4Wealth Advisors
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4Wealth Advisors’s Coca-Cola KO Stock Holding History

4Wealth Advisors’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 		$257K Buy
2,955
+7
+0.2% +$607 0.18% 110
2026
Q2 		$244K Buy
2,948
+17
+0.6% +$1.34K 0.19% 131
2026
Q1 		$224K Sell
2,931
-17
-0.6% -$1.28K 0.19% 128
2025
Q4 		$206K Buy
+2,948
New +$206K 0.18% 138
2025
Q3 		– Sell
-2,880
Closed -$204K – 140
2025
Q2 		$204K Buy
2,880
+4
+0.1% +$285 0.21% 124
2025
Q1 		$206K Sell
2,876
-1,452
-34% -$97K 0.22% 119
2024
Q4 		$269K Buy
+4,328
New +$283K 0.27% 122

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

4Wealth Advisors's KO Position: Q3 2026 in Review

4Wealth Advisors increased its Coca-Cola (KO) stake by 0.24% in Q3 2026, buying an estimated $607 and bringing the position to 2,955 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #110.

4Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q4 2024. 2,443 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • 4Wealth Advisors held 2,955 shares of Coca-Cola worth $257K as of Q3 2026.
  • 4Wealth Advisors bought 7 Coca-Cola shares in Q3 2026, an estimated $607.
  • Coca-Cola made up 0.18% of 4Wealth Advisors's portfolio in Q3 2026, its #110 holding.
  • 4Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Coca-Cola position peaked at $269K in Q4 2024.
  • 2,443 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.