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

Walker 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	$465K	Buy	5,727 +17	+0.3%	+$1.34K	0.23%	80
2026 Q1	$434K	Hold	5,710	–	–	0.23%	82
2025 Q4	$399K	Buy	5,710 +35	+0.6%	+$2.44K	0.21%	86
2025 Q3	$376K	Buy	5,675 +17	+0.3%	+$1.17K	0.21%	85
2025 Q2	$400K	Buy	5,658 +16	+0.3%	+$1.14K	0.23%	75
2025 Q1	$404K	Hold	5,642	–	–	0.25%	70
2024 Q4	$351K	Buy	5,642 +33	+0.6%	+$2.15K	0.22%	78
2024 Q3	$403K	Buy	5,609 +17	+0.3%	+$1.16K	0.25%	73
2024 Q2	$356K	Buy	5,592 +19	+0.3%	+$1.18K	0.24%	78
2024 Q1	$341K	Hold	5,573	–	–	0.23%	86
2023 Q4	$328K	Buy	5,573 +1,959	+54%	+$111K	0.24%	78
2023 Q3	$202K	Buy	3,614 +3	+0.1%	+$180	0.18%	86
2023 Q2	$217K	Buy	3,611 +2	+0.1%	+$124	0.18%	85
2023 Q1	$224K	Hold	3,609	–	–	0.19%	82
2022 Q4	$230K	Buy	3,609 +4	+0.1%	+$241	0.2%	75
2022 Q3	$202K	Buy	3,605 +2	+0.1%	+$124	0.18%	80
2022 Q2	$227K	Buy	3,603 +2	+0.1%	+$127	0.2%	78
2022 Q1	$223K	Hold	3,601	–	–	0.18%	86
2021 Q4	$213K	Buy	+3,601	New	+$201K	0.19%	79

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

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

Walker Asset Management increased its Coca-Cola (KO) stake by 0.3% in Q2 2026, buying an estimated $1.34K and bringing the position to 5,727 shares worth $465K. The position accounts for 0.23% of the portfolio, ranked #80.

Walker Asset Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Walker Asset Management held 5,727 shares of Coca-Cola worth $465K as of Q2 2026.
Walker Asset Management bought 17 Coca-Cola shares in Q2 2026, an estimated $1.34K.
Coca-Cola made up 0.23% of Walker Asset Management's portfolio in Q2 2026, its #80 holding.
Walker Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.