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Seamount Financial Group’s Coca-Cola KO Stock Holding History

Seamount Financial Group’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 		$1.28M Hold
15,800
– – 0.52% 44
2026
Q1 		$1.2M Buy
15,800
+110
+0.7% +$8.32K 0.54% 44
2025
Q4 		$1.1M Buy
15,690
+34
+0.2% +$2.37K 0.5% 45
2025
Q3 		$1.04M Buy
15,656
+113
+0.7% +$7.78K 0.49% 47
2025
Q2 		$1.1M Buy
15,543
+3,300
+27% +$235K 0.57% 45
2025
Q1 		$877K Sell
12,243
-60
-0.5% -$4.01K 0.6% 43
2024
Q4 		$766K Sell
12,303
-576
-4% -$37.6K 0.53% 48
2024
Q3 		$925K Buy
12,879
+250
+2% +$17.1K 0.7% 38
2024
Q2 		$804K Sell
12,629
-250
-2% -$15.5K 0.66% 42
2024
Q1 		$788K Sell
12,879
-129
-1% -$7.75K 0.69% 38
2023
Q4 		$767K Buy
+13,008
New +$739K 0.73% 36

Other funds holding KO

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
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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Seamount Financial Group's KO Position: Q2 2026 in Review

Seamount Financial Group held its Coca-Cola (KO) position steady in Q2 2026 at 15,800 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #44.

Seamount Financial Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Seamount Financial Group held 15,800 shares of Coca-Cola worth $1.28M as of Q2 2026.
  • Seamount Financial Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.52% of Seamount Financial Group's portfolio in Q2 2026, its #44 holding.
  • Seamount Financial Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.