Successful Portfolios’s Coca-Cola KO Stock Holding History

Successful Portfolios’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	$1.09M	Sell	13,080 -78	-0.6%	-$6.16K	0.51%	44
2026 Q1	$1M	Sell	13,158 -3,782	-22%	-$286K	0.55%	48
2025 Q4	$1.19M	Buy	16,940 +27	+0.2%	+$1.88K	0.61%	43
2025 Q3	$1.12M	Sell	16,913 -112	-0.7%	-$7.71K	0.65%	39
2025 Q2	$1.2M	Buy	17,025 +1	+0%	+$71	0.74%	32
2025 Q1	$1.22M	Hold	17,024	–	–	0.83%	31
2024 Q4	$1.06M	Buy	17,024 +2	+0%	+$131	0.71%	33
2024 Q3	$1.22M	Buy	17,022 +46	+0.3%	+$3.15K	0.83%	33
2024 Q2	$1.08M	Sell	16,976 -1,331	-7%	-$82.4K	0.75%	35
2024 Q1	$1.12M	Sell	18,307 -215	-1%	-$12.9K	0.76%	34
2023 Q4	$1.09M	Buy	18,522 +110	+0.6%	+$6.25K	0.82%	33
2023 Q3	$1.03M	Buy	18,412 +61	+0.3%	+$3.66K	0.91%	30
2023 Q2	$1.11M	Sell	18,351 -2,119	-10%	-$132K	0.95%	26
2023 Q1	$1.27M	Buy	20,470 +187	+0.9%	+$11.3K	0.8%	29
2022 Q4	$1.29M	Sell	20,283 -166	-0.8%	-$10K	0.84%	26
2022 Q3	$1.15M	Buy	20,449 +5	+0%	+$311	0.83%	28
2022 Q2	$1.29M	Sell	20,444 -1	-0%	-$63	0.87%	26
2022 Q1	$1.27M	Buy	20,445 +2,155	+12%	+$131K	0.72%	33
2021 Q4	$1.08M	Sell	18,290 -15	-0.1%	-$835	0.59%	42
2021 Q3	$960K	Sell	18,305 -75	-0.4%	-$4.18K	0.57%	44
2021 Q2	$995K	Hold	18,380	–	–	0.6%	42
2021 Q1	$969K	Buy	18,380 +185	+1%	+$9.31K	0.64%	42
2020 Q4	$998K	Buy	18,195 +215	+1%	+$11.1K	0.72%	37
2020 Q3	$888K	Buy	17,980 +181	+1%	+$8.71K	0.71%	38
2020 Q2	$795K	Buy	17,799 +216	+1%	+$9.95K	0.7%	38
2020 Q1	$778K	Sell	17,583 -33	-0.2%	-$1.78K	0.79%	34
2019 Q4	$975K	Hold	17,616	–	–	0.87%	30
2019 Q3	$959K	Buy	17,616 +172	+1%	+$9.21K	0.9%	30
2019 Q2	$888K	Sell	17,444 -110	-0.6%	-$5.39K	0.95%	28
2019 Q1	$823K	Sell	17,554 -143	-0.8%	-$6.69K	0.9%	33
2018 Q4	$838K	Sell	17,697 -92	-0.5%	-$4.4K	1.07%	26
2018 Q3	$822K	Sell	17,789 -139	-0.8%	-$6.35K	0.9%	32
2018 Q2	$786K	Sell	17,928 -154	-0.9%	-$6.65K	0.92%	34
2018 Q1	$785K	Sell	18,082 -222	-1%	-$9.97K	0.95%	33
2017 Q4	$840K	Buy	+18,304	New	+$841K	1.04%	25

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Successful Portfolios's KO Position: Q2 2026 in Review

Successful Portfolios reduced its Coca-Cola (KO) stake by 0.59% in Q2 2026, selling an estimated $6.16K and leaving 13,080 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #44.

Successful Portfolios first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.29M in Q4 2022. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Successful Portfolios held 13,080 shares of Coca-Cola worth $1.09M as of Q2 2026.
Successful Portfolios sold 78 Coca-Cola shares in Q2 2026, an estimated $6.16K.
Coca-Cola made up 0.51% of Successful Portfolios's portfolio in Q2 2026, its #44 holding.
Successful Portfolios first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's Coca-Cola position peaked at $1.29M in Q4 2022.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.