Acima Private Wealth’s Coca-Cola KO Stock Holding History

Acima Private Wealth’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	$737K	Hold	9,066	–	–	0.21%	67
2026 Q1	$689K	Hold	9,066	–	–	0.22%	64
2025 Q4	$634K	Sell	9,066 -66	-0.7%	-$4.6K	0.2%	67
2025 Q3	$606K	Hold	9,132	–	–	0.19%	69
2025 Q2	$646K	Buy	9,132 +6,087	+200%	+$434K	0.22%	64
2025 Q1	$218K	Hold	3,045	–	–	0.08%	111
2024 Q4	$190K	Hold	3,045	–	–	0.06%	119
2024 Q3	$219K	Hold	3,045	–	–	0.07%	117
2024 Q2	$194K	Hold	3,045	–	–	0.07%	118
2024 Q1	$186K	Hold	3,045	–	–	0.07%	122
2023 Q4	$179K	Hold	3,045	–	–	0.07%	129
2023 Q3	$170K	Hold	3,045	–	–	0.08%	134
2023 Q2	$183K	Hold	3,045	–	–	0.09%	133
2023 Q1	$189K	Hold	3,045	–	–	0.09%	130
2022 Q4	$194K	Hold	3,045	–	–	0.1%	126
2022 Q3	$171K	Hold	3,045	–	–	0.09%	123
2022 Q2	$192K	Hold	3,045	–	–	0.1%	121
2022 Q1	$189K	Hold	3,045	–	–	0.09%	133
2021 Q4	$180K	Hold	3,045	–	–	0.08%	134
2021 Q3	$160K	Sell	3,045 -50	-2%	-$2.79K	0.07%	134
2021 Q2	$167K	Hold	3,095	–	–	0.08%	132
2021 Q1	$163K	Hold	3,095	–	–	0.08%	131
2020 Q4	$170K	Hold	3,095	–	–	0.09%	125
2020 Q3	$153K	Hold	3,095	–	–	0.09%	120
2020 Q2	$138K	Hold	3,095	–	–	0.09%	131
2020 Q1	$137K	Hold	3,095	–	–	0.11%	133
2019 Q4	$171K	Buy	3,095 +683	+28%	+$36.7K	0.12%	146
2019 Q3	$131K	Hold	2,412	–	–	0.1%	150
2019 Q2	$123K	Hold	2,412	–	–	0.1%	147
2019 Q1	$113K	Hold	2,412	–	–	0.1%	146
2018 Q4	$114K	Buy	+2,412	New	+$115K	0.11%	143

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return