Cadent Capital Advisors’s Coca-Cola KO Stock Holding History

Cadent Capital 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	$223K	Sell	2,585 -568	-18%	-$49.3K	0.05%	176
2026 Q2	$256K	Buy	3,153 +14	+0.4%	+$1.11K	0.05%	172
2026 Q1	$239K	Hold	3,139	–	–	0.06%	166
2025 Q4	$219K	Buy	3,139 +31	+1%	+$2.16K	0.06%	171
2025 Q3	$206K	Buy	+3,108	New	+$214K	0.05%	189
2021 Q3	–	Sell	-5,349	Closed	-$289K	–	137
2021 Q2	$289K	Buy	5,349 +14	+0.3%	+$762	0.12%	110
2021 Q1	$281K	Sell	5,335 -1	-0%	-$50	0.12%	100
2020 Q4	$293K	Buy	+5,336	New	+$276K	0.14%	81

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

Cadent Capital Advisors's KO Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Coca-Cola (KO) stake by 18% in Q3 2026, selling an estimated $49.3K and leaving 2,585 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #176.

Cadent Capital Advisors first reported a position in KO in Q4 2020 and has held it in 8 quarters since. The position peaked at $293K in Q4 2020. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Cadent Capital Advisors held 2,585 shares of Coca-Cola worth $223K as of Q3 2026.
Cadent Capital Advisors sold 568 Coca-Cola shares in Q3 2026, an estimated $49.3K.
Coca-Cola made up 0.05% of Cadent Capital Advisors's portfolio in Q3 2026, its #176 holding.
Cadent Capital Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 8 quarters since.
Cadent Capital Advisors's Coca-Cola position peaked at $293K in Q4 2020.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.