Clark & Stuart Inc
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Clark & Stuart Inc’s Coca-Cola KO Stock Holding History

Clark & Stuart Inc’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 		$1.86M Buy
21,444
+2
+0% +$173 1.14% 22
2026
Q2 		$1.75M Sell
21,442
-131
-0.6% -$10.3K 1.1% 23
2026
Q1 		$1.65M Sell
21,573
-290
-1% -$21.9K 1.11% 23
2025
Q4 		$1.53M Sell
21,863
-397
-2% -$27.7K 1.05% 26
2025
Q3 		$1.49M Buy
22,260
+2
+0% +$138 1.06% 26
2025
Q2 		$1.59M Sell
22,258
-3,031
-12% -$216K 1.19% 24
2025
Q1 		$1.82M Sell
25,289
-115
-0.5% -$7.68K 1.33% 23
2024
Q4 		$1.58M Buy
+25,404
New +$1.66M 1.16% 26

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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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 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

Clark & Stuart Inc's KO Position: Q3 2026 in Review

Clark & Stuart Inc increased its Coca-Cola (KO) stake by 0.01% in Q3 2026, buying an estimated $173 and bringing the position to 21,444 shares worth $1.86M. The position accounts for 1.14% of the portfolio, ranked #22.

Clark & Stuart Inc first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Clark & Stuart Inc held 21,444 shares of Coca-Cola worth $1.86M as of Q3 2026.
  • Clark & Stuart Inc bought 2 Coca-Cola shares in Q3 2026, an estimated $173.
  • Coca-Cola made up 1.14% of Clark & Stuart Inc's portfolio in Q3 2026, its #22 holding.
  • Clark & Stuart Inc first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • 990 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.