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Advisory Solutions Group’s Coca-Cola KO Stock Holding History

Advisory Solutions Group’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 		$541K Buy
6,289
+2,379
+61% +$206K 0.11% 160
2026
Q2 		$318K Buy
+3,910
New +$309K 0.11% 148

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advisory Solutions Group's KO Position: Q3 2026 in Review

Advisory Solutions Group increased its Coca-Cola (KO) stake by 61% in Q3 2026, buying an estimated $206K and bringing the position to 6,289 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #160.

Advisory Solutions Group first reported a position in KO in Q2 2026 and has held it in 2 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Advisory Solutions Group held 6,289 shares of Coca-Cola worth $541K as of Q3 2026.
  • Advisory Solutions Group bought 2,379 Coca-Cola shares in Q3 2026, an estimated $206K.
  • Coca-Cola made up 0.11% of Advisory Solutions Group's portfolio in Q3 2026, its #160 holding.
  • Advisory Solutions Group first reported a position in Coca-Cola in Q2 2026 and has held it in 2 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.