AlphaCore Capital
KO icon

AlphaCore Capital’s Coca-Cola KO Stock Holding History

AlphaCore Capital’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 		$5.36M Buy
61,871
+20,867
+51% +$1.81M 0.09% 195
2026
Q2 		$3.35M Buy
41,004
+16,908
+70% +$1.34M 0.06% 234
2026
Q1 		$1.84M Sell
24,096
-1,541
-6% -$116K 0.04% 264
2025
Q4 		$1.79M Buy
25,637
+5,475
+27% +$382K 0.04% 292
2025
Q3 		$1.35M Buy
20,162
+7,155
+55% +$492K 0.05% 245
2025
Q2 		$927K Buy
13,007
+1,396
+12% +$99.4K 0.04% 270
2025
Q1 		$837K Buy
+11,611
New +$775K 0.07% 190

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

AlphaCore Capital's KO Position: Q3 2026 in Review

AlphaCore Capital increased its Coca-Cola (KO) stake by 51% in Q3 2026, buying an estimated $1.81M and bringing the position to 61,871 shares worth $5.36M. The position accounts for 0.09% of the portfolio, ranked #195.

AlphaCore Capital first reported a position in KO in Q1 2025 and has held it in 7 quarters since. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • AlphaCore Capital held 61,871 shares of Coca-Cola worth $5.36M as of Q3 2026.
  • AlphaCore Capital bought 20,867 Coca-Cola shares in Q3 2026, an estimated $1.81M.
  • Coca-Cola made up 0.09% of AlphaCore Capital's portfolio in Q3 2026, its #195 holding.
  • AlphaCore Capital first reported a position in Coca-Cola in Q1 2025 and has held it in 7 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.