Encompass More Asset Management’s Coca-Cola KO Stock Holding History

Encompass More Asset Management’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	$349K	Buy	4,291 +286	+7%	+$22.6K	0.05%	207
2026 Q1	$305K	Sell	4,005 -291	-7%	-$22K	0.05%	190
2025 Q4	$300K	Sell	4,296 -479	-10%	-$33.4K	0.06%	196
2025 Q3	$317K	Buy	4,775 +4	+0.1%	+$275	0.06%	173
2025 Q2	$338K	Sell	4,771 -242	-5%	-$17.2K	0.08%	152
2025 Q1	$359K	Buy	5,013 +89	+2%	+$5.94K	0.11%	136
2024 Q4	$307K	Sell	4,924 -729	-13%	-$47.6K	0.1%	147
2024 Q3	$406K	Buy	+5,653	New	+$387K	0.15%	113

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Encompass More Asset Management's KO Position: Q2 2026 in Review

Encompass More Asset Management increased its Coca-Cola (KO) stake by 7.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,291 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #207.

Encompass More Asset Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $406K in Q3 2024. 629 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Encompass More Asset Management held 4,291 shares of Coca-Cola worth $349K as of Q2 2026.
Encompass More Asset Management bought 286 Coca-Cola shares in Q2 2026, an estimated $22.6K.
Coca-Cola made up 0.05% of Encompass More Asset Management's portfolio in Q2 2026, its #207 holding.
Encompass More Asset Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's Coca-Cola position peaked at $406K in Q3 2024.
629 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.