Advocate Group’s Coca-Cola KO Stock Holding History

Advocate 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	$673K	Sell	7,819 -4,205	-35%	-$365K	0.1%	90
2026 Q2	$977K	Sell	12,024 -441	-4%	-$34.8K	0.15%	85
2026 Q1	$948K	Sell	12,465 -69	-0.6%	-$5.22K	0.15%	85
2025 Q4	$876K	Hold	12,534	–	–	0.14%	85
2025 Q3	$831K	Sell	12,534 -536	-4%	-$36.9K	0.14%	83
2025 Q2	$925K	Hold	13,070	–	–	0.17%	80
2025 Q1	$936K	Sell	13,070 -39	-0.3%	-$2.6K	0.17%	79
2024 Q4	$816K	Hold	13,109	–	–	0.15%	80
2024 Q3	$942K	Sell	13,109 -105	-0.8%	-$7.19K	0.17%	81
2024 Q2	$841K	Sell	13,214 -179	-1%	-$11.1K	0.17%	84
2024 Q1	$819K	Sell	13,393 -474	-3%	-$28.5K	0.16%	85
2023 Q4	$817K	Sell	13,867 -278	-2%	-$15.8K	0.18%	83
2023 Q3	$792K	Sell	14,145 -1,064	-7%	-$63.8K	0.18%	81
2023 Q2	$916K	Sell	15,209 -1,166	-7%	-$72.5K	0.2%	81
2023 Q1	$1.02M	Sell	16,375 -3,044	-16%	-$184K	0.22%	77
2022 Q4	$1.24M	Sell	19,419 -3,885	-17%	-$235K	0.27%	71
2022 Q3	$1.31M	Sell	23,304 -2,022	-8%	-$126K	0.32%	66
2022 Q2	$1.59M	Buy	+25,326	New	+$1.61M	0.37%	64

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Advocate Group's KO Position: Q3 2026 in Review

Advocate Group reduced its Coca-Cola (KO) stake by 35% in Q3 2026, selling an estimated $365K and leaving 7,819 shares worth $673K. The position accounts for 0.1% of the portfolio, ranked #90.

Advocate Group first reported a position in KO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.59M in Q2 2022. 1,803 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Advocate Group held 7,819 shares of Coca-Cola worth $673K as of Q3 2026.
Advocate Group sold 4,205 Coca-Cola shares in Q3 2026, an estimated $365K.
Coca-Cola made up 0.1% of Advocate Group's portfolio in Q3 2026, its #90 holding.
Advocate Group first reported a position in Coca-Cola in Q2 2022 and has held it in 18 quarters since.
Advocate Group's Coca-Cola position peaked at $1.59M in Q2 2022.
1,803 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.