Diversify Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Diversify Wealth Management's KO Position: Q2 2026 in Review
Diversify Wealth Management increased its Coca-Cola (KO) stake by 6.7% in Q2 2026, buying an estimated $813K and bringing the position to 164,600 shares worth $13.8M. The position accounts for 0.23% of the portfolio, ranked #90.
Diversify Wealth Management first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Diversify Wealth Management held 164,600 shares of Coca-Cola worth $13.8M as of Q2 2026.
- Diversify Wealth Management bought 10,295 Coca-Cola shares in Q2 2026, an estimated $813K.
- Coca-Cola made up 0.23% of Diversify Wealth Management's portfolio in Q2 2026, its #90 holding.
- Diversify Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
- 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.