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COWA LLC’s Coca-Cola KO Stock Holding History

COWA LLC’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 		$896K Sell
10,412
-1
-0% -$87 0.22% 74
2026
Q2 		$846K Buy
10,413
+1
+0% +$79 0.21% 72
2026
Q1 		$792K Sell
10,412
-132
-1% -$10K 0.21% 79
2025
Q4 		$737K Sell
10,544
-414
-4% -$28.9K 0.22% 71
2025
Q3 		$727K Sell
10,958
-220
-2% -$15.1K 0.24% 73
2025
Q2 		$791K Buy
11,178
+783
+8% +$55.8K 0.3% 63
2025
Q1 		$745K Sell
10,395
-735
-7% -$49.1K 0.32% 61
2024
Q4 		$693K Buy
11,130
+111
+1% +$7.25K 0.32% 61
2024
Q3 		$792K Sell
11,019
-214
-2% -$14.7K 0.38% 58
2024
Q2 		$715K Buy
11,233
+13
+0.1% +$805 0.38% 52
2024
Q1 		$686K Sell
11,220
-52
-0.5% -$3.12K 0.4% 52
2023
Q4 		$664K Buy
11,272
+603
+6% +$34.3K 0.41% 48
2023
Q3 		$597K Buy
10,669
+12
+0.1% +$720 0.4% 51
2023
Q2 		$642K Buy
10,657
+12
+0.1% +$747 0.42% 50
2023
Q1 		$660K Buy
10,645
+1,550
+17% +$93.8K 0.54% 46
2022
Q4 		$579K Buy
9,095
+23
+0.3% +$1.39K 0.36% 59
2022
Q3 		$508K Buy
9,072
+10
+0.1% +$622 0.34% 64
2022
Q2 		$570K Buy
9,062
+11
+0.1% +$697 0.33% 67
2022
Q1 		$561K Hold
9,051
– – 0.28% 70
2021
Q4 		$536K Buy
9,051
+460
+5% +$25.6K 0.27% 68
2021
Q3 		$451K Hold
8,591
– – 0.26% 72
2021
Q2 		$464K Buy
8,591
+7
+0.1% +$381 0.29% 63
2021
Q1 		$455K Sell
8,584
-1,198
-12% -$60.3K 0.27% 65
2020
Q4 		$491K Buy
+9,782
New +$506K 0.37% 58

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

COWA LLC's KO Position: Q3 2026 in Review

COWA LLC reduced its Coca-Cola (KO) stake by 0.01% in Q3 2026, selling an estimated $87 and leaving 10,412 shares worth $896K. The position accounts for 0.22% of the portfolio, ranked #74.

COWA LLC first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 1,953 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • COWA LLC held 10,412 shares of Coca-Cola worth $896K as of Q3 2026.
  • COWA LLC sold 1 Coca-Cola share in Q3 2026, an estimated $87.
  • Coca-Cola made up 0.22% of COWA LLC's portfolio in Q3 2026, its #74 holding.
  • COWA LLC first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 1,953 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.