Palisade Asset 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
$3.31M Sell
40,749
-183
-0.4% -$14.5K 0.31% 73
2026
Q1
$3.11M Hold
40,932
0.31% 72
2025
Q4
$2.86M Sell
40,932
-573
-1% -$39.9K 0.28% 75
2025
Q3
$2.75M Buy
41,505
+37
+0.1% +$2.55K 0.26% 77
2025
Q2
$2.93M Sell
41,468
-1,005
-2% -$71.6K 0.29% 72
2025
Q1
$3.04M Sell
42,473
-1,100
-3% -$73.5K 0.31% 70
2024
Q4
$2.71M Buy
43,573
+2,371
+6% +$155K 0.28% 75
2024
Q3
$2.96M Sell
41,202
-1,619
-4% -$111K 0.29% 72
2024
Q2
$2.73M Sell
42,821
-5,515
-11% -$341K 0.28% 77
2024
Q1
$2.96M Buy
48,336
+71
+0.1% +$4.26K 0.29% 78
2023
Q4
$2.84M Buy
48,265
+3,208
+7% +$182K 0.31% 76
2023
Q3
$2.52M Sell
45,057
-79
-0.2% -$4.74K 0.31% 74
2023
Q2
$2.72M Buy
45,136
+1
+0% +$62 0.32% 71
2023
Q1
$2.8M Sell
45,135
-1,540
-3% -$93.2K 0.34% 67
2022
Q4
$2.97M Buy
46,675
+178
+0.4% +$10.7K 0.34% 70
2022
Q3
$2.6M Buy
46,497
+1
+0% +$62 0.36% 68
2022
Q2
$2.92M Sell
46,496
-261
-0.6% -$16.5K 0.38% 67
2022
Q1
$2.9M Sell
46,757
-305
-0.6% -$18.5K 0.33% 70
2021
Q4
$2.79M Sell
47,062
-347
-0.7% -$19.3K 0.31% 72
2021
Q3
$2.49M Sell
47,409
-77
-0.2% -$4.29K 0.3% 74
2021
Q2
$2.57M Sell
47,486
-737
-2% -$40.1K 0.3% 72
2021
Q1
$2.54M Buy
48,223
+125
+0.3% +$6.29K 0.33% 72
2020
Q4
$2.64M Buy
48,098
+531
+1% +$27.5K 0.36% 70
2020
Q3
$2.35M Buy
47,567
+1,596
+3% +$76.8K 0.35% 72
2020
Q2
$2.05M Buy
45,971
+6,379
+16% +$294K 0.33% 72
2020
Q1
$1.75M Hold
39,592
0.32% 72
2019
Q4
$2.19M Buy
39,592
+297
+0.8% +$16K 0.32% 73
2019
Q3
$2.14M Buy
39,295
+257
+0.7% +$13.8K 0.33% 70
2019
Q2
$1.99M Sell
39,038
-1,000
-2% -$49K 0.31% 74
2019
Q1
$1.88M Sell
40,038
-1,587
-4% -$74.2K 0.3% 76
2018
Q4
$1.97M Sell
41,625
-176
-0.4% -$8.42K 0.29% 69
2018
Q3
$1.93M Sell
41,801
-511
-1% -$23.3K 0.26% 73
2018
Q2
$1.86M Hold
42,312
0.27% 72
2018
Q1
$1.84M Hold
42,312
0.28% 72
2017
Q4
$1.94M Hold
42,312
0.31% 70
2017
Q3
$1.9M Buy
42,312
+1,650
+4% +$75.1K 0.35% 64
2017
Q2
$1.82M Hold
40,662
0.36% 62
2017
Q1
$1.73M Buy
40,662
+500
+1% +$20.9K 0.32% 63
2016
Q4
$1.67M Sell
40,162
-1,650
-4% -$68.7K 0.32% 61
2016
Q3
$1.77M Hold
41,812
0.33% 61
2016
Q2
$1.9M Hold
41,812
0.36% 60
2016
Q1
$1.94M Buy
41,812
+1,950
+5% +$84.9K 0.38% 58
2015
Q4
$1.71M Sell
39,862
-1,050
-3% -$44.6K 0.37% 58
2015
Q3
$1.64M Hold
40,912
0.37% 64
2015
Q2
$1.6M Buy
40,912
+500
+1% +$20.3K 0.32% 69
2015
Q1
$1.64M Buy
40,412
+1,850
+5% +$77.4K 0.32% 67
2014
Q4
$1.63M Hold
38,562
0.32% 63
2014
Q3
$1.65M Hold
38,562
0.34% 61
2014
Q2
$1.63M Hold
38,562
0.34% 63
2014
Q1
$1.49M Buy
38,562
+3,800
+11% +$147K 0.33% 65
2013
Q4
$1.44M Buy
34,762
+1,054
+3% +$41.6K 0.33% 65
2013
Q3
$1.28M Sell
33,708
-2,520
-7% -$99.6K 0.33% 67
2013
Q2
$1.45M Buy
+36,228
New +$1.5M 0.37% 61

Other funds holding KO

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

Palisade Asset Management reduced its Coca-Cola (KO) stake by 0.45% in Q2 2026, selling an estimated $14.5K and leaving 40,749 shares worth $3.31M. The position accounts for 0.31% of the portfolio, ranked #73.

Palisade Asset Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Palisade Asset Management held 40,749 shares of Coca-Cola worth $3.31M as of Q2 2026.
  • Palisade Asset Management sold 183 Coca-Cola shares in Q2 2026, an estimated $14.5K.
  • Coca-Cola made up 0.31% of Palisade Asset Management's portfolio in Q2 2026, its #73 holding.
  • Palisade Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.