Diversify Advisory Services’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
$13.8M Buy
164,600
+110,509
+204% +$8.73M 0.23% 90
2026
Q1
$4.27M Sell
54,091
-40,275
-43% -$3.04M 0.65% 24
2025
Q4
$6.65M Buy
94,366
+1,115
+1% +$77.7K 0.21% 79
2025
Q3
$6.34M Sell
93,251
-12,522
-12% -$862K 0.21% 81
2025
Q2
$7.48M Buy
105,773
+18,886
+22% +$1.35M 0.29% 59
2025
Q1
$6.29M Buy
86,887
+7,883
+10% +$526K 0.39% 45
2024
Q4
$4.82M Sell
79,004
-14,101
-15% -$920K 0.27% 57
2024
Q3
$6.47M Buy
93,105
+34,592
+59% +$2.37M 0.35% 51
2024
Q2
$3.67M Sell
58,513
-7,555
-11% -$468K 0.2% 91
2024
Q1
$4.01M Buy
+66,068
New +$3.97M 0.24% 90

Other funds holding KO

Diversify Advisory Services's KO Position: Q2 2026 in Review

Diversify Advisory Services increased its Coca-Cola (KO) stake by 204% in Q2 2026, buying an estimated $8.73M and bringing the position to 164,600 shares worth $13.8M. The position accounts for 0.23% of the portfolio, ranked #90.

Diversify Advisory Services first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Diversify Advisory Services held 164,600 shares of Coca-Cola worth $13.8M as of Q2 2026.
  • Diversify Advisory Services bought 110,509 Coca-Cola shares in Q2 2026, an estimated $8.73M.
  • Coca-Cola made up 0.23% of Diversify Advisory Services's portfolio in Q2 2026, its #90 holding.
  • Diversify Advisory Services first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.