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Paladin Wealth’s Coca-Cola KO Stock Holding History

Paladin Wealth’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 		$930K Sell
11,449
-172
-1% -$13.6K 0.54% 59
2026
Q1 		$884K Sell
11,621
-1,072
-8% -$81K 0.61% 52
2025
Q4 		$887K Buy
12,693
+32
+0.3% +$2.23K 0.61% 53
2025
Q3 		$840K Sell
12,661
-156
-1% -$10.7K 0.61% 60
2025
Q2 		$907K Sell
12,817
-81
-0.6% -$5.77K 0.71% 51
2025
Q1 		$924K Buy
12,898
+332
+3% +$22.2K 0.83% 47
2024
Q4 		$782K Buy
12,566
+1,861
+17% +$121K 0.68% 49
2024
Q3 		$769K Buy
+10,705
New +$733K 0.67% 55

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

Paladin Wealth's KO Position: Q2 2026 in Review

Paladin Wealth reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $13.6K and leaving 11,449 shares worth $930K. The position accounts for 0.54% of the portfolio, ranked #59.

Paladin Wealth first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Paladin Wealth held 11,449 shares of Coca-Cola worth $930K as of Q2 2026.
  • Paladin Wealth sold 172 Coca-Cola shares in Q2 2026, an estimated $13.6K.
  • Coca-Cola made up 0.54% of Paladin Wealth's portfolio in Q2 2026, its #59 holding.
  • Paladin Wealth first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.