SHFL
KO icon

Seven Hills Financial, LLC’s Coca-Cola KO Stock Holding History

Seven Hills Financial, LLC’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 		$13.8M Buy
+159,806
New +$13.9M 8.3% 2

Other funds holding KO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Seven Hills Financial, LLC's KO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Coca-Cola (KO) in Q3 2026: 159,806 shares worth $13.8M. The stake represents 8.3% of the portfolio and ranks #2 among its holdings.

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

  • Seven Hills Financial, LLC held 159,806 shares of Coca-Cola worth $13.8M as of Q3 2026.
  • Coca-Cola was a new Seven Hills Financial, LLC position in Q3 2026.
  • Coca-Cola made up 8.3% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #2 holding.
  • 321 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.