares of Coca-Cola stock during the third quarter. The firm now holds a 0.8% stake in Coca-Cola, down from 0.85% previously. Crossmark Global Holdings Inc. is an investment management firm based in Houston, Texas that focuses on socially responsible investing.

  • Crossmark Global Holdings Inc. decreased its Coca-Cola stake during the 3rd quarter of 2026.

The players

Crossmark Global Holdings Inc.

An investment management firm based in Houston, Texas that focuses on socially responsible investing.

The Coca-Cola Company

A global beverage manufacturer, marketer and distributor best known for its flagship Coca-Cola soda.

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The takeaway

This reduction in Crossmark Global Holdings' Coca-Cola stake, while relatively small, could signal broader caution among some institutional investors about the company's growth prospects or valuation. However, Coca-Cola remains a core holding for many major funds given its global brand strength and market dominance.