Avid Wealth Partners’s Coca-Cola KO Stock Holding History

Avid Wealth 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	$205K	Buy	+2,382	New	+$207K	0.09%	77

Other funds holding KO

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

Bank of New York Mellon New York $608B AUM 32.77% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Avid Wealth Partners's KO Position: Q3 2026 in Review

Avid Wealth Partners opened a new position in Coca-Cola (KO) in Q3 2026: 2,382 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings.

2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Avid Wealth Partners held 2,382 shares of Coca-Cola worth $205K as of Q3 2026.
Coca-Cola was a new Avid Wealth Partners position in Q3 2026.
Coca-Cola made up 0.09% of Avid Wealth Partners's portfolio in Q3 2026, its #77 holding.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.