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

Smartleaf 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	$5.84M	Hold	70,681	–	–	0.19%	94
2026 Q1	$5.39M	Buy	70,681 +5,456	+8%	+$412K	0.19%	92
2025 Q4	$4.57M	Buy	65,225 +10,918	+20%	+$761K	0.17%	105
2025 Q3	$3.59M	Buy	54,307 +14,076	+35%	+$969K	0.22%	93
2025 Q2	$2.83M	Sell	40,231 -2,258	-5%	-$161K	0.25%	80
2025 Q1	$2.99M	Buy	42,489 +4,078	+11%	+$272K	0.29%	70
2024 Q4	$2.38M	Buy	38,411 +5,482	+17%	+$358K	0.24%	89
2024 Q3	$2.36M	Buy	32,929 +8,235	+33%	+$564K	0.29%	81
2024 Q2	$1.58M	Buy	24,694 +6,341	+35%	+$393K	0.26%	85
2024 Q1	$1.12M	Buy	18,353 +4,642	+34%	+$279K	0.22%	111
2023 Q4	$783K	Buy	+13,711	New	+$779K	0.21%	109

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Smartleaf Asset Management held its Coca-Cola (KO) position steady in Q2 2026 at 70,681 shares worth $5.84M. The position accounts for 0.19% of the portfolio, ranked #94.

Smartleaf Asset Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Smartleaf Asset Management held 70,681 shares of Coca-Cola worth $5.84M as of Q2 2026.
Smartleaf Asset Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.19% of Smartleaf Asset Management's portfolio in Q2 2026, its #94 holding.
Smartleaf Asset Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.