SWM
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Shelton Wealth Management’s Coca-Cola KO Stock Holding History

Shelton Wealth 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 		$1.39M Buy
17,100
+1,178
+7% +$93K 0.55% 63
2026
Q1 		$1.21M Buy
+15,922
New +$1.2M 0.53% 62

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

Shelton Wealth Management's KO Position: Q2 2026 in Review

Shelton Wealth Management increased its Coca-Cola (KO) stake by 7.4% in Q2 2026, buying an estimated $93K and bringing the position to 17,100 shares worth $1.39M. The position accounts for 0.55% of the portfolio, ranked #63.

Shelton Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Shelton Wealth Management held 17,100 shares of Coca-Cola worth $1.39M as of Q2 2026.
  • Shelton Wealth Management bought 1,178 Coca-Cola shares in Q2 2026, an estimated $93K.
  • Coca-Cola made up 0.55% of Shelton Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Shelton Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.