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

Secure 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	$3.23M	Buy	39,801 +1,905	+5%	+$150K	0.46%	59
2026 Q1	$2.88M	Sell	37,896 -2,629	-6%	-$199K	0.46%	62
2025 Q4	$2.83M	Buy	40,525 +1,018	+3%	+$71K	0.45%	58
2025 Q3	$2.64M	Buy	39,507 +10,449	+36%	+$719K	0.44%	66
2025 Q2	$2.06M	Sell	29,058 -9,988	-26%	-$711K	0.38%	73
2025 Q1	$2.8M	Buy	39,046 +4,178	+12%	+$279K	0.56%	47
2024 Q4	$2.17M	Buy	34,868 +5,343	+18%	+$349K	0.33%	73
2024 Q3	$2.12M	Buy	29,525 +2,928	+11%	+$201K	0.36%	59
2024 Q2	$1.69M	Sell	26,597 -751	-3%	-$46.5K	0.32%	70
2024 Q1	$1.67M	Sell	27,348 -966	-3%	-$58K	0.39%	55
2023 Q4	$1.67M	Buy	28,314 +141	+0.5%	+$8.01K	0.45%	51
2023 Q3	$1.58M	Sell	28,173 -8,035	-22%	-$482K	0.47%	48
2023 Q2	$2.18M	Buy	36,208 +1,508	+4%	+$93.8K	0.66%	36
2023 Q1	$2.15M	Buy	34,700 +2,289	+7%	+$139K	0.72%	29
2022 Q4	$2.06M	Buy	32,411 +16,882	+109%	+$1.02M	0.74%	29
2022 Q3	$870K	Buy	15,529 +2,311	+17%	+$144K	0.49%	36
2022 Q2	$832K	Buy	13,218 +3,981	+43%	+$252K	0.46%	39
2022 Q1	$573K	Buy	9,237 +421	+5%	+$25.6K	0.26%	79
2021 Q4	$522K	Buy	8,816 +190	+2%	+$10.6K	0.21%	85
2021 Q3	$453K	Sell	8,626 -121	-1%	-$6.75K	0.22%	79
2021 Q2	$473K	Buy	8,747 +23	+0.3%	+$1.25K	0.24%	83
2021 Q1	$460K	Sell	8,724 -358	-4%	-$18K	0.26%	85
2020 Q4	$498K	Buy	9,082 +319	+4%	+$16.5K	0.29%	69
2020 Q3	$433K	Sell	8,763 -2,503	-22%	-$120K	0.3%	77
2020 Q2	$503K	Buy	+11,266	New	+$519K	0.35%	78
2020 Q1	–	Sell	-5,181	Closed	-$287K	–	135
2019 Q4	$287K	Buy	+5,181	New	+$279K	0.2%	116

Other funds holding KO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return