Aspect Partners’s Coca-Cola KO Stock Holding History

Aspect Partners’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	$241K	Sell	2,799 -1	-0%	-$87	0.09%	73
2026 Q2	$228K	Hold	2,800	–	–	0.08%	75
2026 Q1	$213K	Buy	2,800 +1	+0%	+$76	0.09%	72
2025 Q4	$196K	Sell	2,799 -2,360	-46%	-$165K	0.09%	74
2025 Q3	$342K	Sell	5,159 -175	-3%	-$12K	0.16%	59
2025 Q2	$377K	Buy	5,334 +171	+3%	+$12.2K	0.19%	52
2025 Q1	$370K	Sell	5,163 -5	-0.1%	-$334	0.21%	47
2024 Q4	$322K	Sell	5,168 -52	-1%	-$3.39K	0.19%	52
2024 Q3	$375K	Buy	5,220 +48	+0.9%	+$3.29K	0.21%	46
2024 Q2	$329K	Hold	5,172	–	–	0.2%	54
2024 Q1	$316K	Hold	5,172	–	–	0.25%	53
2023 Q4	$305K	Buy	+5,172	New	+$294K	0.2%	52

Other funds holding KO

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

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

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Aspect Partners's KO Position: Q3 2026 in Review

Aspect Partners reduced its Coca-Cola (KO) stake by 0.04% in Q3 2026, selling an estimated $87 and leaving 2,799 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #73.

Aspect Partners first reported a position in KO in Q4 2023 and has held it in 12 quarters since. The position peaked at $377K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Aspect Partners held 2,799 shares of Coca-Cola worth $241K as of Q3 2026.
Aspect Partners sold 1 Coca-Cola share in Q3 2026, an estimated $87.
Coca-Cola made up 0.09% of Aspect Partners's portfolio in Q3 2026, its #73 holding.
Aspect Partners first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Coca-Cola position peaked at $377K in Q2 2025.
1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.