Diversified 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
$718K Sell
8,832
-9,955
-53% -$786K 0.15% 77
2026
Q1
$1.43M Buy
18,787
+10,022
+114% +$758K 0.25% 95
2025
Q4
$613K Buy
+8,765
New +$611K 0.14% 86

Other funds holding KO

Diversified Management's KO Position: Q2 2026 in Review

Diversified Management reduced its Coca-Cola (KO) stake by 53% in Q2 2026, selling an estimated $786K and leaving 8,832 shares worth $718K. The position accounts for 0.15% of the portfolio, ranked #77.

Diversified Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q1 2026. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Diversified Management held 8,832 shares of Coca-Cola worth $718K as of Q2 2026.
  • Diversified Management sold 9,955 Coca-Cola shares in Q2 2026, an estimated $786K.
  • Coca-Cola made up 0.15% of Diversified Management's portfolio in Q2 2026, its #77 holding.
  • Diversified Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Coca-Cola position peaked at $1.43M in Q1 2026.
  • 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.