Altus Wealth Group
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Altus Wealth Group’s Coca-Cola KO Stock Holding History

Altus Wealth 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 		$323K Sell
3,758
-5
-0.1% -$434 0.12% 101
2026
Q2 		$306K Buy
3,763
+158
+4% +$12.5K 0.11% 111
2026
Q1 		$274K Buy
3,605
+595
+20% +$45K 0.11% 112
2025
Q4 		$210K Buy
+3,010
New +$210K 0.08% 131
2025
Q3 		– Sell
-3,255
Closed -$230K – 146
2025
Q2 		$230K Buy
3,255
+11
+0.3% +$784 0.1% 118
2025
Q1 		$232K Sell
3,244
-58
-2% -$3.87K 0.11% 116
2024
Q4 		$206K Buy
3,302
+411
+14% +$26.8K 0.09% 137
2024
Q3 		$208K Buy
+2,891
New +$198K 0.09% 135
2023
Q2 		– Sell
-3,286
Closed -$204K – 138
2023
Q1 		$204K Buy
3,286
+100
+3% +$6.06K 0.14% 124
2022
Q4 		$203K Buy
+3,186
New +$192K 0.15% 129
2021
Q1 		– Sell
-2,242
Closed -$123K – 492
2020
Q4 		$123K Buy
+2,242
New +$116K 0.12% 123

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

Altus Wealth Group's KO Position: Q3 2026 in Review

Altus Wealth Group reduced its Coca-Cola (KO) stake by 0.13% in Q3 2026, selling an estimated $434 and leaving 3,758 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #101.

Altus Wealth Group first reported a position in KO in Q4 2020 and has held it in 11 quarters since. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Altus Wealth Group held 3,758 shares of Coca-Cola worth $323K as of Q3 2026.
  • Altus Wealth Group sold 5 Coca-Cola shares in Q3 2026, an estimated $434.
  • Coca-Cola made up 0.12% of Altus Wealth Group's portfolio in Q3 2026, its #101 holding.
  • Altus Wealth Group first reported a position in Coca-Cola in Q4 2020 and has held it in 11 quarters since.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.