3 Factor Indexing’s Coca-Cola KO Stock Holding History

3 Factor Indexing’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	$33.2K	Hold	409	–	–	0.03%	101
2026 Q1	$31.1K	Buy	+409	New	+$30.9K	0.03%	103

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

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

Norges Bank Oslo, Norway $1T AUM

3 Factor Indexing's KO Position: Q2 2026 in Review

3 Factor Indexing held its Coca-Cola (KO) position steady in Q2 2026 at 409 shares worth $33.2K. The position accounts for 0.03% of the portfolio, ranked #101.

3 Factor Indexing first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

3 Factor Indexing held 409 shares of Coca-Cola worth $33.2K as of Q2 2026.
3 Factor Indexing left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of 3 Factor Indexing's portfolio in Q2 2026, its #101 holding.
3 Factor Indexing first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.