DAS
KO icon

Dynamic Advisor Solutions’s Coca-Cola KO Stock Holding History

Dynamic Advisor Solutions’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 		$6.31M Buy
77,661
+2,798
+4% +$221K 0.18% 131
2026
Q1 		$5.69M Buy
74,863
+588
+0.8% +$44.5K 0.18% 127
2025
Q4 		$5.19M Sell
74,275
-1,157
-2% -$80.7K 0.17% 140
2025
Q3 		$5M Buy
75,432
+563
+0.8% +$38.8K 0.15% 165
2025
Q2 		$5.3M Buy
74,869
+2,382
+3% +$170K 0.16% 149
2025
Q1 		$5.19M Sell
72,487
-616
-0.8% -$41.1K 0.17% 146
2024
Q4 		$4.55M Sell
73,103
-3,345
-4% -$218K 0.2% 126
2024
Q3 		$5.49M Sell
76,448
-3,370
-4% -$231K 0.16% 157
2024
Q2 		$5.08M Sell
79,818
-2,505
-3% -$155K 0.16% 159
2024
Q1 		$5.04M Buy
82,323
+6,880
+9% +$413K 0.17% 162
2023
Q4 		$4.5M Buy
75,443
+7,069
+10% +$402K 0.17% 171
2023
Q3 		$3.83M Sell
68,374
-4,259
-6% -$255K 0.18% 160
2023
Q2 		$4.37M Sell
72,633
-507
-0.7% -$31.5K 0.23% 131
2023
Q1 		$4.54M Buy
73,140
+6,658
+10% +$403K 0.27% 105
2022
Q4 		$4.23M Buy
66,482
+3,638
+6% +$220K 0.29% 92
2022
Q3 		$3.52M Sell
62,844
-238
-0.4% -$14.8K 0.27% 87
2022
Q2 		$3.97M Sell
63,082
-1,818
-3% -$115K 0.3% 76
2022
Q1 		$4.02M Buy
64,900
+286
+0.4% +$17.4K 0.28% 79
2021
Q4 		$3.83M Sell
64,614
-5,425
-8% -$302K 0.27% 82
2021
Q3 		$3.67M Sell
70,039
-246
-0.4% -$13.7K 0.28% 83
2021
Q2 		$3.8M Sell
70,285
-437
-0.6% -$23.8K 0.3% 82
2021
Q1 		$3.73M Sell
70,722
-9,958
-12% -$501K 0.35% 68
2020
Q4 		$4.42M Buy
80,680
+4,444
+6% +$230K 0.41% 60
2020
Q3 		$3.76M Buy
76,236
+1,990
+3% +$95.7K 0.43% 54
2020
Q2 		$3.32M Buy
74,246
+3,270
+5% +$151K 0.45% 55
2020
Q1 		$3.14M Sell
70,976
-6,350
-8% -$343K 0.57% 32
2019
Q4 		$4.28M Buy
77,326
+787
+1% +$42.3K 0.58% 36
2019
Q3 		$4.17M Buy
76,539
+15,955
+26% +$854K 0.65% 31
2019
Q2 		$3.08M Buy
60,584
+16,993
+39% +$833K 0.5% 50
2019
Q1 		$2.04M Buy
43,591
+8,828
+25% +$413K 0.39% 67
2018
Q4 		$1.65M Sell
34,763
-140
-0.4% -$6.7K 0.35% 83
2018
Q3 		$1.61M Buy
34,903
+102
+0.3% +$4.66K 0.33% 95
2018
Q2 		$1.53M Buy
34,801
+9,254
+36% +$400K 0.35% 89
2018
Q1 		$1.11M Buy
25,547
+7,203
+39% +$324K 0.28% 106
2017
Q4 		$841K Buy
18,344
+1,357
+8% +$62.4K 0.28% 111
2017
Q3 		$765K Sell
16,987
-24,414
-59% -$1.11M 0.3% 108
2017
Q2 		$1.86M Buy
41,401
+4,763
+13% +$210K 0.72% 37
2017
Q1 		$1.55M Sell
36,638
-277
-0.8% -$11.6K 0.61% 44
2016
Q4 		$1.53M Sell
36,915
-7,759
-17% -$323K 0.61% 45
2016
Q3 		$1.89M Sell
44,674
-5,332
-11% -$234K 0.72% 36
2016
Q2 		$2.27M Buy
50,006
+455
+0.9% +$20.6K 0.92% 25
2016
Q1 		$2.3M Sell
49,551
-3,405
-6% -$148K 0.98% 25
2015
Q4 		$2.27M Buy
52,956
+5,950
+13% +$253K 0.94% 27
2015
Q3 		$1.89M Buy
47,006
+579
+1% +$23.2K 0.95% 31
2015
Q2 		$1.82M Buy
46,427
+6,747
+17% +$274K 1.06% 30
2015
Q1 		$1.61M Buy
39,680
+10,847
+38% +$454K 0.81% 35
2014
Q4 		$1.22M Sell
28,833
-5,642
-16% -$241K 0.65% 42
2014
Q3 		$1.47M Buy
34,475
+11,602
+51% +$480K 0.8% 32
2014
Q2 		$969K Sell
22,873
-7,859
-26% -$319K 0.58% 47
2014
Q1 		$1.19M Buy
30,732
+6,643
+28% +$257K 0.81% 37
2013
Q4 		$995K Buy
+24,089
New +$950K 0.74% 38

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's KO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Coca-Cola (KO) stake by 3.7% in Q2 2026, buying an estimated $221K and bringing the position to 77,661 shares worth $6.31M. The position accounts for 0.18% of the portfolio, ranked #131.

Dynamic Advisor Solutions first reported a position in KO in Q4 2013 and has held it in 51 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Dynamic Advisor Solutions held 77,661 shares of Coca-Cola worth $6.31M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,798 Coca-Cola shares in Q2 2026, an estimated $221K.
  • Coca-Cola made up 0.18% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #131 holding.
  • Dynamic Advisor Solutions first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.