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United Asset Strategies’s Coca-Cola KO Stock Holding History

United Asset Strategies’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 		$1.8M Buy
22,186
+517
+2% +$40.8K 0.13% 108
2026
Q1 		$1.65M Buy
21,669
+199
+0.9% +$15K 0.13% 106
2025
Q4 		$1.5M Buy
21,470
+848
+4% +$59.1K 0.12% 120
2025
Q3 		$1.37M Buy
20,622
+39
+0.2% +$2.68K 0.11% 122
2025
Q2 		$1.46M Sell
20,583
-1,665
-7% -$119K 0.12% 119
2025
Q1 		$1.59M Sell
22,248
-18,618
-46% -$1.24M 0.15% 117
2024
Q4 		$2.54M Buy
40,866
+2,863
+8% +$187K 0.23% 82
2024
Q3 		$2.73M Buy
38,003
+1,314
+4% +$90K 0.25% 78
2024
Q2 		$2.34M Buy
36,689
+302
+0.8% +$18.7K 0.23% 82
2024
Q1 		$2.23M Buy
36,387
+2,690
+8% +$162K 0.22% 86
2023
Q4 		$1.99M Buy
33,697
+1,475
+5% +$83.8K 0.22% 87
2023
Q3 		$1.8M Buy
32,222
+1,478
+5% +$88.6K 0.23% 92
2023
Q2 		$1.85M Sell
30,744
-1,160
-4% -$72.2K 0.23% 93
2023
Q1 		$1.98M Sell
31,904
-147,771
-82% -$8.95M 0.26% 82
2022
Q4 		$11.4M Buy
179,675
+2,352
+1% +$142K 1.59% 18
2022
Q3 		$9.93M Sell
177,323
-9,803
-5% -$609K 1.53% 17
2022
Q2 		$11.8M Sell
187,126
-10,457
-5% -$663K 1.72% 15
2022
Q1 		$12.3M Buy
197,583
+4,256
+2% +$259K 1.56% 18
2021
Q4 		$11.4M Buy
193,327
+3,046
+2% +$170K 1.36% 25
2021
Q3 		$9.98M Buy
190,281
+4,086
+2% +$228K 1.29% 30
2021
Q2 		$10.1M Buy
186,195
+5,196
+3% +$283K 1.34% 28
2021
Q1 		$9.54M Buy
180,999
+7,135
+4% +$359K 1.38% 28
2020
Q4 		$9.54M Buy
173,864
+26,311
+18% +$1.36M 1.5% 20
2020
Q3 		$7.29M Buy
147,553
+5,215
+4% +$251K 1.34% 26
2020
Q2 		$6.36M Buy
142,338
+104,921
+280% +$4.83M 1.25% 29
2020
Q1 		$1.66M Sell
37,417
-1,111
-3% -$60K 0.41% 64
2019
Q4 		$2.13M Buy
38,528
+526
+1% +$28.3K 0.41% 69
2019
Q3 		$2.07M Buy
38,002
+1,879
+5% +$101K 0.45% 67
2019
Q2 		$1.84M Buy
36,123
+2,167
+6% +$106K 0.42% 70
2019
Q1 		$1.59M Buy
33,956
+8,260
+32% +$386K 0.37% 73
2018
Q4 		$1.22M Buy
25,696
+583
+2% +$27.9K 0.33% 77
2018
Q3 		$1.16M Buy
25,113
+62
+0.2% +$2.83K 0.27% 88
2018
Q2 		$1.1M Sell
25,051
-427
-2% -$18.4K 0.29% 84
2018
Q1 		$1.11M Buy
25,478
+4,887
+24% +$220K 0.33% 78
2017
Q4 		$945K Sell
20,591
-1,826
-8% -$83.9K 0.25% 88
2017
Q3 		$1.01M Buy
22,417
+99
+0.4% +$4.5K 0.57% 46
2017
Q2 		$1M Sell
22,318
-172
-0.8% -$7.6K 0.3% 81
2017
Q1 		$954K Sell
22,490
-8,292
-27% -$346K 0.29% 80
2016
Q4 		$1.28M Sell
30,782
-2,418
-7% -$101K 0.42% 65
2016
Q3 		$1.39M Buy
33,200
+1,597
+5% +$70K 0.48% 57
2016
Q2 		$1.43M Buy
31,603
+3,640
+13% +$164K 0.54% 53
2016
Q1 		$1.3M Sell
27,963
-69
-0.2% -$3K 0.58% 51
2015
Q4 		$1.2M Sell
28,032
-1,815
-6% -$77K 0.52% 53
2015
Q3 		$1.2M Buy
29,847
+192
+0.6% +$7.69K 0.55% 49
2015
Q2 		$1.16M Buy
29,655
+2,655
+10% +$108K 0.52% 58
2015
Q1 		$1.09M Sell
27,000
-2,707
-9% -$113K 0.51% 60
2014
Q4 		$1.25M Buy
29,707
+2,374
+9% +$101K 0.54% 58
2014
Q3 		$1.17M Sell
27,333
-104,850
-79% -$4.33M 0.52% 61
2014
Q2 		$5.6M Buy
132,183
+883
+0.7% +$35.8K 2.71% 5
2014
Q1 		$5.08M Buy
131,300
+15,951
+14% +$616K 2.88% 6
2013
Q4 		$4.76M Buy
115,349
+6,158
+6% +$243K 3.27% 6
2013
Q3 		$4.14M Buy
109,191
+6,544
+6% +$259K 2.62% 8
2013
Q2 		$4.12M Buy
+102,647
New +$4.25M 2.72% 5

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

United Asset Strategies's KO Position: Q2 2026 in Review

United Asset Strategies increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $40.8K and bringing the position to 22,186 shares worth $1.8M. The position accounts for 0.13% of the portfolio, ranked #108.

United Asset Strategies first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q1 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • United Asset Strategies held 22,186 shares of Coca-Cola worth $1.8M as of Q2 2026.
  • United Asset Strategies bought 517 Coca-Cola shares in Q2 2026, an estimated $40.8K.
  • Coca-Cola made up 0.13% of United Asset Strategies's portfolio in Q2 2026, its #108 holding.
  • United Asset Strategies first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • United Asset Strategies's Coca-Cola position peaked at $12.3M in Q1 2022.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.