Alta Advisers’s Coca-Cola KO Stock Holding History

Alta Advisers’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	$2.38M	Buy	27,610 +12,900	+88%	+$1.12M	0.35%	38
2026 Q2	$1.2M	Hold	14,710	–	–	0.27%	42
2026 Q1	$1.12M	Hold	14,710	–	–	0.4%	36
2025 Q4	$1.03M	Sell	14,710 -4,600	-24%	-$321K	0.37%	38
2025 Q3	$1.28M	Buy	19,310 +450	+2%	+$31K	0.39%	37
2025 Q2	$1.33M	Hold	18,860	–	–	0.47%	36
2025 Q1	$1.35M	Buy	18,860 +6,200	+49%	+$414K	0.58%	29
2024 Q4	$788K	Buy	12,660 +2,025	+19%	+$132K	0.5%	32
2024 Q3	$764K	Buy	10,635 +535	+5%	+$36.6K	0.35%	28
2024 Q2	$643K	Buy	10,100 +300	+3%	+$18.6K	0.31%	33
2024 Q1	$600K	Hold	9,800	–	–	0.3%	36
2023 Q4	$578K	Hold	9,800	–	–	0.31%	34
2023 Q3	$549K	Hold	9,800	–	–	0.32%	31
2023 Q2	$590K	Hold	9,800	–	–	0.33%	29
2023 Q1	$608K	Hold	9,800	–	–	0.36%	27
2022 Q4	$623K	Hold	9,800	–	–	0.37%	28
2022 Q3	$549K	Buy	+9,800	New	+$609K	0.35%	29
2013 Q4	–	Sell	-675	Closed	-$26K	–	64
2013 Q3	$26K	Sell	675 -388	-37%	-$15.3K	0.01%	66
2013 Q2	$43K	Buy	+1,063	New	+$44K	0.02%	69

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Alta Advisers's KO Position: Q3 2026 in Review

Alta Advisers increased its Coca-Cola (KO) stake by 88% in Q3 2026, buying an estimated $1.12M and bringing the position to 27,610 shares worth $2.38M. The position accounts for 0.35% of the portfolio, ranked #38.

Alta Advisers first reported a position in KO in Q2 2013 and has held it in 19 quarters since. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Alta Advisers held 27,610 shares of Coca-Cola worth $2.38M as of Q3 2026.
Alta Advisers bought 12,900 Coca-Cola shares in Q3 2026, an estimated $1.12M.
Coca-Cola made up 0.35% of Alta Advisers's portfolio in Q3 2026, its #38 holding.
Alta Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 19 quarters since.
2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.