Compass Wealth Management’s Coca-Cola KO Stock Holding History

Compass Wealth 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	$3.36K	Buy	+39	New	+$3.38K	﹤0.01%	387

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Compass Wealth Management's KO Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Coca-Cola (KO) in Q3 2026: 39 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Compass Wealth Management held 39 shares of Coca-Cola worth $3.36K as of Q3 2026.
Coca-Cola was a new Compass Wealth Management position in Q3 2026.
Coca-Cola made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #387 holding.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.