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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$770K Buy
9,472
+11
+0.1% +$869 0.65% 43
2026
Q1
$720K Hold
9,461
0.66% 41
2025
Q4
$661K Buy
+9,461
New +$660K 0.58% 42

Other funds holding KO

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

Directional Asset Management increased its Coca-Cola (KO) stake by 0.12% in Q2 2026, buying an estimated $869 and bringing the position to 9,472 shares worth $770K. The position accounts for 0.65% of the portfolio, ranked #43.

Directional Asset Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Directional Asset Management held 9,472 shares of Coca-Cola worth $770K as of Q2 2026.
  • Directional Asset Management bought 11 Coca-Cola shares in Q2 2026, an estimated $869.
  • Coca-Cola made up 0.65% of Directional Asset Management's portfolio in Q2 2026, its #43 holding.
  • Directional Asset Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Directional Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.