Secure 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
2024
Q4
Sell
-500
Closed -$35.9K 335
2024
Q3
$35.9K Buy
+500
New +$34.2K 0.01% 304

Other funds holding KO

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

Secure Asset Management increased its Coca-Cola (KO) stake by 5% in Q2 2026, buying an estimated $150K and bringing the position to 39,801 shares worth $3.23M. The position accounts for 0.45% of the portfolio, ranked #59.

Secure Asset Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Secure Asset Management held 39,801 shares of Coca-Cola worth $3.23M as of Q2 2026.
  • Secure Asset Management bought 1,905 Coca-Cola shares in Q2 2026, an estimated $150K.
  • Coca-Cola made up 0.45% of Secure Asset Management's portfolio in Q2 2026, its #59 holding.
  • Secure Asset Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.