Consilium Wealth Advisory’s Coca-Cola KO Stock Holding History

Consilium Wealth Advisory’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	$954K	Buy	+11,079	New	+$961K	0.28%	55

Other funds holding KO

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

Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Consilium Wealth Advisory's KO Position: Q3 2026 in Review

Consilium Wealth Advisory opened a new position in Coca-Cola (KO) in Q3 2026: 11,079 shares worth $954K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings.

2,050 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Consilium Wealth Advisory held 11,079 shares of Coca-Cola worth $954K as of Q3 2026.
Coca-Cola was a new Consilium Wealth Advisory position in Q3 2026.
Coca-Cola made up 0.28% of Consilium Wealth Advisory's portfolio in Q3 2026, its #55 holding.
2,050 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.