Maimon Wealth Management’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
$261K Buy
3,206
+88
+3% +$6.95K 0.2% 67
2026
Q1
$238K Sell
3,118
-86
-3% -$6.5K 0.21% 66
2025
Q4
$224K Buy
+3,204
New +$223K 0.21% 61

Other funds holding KO

Maimon Wealth Management's KO Position: Q2 2026 in Review

Maimon Wealth Management increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $6.95K and bringing the position to 3,206 shares worth $261K. The position accounts for 0.2% of the portfolio, ranked #67.

Maimon Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Maimon Wealth Management held 3,206 shares of Coca-Cola worth $261K as of Q2 2026.
  • Maimon Wealth Management bought 88 Coca-Cola shares in Q2 2026, an estimated $6.95K.
  • Coca-Cola made up 0.2% of Maimon Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Maimon Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.