Crown Wealth Group
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Crown Wealth Group’s Coca-Cola KO Stock Holding History

Crown Wealth Group’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 		$348K Buy
4,040
+285
+8% +$24.7K 0.09% 96
2026
Q2 		$305K Sell
3,755
-13
-0.3% -$1.03K 0.08% 111
2026
Q1 		$287K Buy
3,768
+412
+12% +$31.1K 0.08% 102
2025
Q4 		$235K Buy
3,356
+178
+6% +$12.4K 0.07% 123
2025
Q3 		$211K Buy
+3,178
New +$219K 0.06% 119

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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

Crown Wealth Group's KO Position: Q3 2026 in Review

Crown Wealth Group increased its Coca-Cola (KO) stake by 7.6% in Q3 2026, buying an estimated $24.7K and bringing the position to 4,040 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #96.

Crown Wealth Group first reported a position in KO in Q3 2025 and has held it in 5 quarters since. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Crown Wealth Group held 4,040 shares of Coca-Cola worth $348K as of Q3 2026.
  • Crown Wealth Group bought 285 Coca-Cola shares in Q3 2026, an estimated $24.7K.
  • Coca-Cola made up 0.09% of Crown Wealth Group's portfolio in Q3 2026, its #96 holding.
  • Crown Wealth Group first reported a position in Coca-Cola in Q3 2025 and has held it in 5 quarters since.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.