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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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

Diversified Enterprises's KO Position: Q2 2026 in Review

Diversified Enterprises increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $20.2K and bringing the position to 18,821 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #113.

Diversified Enterprises first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Diversified Enterprises held 18,821 shares of Coca-Cola worth $1.53M as of Q2 2026.
  • Diversified Enterprises bought 256 Coca-Cola shares in Q2 2026, an estimated $20.2K.
  • Coca-Cola made up 0.07% of Diversified Enterprises's portfolio in Q2 2026, its #113 holding.
  • Diversified Enterprises first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.