Catherine Avery Investment Management’s Coca-Cola KO Stock Holding History

Catherine Avery Investment 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	$3.26M	Sell	37,819 -43,052	-53%	-$3.73M	2.8%	9
2026 Q2	$6.57M	Sell	80,871 -5,507	-6%	-$435K	2.87%	12
2026 Q1	$6.57M	Buy	86,378 +19,077	+28%	+$1.44M	2.94%	8
2025 Q4	$4.71M	Buy	67,301 +459	+0.7%	+$32K	2.82%	11
2025 Q3	$4.43M	Buy	66,842 +13,919	+26%	+$958K	2.86%	12
2025 Q2	$3.74M	Sell	52,923 -156	-0.3%	-$11.1K	2.84%	10
2025 Q1	$3.8M	Buy	53,079 +6,812	+15%	+$455K	3.41%	7
2024 Q4	$2.88M	Buy	+46,267	New	+$3.02M	2.54%	26

Other funds holding KO

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Catherine Avery Investment Management's KO Position: Q3 2026 in Review

Catherine Avery Investment Management reduced its Coca-Cola (KO) stake by 53% in Q3 2026, selling an estimated $3.73M and leaving 37,819 shares worth $3.26M. The position accounts for 2.8% of the portfolio, ranked #9.

Catherine Avery Investment Management first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.57M in Q2 2026. 634 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Catherine Avery Investment Management held 37,819 shares of Coca-Cola worth $3.26M as of Q3 2026.
Catherine Avery Investment Management sold 43,052 Coca-Cola shares in Q3 2026, an estimated $3.73M.
Coca-Cola made up 2.8% of Catherine Avery Investment Management's portfolio in Q3 2026, its #9 holding.
Catherine Avery Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
Catherine Avery Investment Management's Coca-Cola position peaked at $6.57M in Q2 2026.
634 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.