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Clarity Asset Management’s Coca-Cola KO Stock Holding History

Clarity Asset 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 		– Sell
-1,029
Closed -$78.3K – 184
2026
Q1 		$78.3K Sell
1,029
-16
-2% -$1.21K 0.04% 106
2025
Q4 		$73.1K Buy
1,045
+15
+1% +$1.05K 0.04% 76
2025
Q3 		$68.3K Buy
1,030
+7
+0.7% +$482 0.04% 84
2025
Q2 		$72.3K Sell
1,023
-34
-3% -$2.42K 0.04% 76
2025
Q1 		$75.7K Sell
1,057
-215
-17% -$14.4K 0.05% 63
2024
Q4 		$79.2K Buy
1,272
+18
+1% +$1.18K 0.05% 65
2024
Q3 		$90.1K Buy
1,254
+2
+0.2% +$137 0.06% 54
2024
Q2 		$79.7K Sell
1,252
-38
-3% -$2.35K 0.06% 59
2024
Q1 		$78.9K Sell
1,290
-11
-0.8% -$661 0.05% 62
2023
Q4 		$76.7K Buy
+1,301
New +$73.9K 0.06% 57

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
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
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

Clarity Asset Management's KO Position: Q2 2026 in Review

Clarity Asset Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,029 shares — an estimated $78.3K sold.

Clarity Asset Management first reported a position in KO in Q4 2023 and held it in 10 quarters. The position peaked at $90.1K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clarity Asset Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,029 Coca-Cola shares in Q2 2026, an estimated $78.3K.
  • Clarity Asset Management first reported a position in Coca-Cola in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Coca-Cola position peaked at $90.1K in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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