Affinity Capital Advisors
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Affinity Capital Advisors’s Coca-Cola KO Stock Holding History

Affinity Capital 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 		$314K Buy
3,564
+977
+38% +$84.7K 0.04% 155
2026
Q2 		$215K Buy
+2,587
New +$204K 0.03% 193
2025
Q3 		– Sell
-4,603
Closed -$326K – 162
2025
Q2 		$326K Sell
4,603
-3,624
-44% -$258K 0.06% 120
2025
Q1 		$588K Sell
8,227
-182
-2% -$12.2K 0.12% 83
2024
Q4 		$512K Hold
8,409
– – 0.1% 91
2024
Q3 		$604K Sell
8,409
-5
-0.1% -$342 0.12% 91
2024
Q2 		$536K Sell
8,414
-21
-0.2% -$1.3K 0.11% 90
2024
Q1 		$516K Buy
8,435
+75
+0.9% +$4.5K 0.12% 89
2023
Q4 		$493K Sell
8,360
-200
-2% -$11.4K 0.12% 88
2023
Q3 		$479K Sell
8,560
-2
-0% -$120 0.13% 84
2023
Q2 		$516K Sell
8,562
-552
-6% -$34.3K 0.14% 75
2023
Q1 		$565K Sell
9,114
-458
-5% -$27.7K 0.18% 69
2022
Q4 		$609K Buy
9,572
+5
+0.1% +$302 0.21% 57
2022
Q3 		$536K Buy
9,567
+1,838
+24% +$114K 0.19% 62
2022
Q2 		$486K Hold
7,729
– – 0.17% 67
2022
Q1 		$479K Sell
7,729
-738
-9% -$44.9K 0.15% 67
2021
Q4 		$501K Buy
8,467
+314
+4% +$17.5K 0.15% 70
2021
Q3 		$428K Sell
8,153
-548
-6% -$30.5K 0.14% 75
2021
Q2 		$471K Buy
8,701
+100
+1% +$5.44K 0.16% 74
2021
Q1 		$453K Buy
8,601
+179
+2% +$9.01K 0.17% 73
2020
Q4 		$462K Buy
8,422
+100
+1% +$5.17K 0.19% 66
2020
Q3 		$411K Buy
8,322
+450
+6% +$21.6K 0.23% 62
2020
Q2 		$352K Sell
7,872
-231
-3% -$10.6K 0.23% 66
2020
Q1 		$389K Sell
8,103
-25
-0.3% -$1.35K 0.28% 59
2019
Q4 		$450K Buy
+8,128
New +$437K 0.3% 53

Other funds holding KO

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Affinity Capital Advisors's KO Position: Q3 2026 in Review

Affinity Capital Advisors increased its Coca-Cola (KO) stake by 38% in Q3 2026, buying an estimated $84.7K and bringing the position to 3,564 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #155.

Affinity Capital Advisors first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $609K in Q4 2022. 1,439 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Affinity Capital Advisors held 3,564 shares of Coca-Cola worth $314K as of Q3 2026.
  • Affinity Capital Advisors bought 977 Coca-Cola shares in Q3 2026, an estimated $84.7K.
  • Coca-Cola made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #155 holding.
  • Affinity Capital Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • Affinity Capital Advisors's Coca-Cola position peaked at $609K in Q4 2022.
  • 1,439 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.