Cache Advisors’s Coca-Cola KO Stock Holding History

Cache Advisors’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	$649K	Buy	7,536 +2,105	+39%	+$183K	0.04%	107
2026 Q2	$441K	Hold	5,431	–	–	0.04%	109
2026 Q1	$413K	Hold	5,431	–	–	0.05%	89
2025 Q4	$380K	Buy	+5,431	New	+$379K	0.05%	95
2025 Q3	–	Sell	-5,431	Closed	-$384K	–	110
2025 Q2	$384K	Hold	5,431	–	–	0.1%	72
2025 Q1	$389K	Buy	5,431 +118	+2%	+$7.88K	0.15%	63
2024 Q4	$331K	Buy	+5,313	New	+$347K	0.14%	61

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Cache Advisors's KO Position: Q3 2026 in Review

Cache Advisors increased its Coca-Cola (KO) stake by 39% in Q3 2026, buying an estimated $183K and bringing the position to 7,536 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #107.

Cache Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Cache Advisors held 7,536 shares of Coca-Cola worth $649K as of Q3 2026.
Cache Advisors bought 2,105 Coca-Cola shares in Q3 2026, an estimated $183K.
Coca-Cola made up 0.04% of Cache Advisors's portfolio in Q3 2026, its #107 holding.
Cache Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.