Commonwealth Financial Services
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Commonwealth Financial Services’s Coca-Cola KO Stock Holding History

Commonwealth Financial Services’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 		$1.22M Sell
14,205
-1,468
-9% -$127K 0.22% 77
2026
Q2 		$1.27M Buy
15,673
+263
+2% +$20.8K 0.17% 89
2026
Q1 		$1.17M Buy
15,410
+497
+3% +$37.6K 0.19% 74
2025
Q4 		$1.04M Buy
14,913
+1,613
+12% +$112K 0.17% 78
2025
Q3 		$882K Buy
13,300
+1,500
+13% +$103K 0.15% 81
2025
Q2 		$835K Buy
11,800
+482
+4% +$34.3K 0.16% 81
2025
Q1 		$811K Buy
11,318
+177
+2% +$11.8K 0.17% 83
2024
Q4 		$694K Buy
11,141
+254
+2% +$16.6K 0.14% 87
2024
Q3 		$781K Sell
10,887
-1,965
-15% -$135K 0.15% 78
2024
Q2 		$809K Buy
12,852
+250
+2% +$15.5K 0.17% 73
2024
Q1 		$743K Hold
12,602
– – 0.18% 75
2023
Q4 		$743K Sell
12,602
-455
-3% -$25.8K 0.17% 75
2023
Q3 		$731K Buy
+13,057
New +$783K 0.22% 75
2017
Q1 		$372K Buy
8,744
+318
+4% +$13.3K 0.41% 28
2016
Q4 		$348K Buy
8,426
+324
+4% +$13.5K 0.34% 34
2016
Q3 		$343K Buy
8,102
+1,083
+15% +$47.5K 0.32% 40
2016
Q2 		$318K Buy
7,019
+1,009
+17% +$45.6K 0.37% 32
2016
Q1 		$279K Sell
6,010
-2,395
-28% -$104K 0.41% 24
2015
Q4 		$361K Sell
8,405
-880
-9% -$37.3K 1.23% 26
2015
Q3 		$373K Hold
9,285
– – 0.44% 27
2015
Q2 		$364K Sell
9,285
-106
-1% -$4.31K 0.39% 29
2015
Q1 		$381K Buy
9,391
+202
+2% +$8.45K 0.34% 34
2014
Q4 		$388K Buy
+9,189
New +$392K 0.35% 37

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Commonwealth Financial Services's KO Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Coca-Cola (KO) stake by 9.4% in Q3 2026, selling an estimated $127K and leaving 14,205 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #77.

Commonwealth Financial Services first reported a position in KO in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.27M in Q2 2026. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Commonwealth Financial Services held 14,205 shares of Coca-Cola worth $1.22M as of Q3 2026.
  • Commonwealth Financial Services sold 1,468 Coca-Cola shares in Q3 2026, an estimated $127K.
  • Coca-Cola made up 0.22% of Commonwealth Financial Services's portfolio in Q3 2026, its #77 holding.
  • Commonwealth Financial Services first reported a position in Coca-Cola in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Coca-Cola position peaked at $1.27M in Q2 2026.
  • 1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.