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Stablepoint Partners’s Coca-Cola KO Stock Holding History

Stablepoint Partners’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 		$9.9M Buy
121,836
+329
+0.3% +$26K 1.37% 11
2026
Q1 		$9.24M Buy
121,507
+4,834
+4% +$365K 1.37% 12
2025
Q4 		$8.16M Buy
116,673
+1,693
+1% +$118K 1.27% 15
2025
Q3 		$7.63M Sell
114,980
-2,269
-2% -$156K 1.21% 15
2025
Q2 		$8.3M Buy
117,249
+1,367
+1% +$97.4K 1.41% 12
2025
Q1 		$8.3M Buy
115,882
+8,049
+7% +$538K 1.5% 10
2024
Q4 		$6.71M Buy
107,833
+1,804
+2% +$118K 1.23% 16
2024
Q3 		$7.62M Buy
106,029
+576
+0.5% +$39.4K 1.39% 11
2024
Q2 		$7.05M Buy
105,453
+3,425
+3% +$212K 1.37% 11
2024
Q1 		$6.24M Buy
102,028
+12,460
+14% +$748K 1.27% 14
2023
Q4 		$5.28M Buy
+89,568
New +$5.09M 1.35% 13

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

Stablepoint Partners's KO Position: Q2 2026 in Review

Stablepoint Partners increased its Coca-Cola (KO) stake by 0.27% in Q2 2026, buying an estimated $26K and bringing the position to 121,836 shares worth $9.9M. The position accounts for 1.37% of the portfolio, ranked #11.

Stablepoint Partners first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stablepoint Partners held 121,836 shares of Coca-Cola worth $9.9M as of Q2 2026.
  • Stablepoint Partners bought 329 Coca-Cola shares in Q2 2026, an estimated $26K.
  • Coca-Cola made up 1.37% of Stablepoint Partners's portfolio in Q2 2026, its #11 holding.
  • Stablepoint Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.