Shulman DeMeo Asset Management’s Coca-Cola KO Stock Holding History

Shulman DeMeo 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	$1.44M	Buy	17,699 +14	+0.1%	+$1.11K	0.27%	29
2026 Q1	$1.34M	Sell	17,685 -132	-0.7%	-$9.98K	0.29%	30
2025 Q4	$1.25M	Buy	17,817 +42	+0.2%	+$2.93K	0.28%	29
2025 Q3	$1.18M	Buy	17,775 +543	+3%	+$37.4K	0.27%	29
2025 Q2	$1.22M	Sell	17,232 -472	-3%	-$33.6K	0.3%	25
2025 Q1	$1.27M	Buy	17,704 +58	+0.3%	+$3.87K	0.36%	23
2024 Q4	$1.1M	Sell	17,646 -1,668	-9%	-$109K	0.3%	26
2024 Q3	$1.39M	Sell	19,314 -17	-0.1%	-$1.16K	0.34%	24
2024 Q2	$1.23M	Buy	19,331 +49	+0.3%	+$3.03K	0.32%	26
2024 Q1	$1.18M	Sell	19,282 -51	-0.3%	-$3.06K	0.31%	27
2023 Q4	$1.14M	Buy	19,333 +858	+5%	+$48.7K	0.32%	27
2023 Q3	$1.03M	Sell	18,475 -1,274	-6%	-$76.4K	0.35%	28
2023 Q2	$1.19M	Sell	19,749 -257	-1%	-$16K	0.36%	26
2023 Q1	$1.24M	Sell	20,006 -56	-0.3%	-$3.39K	0.39%	24
2022 Q4	$1.28M	Buy	20,062 +23	+0.1%	+$1.39K	0.42%	22
2022 Q3	$1.12M	Sell	20,039 -16	-0.1%	-$994	0.4%	27
2022 Q2	$1.26M	Buy	20,055 +101	+0.5%	+$6.4K	0.42%	26
2022 Q1	$1.24M	Buy	19,954 +747	+4%	+$45.4K	0.34%	33
2021 Q4	$1.14M	Buy	19,207 +153	+0.8%	+$8.52K	0.3%	35
2021 Q3	$1M	Buy	+19,054	New	+$1.06M	0.87%	21
2021 Q2	–	Sell	-17,139	Closed	-$903K	–	105
2021 Q1	$903K	Buy	+17,139	New	+$863K	0.25%	47

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Shulman DeMeo Asset Management's KO Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Coca-Cola (KO) stake by 0.08% in Q2 2026, buying an estimated $1.11K and bringing the position to 17,699 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #29.

Shulman DeMeo Asset Management first reported a position in KO in Q1 2021 and has held it in 21 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Shulman DeMeo Asset Management held 17,699 shares of Coca-Cola worth $1.44M as of Q2 2026.
Shulman DeMeo Asset Management bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
Coca-Cola made up 0.27% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #29 holding.
Shulman DeMeo Asset Management first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.