ACT Advisors
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ACT Advisors’s Coca-Cola KO Stock Holding History

ACT 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 		$1.11M Buy
12,900
+167
+1% +$14.5K 0.36% 24
2026
Q2 		$1.03M Sell
12,733
-832
-6% -$65.7K 0.34% 26
2026
Q1 		$1.03M Sell
13,565
-19
-0.1% -$1.44K 0.44% 24
2025
Q4 		$950K Buy
13,584
+41
+0.3% +$2.86K 0.37% 27
2025
Q3 		$898K Sell
13,543
-487
-3% -$33.5K 0.36% 29
2025
Q2 		$993K Buy
14,030
+771
+6% +$54.9K 0.46% 24
2025
Q1 		$950K Hold
13,259
– – 0.52% 23
2024
Q4 		$825K Sell
13,259
-63
-0.5% -$4.11K 0.44% 23
2024
Q3 		$957K Buy
13,322
+38
+0.3% +$2.6K 0.45% 23
2024
Q2 		$846K Buy
13,284
+365
+3% +$22.6K 0.44% 21
2024
Q1 		$790K Sell
12,919
-689
-5% -$41.4K 0.43% 21
2023
Q4 		$802K Buy
13,608
+394
+3% +$22.4K 0.46% 20
2023
Q3 		$740K Sell
13,214
-442
-3% -$26.5K 0.46% 20
2023
Q2 		$822K Sell
13,656
-1,013
-7% -$63K 0.54% 15
2023
Q1 		$910K Sell
14,669
-96
-0.7% -$5.81K 0.59% 16
2022
Q4 		$939K Buy
14,765
+279
+2% +$16.8K 0.6% 16
2022
Q3 		$812K Buy
14,486
+15
+0.1% +$932 0.57% 14
2022
Q2 		$910K Sell
14,471
-614
-4% -$38.9K 0.67% 12
2022
Q1 		$935K Sell
15,085
-442
-3% -$26.9K 0.6% 12
2021
Q4 		$919K Buy
15,527
+190
+1% +$10.6K 0.67% 13
2021
Q3 		$805K Hold
15,337
– – 0.62% 17
2021
Q2 		$826K Hold
15,337
– – 0.63% 17
2021
Q1 		$822K Hold
15,337
– – 0.65% 16
2020
Q4 		$841K Buy
+15,337
New +$793K 0.76% 15

Other funds holding KO

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
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
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ACT Advisors's KO Position: Q3 2026 in Review

ACT Advisors increased its Coca-Cola (KO) stake by 1.3% in Q3 2026, buying an estimated $14.5K and bringing the position to 12,900 shares worth $1.11M. The position accounts for 0.36% of the portfolio, ranked #24.

ACT Advisors first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 2,173 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • ACT Advisors held 12,900 shares of Coca-Cola worth $1.11M as of Q3 2026.
  • ACT Advisors bought 167 Coca-Cola shares in Q3 2026, an estimated $14.5K.
  • Coca-Cola made up 0.36% of ACT Advisors's portfolio in Q3 2026, its #24 holding.
  • ACT Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 2,173 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.