Burkett Financial Services’s Coca-Cola KO Stock Holding History

Burkett Financial Services’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	$500K	Buy	5,813 +38	+0.7%	+$3.3K	0.15%	38
2026 Q2	$469K	Buy	5,775 +40	+0.7%	+$3.16K	0.15%	37
2026 Q1	$436K	Hold	5,735	–	–	0.15%	37
2025 Q4	$401K	Buy	5,735 +83	+1%	+$5.79K	0.14%	41
2025 Q3	$375K	Buy	5,652 +40	+0.7%	+$2.75K	0.13%	43
2025 Q2	$397K	Buy	5,612 +40	+0.7%	+$2.85K	0.14%	39
2025 Q1	$399K	Hold	5,572	–	–	0.16%	36
2024 Q4	$347K	Buy	5,572 +221	+4%	+$14.4K	0.14%	39
2024 Q3	$385K	Buy	5,351 +41	+0.8%	+$2.81K	0.16%	37
2024 Q2	$338K	Sell	5,310 -68	-1%	-$4.21K	0.17%	35
2024 Q1	$329K	Hold	5,378	–	–	0.17%	36
2023 Q4	$317K	Buy	+5,378	New	+$305K	0.18%	38

Other funds holding KO

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Burkett Financial Services's KO Position: Q3 2026 in Review

Burkett Financial Services increased its Coca-Cola (KO) stake by 0.66% in Q3 2026, buying an estimated $3.3K and bringing the position to 5,813 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #38.

Burkett Financial Services first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Burkett Financial Services held 5,813 shares of Coca-Cola worth $500K as of Q3 2026.
Burkett Financial Services bought 38 Coca-Cola shares in Q3 2026, an estimated $3.3K.
Coca-Cola made up 0.15% of Burkett Financial Services's portfolio in Q3 2026, its #38 holding.
Burkett Financial Services first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.