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Colton Groome Financial Advisors’s Coca-Cola KO Stock Holding History

Colton Groome Financial 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 		$527K Sell
6,119
-79
-1% -$6.85K 0.12% 91
2026
Q2 		$504K Buy
6,198
+87
+1% +$6.87K 0.12% 99
2026
Q1 		$465K Hold
6,111
– – 0.13% 85
2025
Q4 		$427K Buy
6,111
+182
+3% +$12.7K 0.12% 90
2025
Q3 		$393K Buy
5,929
+140
+2% +$9.64K 0.12% 96
2025
Q2 		$410K Hold
5,789
– – 0.14% 90
2025
Q1 		$420K Buy
5,789
+1,509
+35% +$101K 0.16% 82
2024
Q4 		$266K Sell
4,280
-333
-7% -$21.7K 0.1% 104
2024
Q3 		$331K Hold
4,613
– – 0.12% 102
2024
Q2 		$294K Hold
4,613
– – 0.12% 100
2024
Q1 		$282K Hold
4,613
– – 0.11% 94
2023
Q4 		$272K Buy
4,613
+200
+5% +$11.4K 0.12% 101
2023
Q3 		$247K Sell
4,413
-208
-5% -$12.5K 0.12% 99
2023
Q2 		$278K Sell
4,621
-122
-3% -$7.59K 0.13% 101
2023
Q1 		$294K Buy
4,743
+803
+20% +$48.6K 0.14% 103
2022
Q4 		$251K Hold
3,940
– – 0.12% 109
2022
Q3 		$221K Sell
3,940
-41
-1% -$2.55K 0.11% 107
2022
Q2 		$250K Buy
+3,981
New +$252K 0.13% 84
2022
Q1 		– Sell
-6,854
Closed -$406K – 122
2021
Q4 		$406K Buy
6,854
+105
+2% +$5.85K 0.17% 87
2021
Q3 		$354K Hold
6,749
– – 0.15% 88
2021
Q2 		$365K Buy
+6,749
New +$367K 0.17% 87

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
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
SC
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

Colton Groome Financial Advisors's KO Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Coca-Cola (KO) stake by 1.3% in Q3 2026, selling an estimated $6.85K and leaving 6,119 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #91.

Colton Groome Financial Advisors first reported a position in KO in Q2 2021 and has held it in 21 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Colton Groome Financial Advisors held 6,119 shares of Coca-Cola worth $527K as of Q3 2026.
  • Colton Groome Financial Advisors sold 79 Coca-Cola shares in Q3 2026, an estimated $6.85K.
  • Coca-Cola made up 0.12% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #91 holding.
  • Colton Groome Financial Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.