Diversified Enterprises’s Coca-Cola KO Stock Holding History

Diversified Enterprises’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 Q3	$1.86M	Buy	21,618 +2,797	+15%	+$243K	0.09%	106
2026 Q2	$1.53M	Buy	18,821 +256	+1%	+$20.2K	0.07%	113
2026 Q1	$1.41M	Buy	18,565 +1,766	+11%	+$134K	0.08%	116
2025 Q4	$1.17M	Buy	16,799 +2,143	+15%	+$149K	0.07%	114
2025 Q3	$972K	Buy	14,656 +150	+1%	+$10.3K	0.07%	106
2025 Q2	$1.03M	Sell	14,506 -89	-0.6%	-$6.34K	0.08%	95
2025 Q1	$1.05M	Buy	14,595 +1,840	+14%	+$123K	0.09%	90
2024 Q4	$794K	Buy	12,755 +202	+2%	+$13.2K	0.08%	92
2024 Q3	$902K	Buy	+12,553	New	+$860K	0.1%	80

Other funds holding KO

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Diversified Enterprises's KO Position: Q3 2026 in Review

Diversified Enterprises increased its Coca-Cola (KO) stake by 15% in Q3 2026, buying an estimated $243K and bringing the position to 21,618 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #106.

Diversified Enterprises first reported a position in KO in Q3 2024 and has held it in 9 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Diversified Enterprises held 21,618 shares of Coca-Cola worth $1.86M as of Q3 2026.
Diversified Enterprises bought 2,797 Coca-Cola shares in Q3 2026, an estimated $243K.
Coca-Cola made up 0.09% of Diversified Enterprises's portfolio in Q3 2026, its #106 holding.
Diversified Enterprises first reported a position in Coca-Cola in Q3 2024 and has held it in 9 quarters since.
1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.