B.A. Schrock Wealth Management, Inc.’s Coca-Cola KO Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$883K	Buy	+10,256	New	+$890K	0.32%	70

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s KO Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Coca-Cola (KO) in Q3 2026: 10,256 shares worth $883K. The stake represents 0.32% of the portfolio and ranks #70 among its holdings.

552 funds tracked by Wall St. Rank hold KO as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 10,256 shares of Coca-Cola worth $883K as of Q3 2026.
Coca-Cola was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Coca-Cola made up 0.32% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #70 holding.
552 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.