Rothwell Investment Advisors, LLC’s Coca-Cola KO Stock Holding History

Rothwell Investment Advisors, 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	$33.3K	Buy	+387	New	+$33.6K	0.02%	509

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Coca-Cola (KO) in Q3 2026: 387 shares worth $33.3K. The stake represents 0.02% of the portfolio and ranks #509 among its holdings.

2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Rothwell Investment Advisors, LLC held 387 shares of Coca-Cola worth $33.3K as of Q3 2026.
Coca-Cola was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Coca-Cola made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #509 holding.
2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.