Broadway Wealth Solutions’s Coca-Cola KO Stock Holding History

Broadway Wealth Solutions’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	$289K	Sell	3,352 -237	-7%	-$20.6K	0.13%	72
2026 Q2	$292K	Sell	3,589 -35	-1%	-$2.76K	0.14%	72
2026 Q1	$276K	Buy	3,624 +192	+6%	+$14.5K	0.14%	74
2025 Q4	$240K	Buy	3,432 +185	+6%	+$12.9K	0.13%	84
2025 Q3	$215K	Sell	3,247 -255	-7%	-$17.6K	0.12%	88
2025 Q2	$248K	Buy	3,502 +120	+4%	+$8.55K	0.15%	81
2025 Q1	$242K	Sell	3,382 -490	-13%	-$32.7K	0.18%	73
2024 Q4	$241K	Buy	+3,872	New	+$253K	0.18%	83

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

Broadway Wealth Solutions's KO Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Coca-Cola (KO) stake by 6.6% in Q3 2026, selling an estimated $20.6K and leaving 3,352 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #72.

Broadway Wealth Solutions first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $292K in Q2 2026. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Broadway Wealth Solutions held 3,352 shares of Coca-Cola worth $289K as of Q3 2026.
Broadway Wealth Solutions sold 237 Coca-Cola shares in Q3 2026, an estimated $20.6K.
Coca-Cola made up 0.13% of Broadway Wealth Solutions's portfolio in Q3 2026, its #72 holding.
Broadway Wealth Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's Coca-Cola position peaked at $292K in Q2 2026.
2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.