Castleview Partners
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Castleview Partners’s Coca-Cola KO Stock Holding History

Castleview Partners’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 		$845K Buy
9,811
+1,263
+15% +$110K 0.37% 61
2026
Q2 		$695K Buy
8,548
+1,678
+24% +$133K 0.31% 79
2026
Q1 		$522K Buy
6,870
+990
+17% +$74.8K 0.27% 80
2025
Q4 		$411K Buy
5,880
+1,073
+22% +$74.8K 0.2% 111
2025
Q3 		$319K Buy
4,807
+556
+13% +$38.3K 0.17% 125
2025
Q2 		$301K Sell
4,251
-4,042
-49% -$288K 0.19% 131
2025
Q1 		$594K Buy
8,293
+1,868
+29% +$125K 0.4% 66
2024
Q4 		$397K Buy
6,425
+2,104
+49% +$137K 0.21% 114
2024
Q3 		$311K Sell
4,321
-255
-6% -$17.5K 0.18% 133
2024
Q2 		$291K Buy
4,576
+259
+6% +$16K 0.17% 133
2024
Q1 		$264K Buy
4,317
+1,157
+37% +$69.5K 0.15% 151
2023
Q4 		$186K Buy
3,160
+841
+36% +$47.8K 0.13% 142
2023
Q3 		$130K Sell
2,319
-210
-8% -$12.6K 0.12% 147
2023
Q2 		$152K Sell
2,529
-1,444
-36% -$89.8K 0.14% 137
2023
Q1 		$246K Buy
3,973
+167
+4% +$10.1K 0.22% 108
2022
Q4 		$242K Buy
3,806
+279
+8% +$16.8K 0.24% 101
2022
Q3 		$198K Buy
3,527
+3,435
+3,734% +$213K 0.19% 117
2022
Q2 		$5.09K Sell
92
-5,441
-98% -$345K ﹤0.01% 534
2022
Q1 		$343K Buy
+5,533
New +$336K 0.21% 101
2021
Q2 		$254K Buy
+4,700
New +$256K 0.11% 194

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castleview Partners's KO Position: Q3 2026 in Review

Castleview Partners increased its Coca-Cola (KO) stake by 15% in Q3 2026, buying an estimated $110K and bringing the position to 9,811 shares worth $845K. The position accounts for 0.37% of the portfolio, ranked #61.

Castleview Partners first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 919 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Castleview Partners held 9,811 shares of Coca-Cola worth $845K as of Q3 2026.
  • Castleview Partners bought 1,263 Coca-Cola shares in Q3 2026, an estimated $110K.
  • Coca-Cola made up 0.37% of Castleview Partners's portfolio in Q3 2026, its #61 holding.
  • Castleview Partners first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • 919 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.