Client 1st Advisory Group’s Coca-Cola KO Stock Holding History

Client 1st Advisory Group’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	$205K	Buy	+2,379	New	+$206K	0.05%	139
2026 Q2	–	Sell	-3,631	Closed	-$276K	–	149
2026 Q1	$276K	Hold	3,631	–	–	0.08%	110
2025 Q4	$254K	Buy	+3,631	New	+$253K	0.08%	124

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

Client 1st Advisory Group's KO Position: Q3 2026 in Review

Client 1st Advisory Group opened a new position in Coca-Cola (KO) in Q3 2026: 2,379 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in KO as recently as Q1 2026.

Client 1st Advisory Group first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Client 1st Advisory Group held 2,379 shares of Coca-Cola worth $205K as of Q3 2026.
Coca-Cola was a new Client 1st Advisory Group position in Q3 2026.
Coca-Cola made up 0.05% of Client 1st Advisory Group's portfolio in Q3 2026, its #139 holding.
Client 1st Advisory Group first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
Client 1st Advisory Group's Coca-Cola position peaked at $276K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.