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Byrne Asset Management’s Coca-Cola KO Stock Holding History

Byrne Asset 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 		$89.5K Hold
1,040
– – 0.05% 240
2026
Q2 		$84.5K Hold
1,040
– – 0.05% 255
2026
Q1 		$79.1K Hold
1,040
– – 0.05% 247
2025
Q4 		$72.7K Sell
1,040
-25
-2% -$1.74K 0.04% 252
2025
Q3 		$70.6K Hold
1,065
– – 0.04% 190
2025
Q2 		$75.3K Sell
1,065
-200
-16% -$14.2K 0.05% 177
2025
Q1 		$90.6K Buy
+1,265
New +$84.5K 0.07% 156
2024
Q4 		– Sell
-1,265
Closed -$82.6K – 169
2024
Q3 		$90.9K Hold
1,265
– – 0.06% 166
2024
Q2 		$80.8K Hold
1,265
– – 0.06% 172
2024
Q1 		$77.4K Buy
+1,265
New +$76K 0.05% 176
2023
Q4 		– Sell
-1,805
Closed -$103K – 161
2023
Q3 		$101K Sell
1,805
-100
-5% -$6K 0.08% 141
2023
Q2 		$115K Sell
1,905
-100
-5% -$6.22K 0.07% 181
2023
Q1 		$124K Sell
2,005
-75
-4% -$4.54K 0.09% 158
2022
Q4 		$132K Sell
2,080
-700
-25% -$42.3K 0.1% 156
2022
Q3 		$156K Buy
2,780
+50
+2% +$3.11K 0.12% 126
2022
Q2 		$172K Sell
2,730
-125
-4% -$7.92K 0.13% 107
2022
Q1 		$177K Sell
2,855
-600
-17% -$36.5K 0.11% 117
2021
Q4 		$205K Buy
+3,455
New +$192K 0.13% 111

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

Byrne Asset Management's KO Position: Q3 2026 in Review

Byrne Asset Management held its Coca-Cola (KO) position steady in Q3 2026 at 1,040 shares worth $89.5K. The position accounts for 0.05% of the portfolio, ranked #240.

Byrne Asset Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $205K in Q4 2021. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Byrne Asset Management held 1,040 shares of Coca-Cola worth $89.5K as of Q3 2026.
  • Byrne Asset Management left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.05% of Byrne Asset Management's portfolio in Q3 2026, its #240 holding.
  • Byrne Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Coca-Cola position peaked at $205K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.