Atticus Wealth Management
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Atticus Wealth Management’s Coca-Cola KO Stock Holding History

Atticus Wealth Management’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 		$6.13M Buy
71,233
+955
+1% +$82.8K 1.36% 10
2026
Q2 		$5.71M Sell
70,278
-4
-0% -$316 1.36% 10
2026
Q1 		$5.34M Buy
70,282
+36
+0.1% +$2.72K 1.45% 13
2025
Q4 		$4.91M Buy
70,246
+5
+0% +$349 1.21% 13
2025
Q3 		$4.66M Hold
70,241
– – 1.18% 13
2025
Q2 		$4.97M Sell
70,241
-1,449
-2% -$103K 1.34% 12
2025
Q1 		$5.13M Sell
71,690
-3,100
-4% -$207K 1.68% 11
2024
Q4 		$4.66M Sell
74,790
-3,489
-4% -$228K 1.45% 12
2024
Q3 		$5.63M Buy
78,279
+3,389
+5% +$232K 1.81% 11
2024
Q2 		$4.77M Sell
74,890
-34,338
-31% -$2.13M 1.56% 11
2024
Q1 		$6.68M Sell
109,228
-600
-0.5% -$36K 2.19% 11
2023
Q4 		$6.47M Hold
109,828
– – 2.28% 10
2023
Q3 		$6.15M Buy
109,828
+35
+0% +$2.1K 2.36% 8
2023
Q2 		$6.61M Sell
109,793
-246
-0.2% -$15.3K 2.44% 7
2023
Q1 		$6.83M Sell
110,039
-4,955
-4% -$300K 2.61% 6
2022
Q4 		$7.31M Buy
114,994
+1,158
+1% +$69.9K 3.01% 5
2022
Q3 		$7.16M Hold
113,836
– – 3.46% 6
2022
Q2 		$7.16M Buy
113,836
+136
+0.1% +$8.62K 2.97% 6
2022
Q1 		$7.05M Buy
113,700
+3,922
+4% +$239K 2.57% 7
2021
Q4 		$6.5M Sell
109,778
-1,725
-2% -$96.1K 2.54% 8
2021
Q3 		$5.85M Sell
111,503
-5,633
-5% -$314K 2.57% 7
2021
Q2 		$6.34M Sell
117,136
-4,098
-3% -$223K 2.76% 9
2021
Q1 		$6.39M Sell
121,234
-2,614
-2% -$132K 3.04% 7
2020
Q4 		$6.79M Buy
123,848
+8
+0% +$414 3.42% 6
2020
Q3 		$6.11M Sell
123,840
-893
-0.7% -$42.9K 3.65% 6
2020
Q2 		$5.57M Sell
124,733
-3,754
-3% -$173K 3.68% 5
2020
Q1 		$5.69M Sell
128,487
-489
-0.4% -$26.4K 4.58% 4
2019
Q4 		$7.14M Buy
+128,976
New +$6.93M 4.55% 4

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

Atticus Wealth Management's KO Position: Q3 2026 in Review

Atticus Wealth Management increased its Coca-Cola (KO) stake by 1.4% in Q3 2026, buying an estimated $82.8K and bringing the position to 71,233 shares worth $6.13M. The position accounts for 1.36% of the portfolio, ranked #10.

Atticus Wealth Management first reported a position in KO in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.31M in Q4 2022. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Atticus Wealth Management held 71,233 shares of Coca-Cola worth $6.13M as of Q3 2026.
  • Atticus Wealth Management bought 955 Coca-Cola shares in Q3 2026, an estimated $82.8K.
  • Coca-Cola made up 1.36% of Atticus Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Atticus Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Coca-Cola position peaked at $7.31M in Q4 2022.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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