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Formidable Asset Management’s Coca-Cola KO Stock Holding History

Formidable 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 		$841K Sell
11,062
-257
-2% -$20.3K 0.13% 152
2026
Q1 		$791K Sell
11,319
-2,155
-16% -$163K 0.12% 164
2025
Q4 		$894K Sell
13,474
-446
-3% -$31.1K 0.13% 154
2025
Q3 		$985K Sell
13,920
-770
-5% -$53K 0.16% 130
2025
Q2 		$1.05M Hold
14,690
– – 0.18% 113
2025
Q1 		$1.05M Sell
14,690
-118
-0.8% -$7.88K 0.18% 112
2024
Q4 		$922K Sell
14,808
-125
-0.8% -$8.16K 0.15% 129
2024
Q3 		$1.07M Sell
14,933
-2,164
-13% -$148K 0.17% 117
2024
Q2 		$1.09M Buy
17,097
+1,416
+9% +$87.7K 0.18% 119
2024
Q1 		$959K Buy
15,681
+3,052
+24% +$183K 0.16% 135
2023
Q4 		$744K Sell
12,629
-262
-2% -$14.9K 0.15% 125
2023
Q3 		$722K Sell
12,891
-157
-1% -$9.42K 0.16% 128
2023
Q2 		$786K Hold
13,048
– – 0.17% 120
2023
Q1 		$813K Buy
13,048
+628
+5% +$38K 0.17% 105
2022
Q4 		$790K Sell
12,420
-1,000
-7% -$60.4K 0.18% 109
2022
Q3 		$792K Buy
13,420
+23
+0.2% +$1.43K 0.18% 101
2022
Q2 		$838K Buy
13,397
+931
+7% +$59K 0.19% 104
2022
Q1 		$773K Sell
12,466
-100
-0.8% -$6.08K 0.15% 119
2021
Q4 		$755K Buy
12,566
+372
+3% +$20.7K 0.14% 134
2021
Q3 		$640K Buy
12,194
+100
+0.8% +$5.57K 0.12% 165
2021
Q2 		$678K Sell
12,094
-2,036
-14% -$111K 0.15% 147
2021
Q1 		$743K Buy
14,130
+819
+6% +$41.2K 0.16% 124
2020
Q4 		$707K Sell
13,311
-1,170
-8% -$60.5K 0.16% 115
2020
Q3 		$715K Sell
14,481
-920
-6% -$44.2K 0.21% 99
2020
Q2 		$662K Buy
15,401
+3,140
+26% +$145K 0.2% 102
2020
Q1 		$544K Hold
12,261
– – 0.21% 94
2019
Q4 		$699K Buy
+12,261
New +$659K 0.22% 94
2019
Q3 		– Sell
-12,216
Closed -$642K – 186
2019
Q2 		$642K Buy
+12,216
New +$599K 0.22% 99
2019
Q1 		– Sell
-13,641
Closed -$646K – 225
2018
Q4 		$646K Buy
13,641
+1,640
+14% +$78.5K 0.34% 61
2018
Q3 		$551K Sell
12,001
-1,014
-8% -$46.3K 0.22% 85
2018
Q2 		$571K Buy
13,015
+50
+0.4% +$2.16K 0.25% 78
2018
Q1 		$563K Sell
12,965
-74
-0.6% -$3.32K 0.28% 69
2017
Q4 		$598K Sell
13,039
-800
-6% -$36.8K 0.28% 76
2017
Q3 		$623K Sell
13,839
-235
-2% -$10.7K 0.26% 91
2017
Q2 		$631K Buy
14,074
+240
+2% +$10.6K 0.31% 77
2017
Q1 		$607K Buy
13,834
+2,012
+17% +$83.9K 0.26% 93
2016
Q4 		$490K Buy
11,822
+19
+0.2% +$791 0.25% 102
2016
Q3 		$500K Buy
11,803
+35
+0.3% +$1.53K 0.25% 98
2016
Q2 		$536K Buy
11,768
+3,709
+46% +$168K 0.3% 94
2016
Q1 		$360K Sell
8,059
-2,197
-21% -$95.6K 0.25% 89
2015
Q4 		$434K Sell
10,256
-466
-4% -$19.8K 0.3% 79
2015
Q3 		$430K Hold
10,722
– – 0.29% 81
2015
Q2 		$421K Hold
10,722
– – 0.27% 86
2015
Q1 		$436K Sell
10,722
-60
-0.6% -$2.51K 0.29% 79
2014
Q4 		$455K Buy
10,782
+240
+2% +$10.2K 0.31% 80
2014
Q3 		$441K Buy
10,542
+84
+0.8% +$3.47K 0.29% 81
2014
Q2 		$443K Hold
10,458
– – 0.27% 89
2014
Q1 		$429K Hold
10,458
– – 0.3% 71
2013
Q4 		$397K Buy
10,458
+440
+4% +$17.4K 0.27% 86
2013
Q3 		$375K Buy
+10,018
New +$396K 0.32% 75

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Formidable Asset Management's KO Position: Q2 2026 in Review

Formidable Asset Management reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 11,062 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #152.

Formidable Asset Management first reported a position in KO in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.09M in Q2 2024. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Formidable Asset Management held 11,062 shares of Coca-Cola worth $841K as of Q2 2026.
  • Formidable Asset Management sold 257 Coca-Cola shares in Q2 2026, an estimated $20.3K.
  • Coca-Cola made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #152 holding.
  • Formidable Asset Management first reported a position in Coca-Cola in Q3 2013 and has held it in 50 quarters since.
  • Formidable Asset Management's Coca-Cola position peaked at $1.09M in Q2 2024.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.