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

Darden 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 		$466K Buy
5,415
+72
+1% +$6.24K 0.19% 95
2026
Q2 		$434K Buy
5,343
+262
+5% +$20.7K 0.17% 105
2026
Q1 		$386K Sell
5,081
-250
-5% -$18.9K 0.2% 97
2025
Q4 		$373K Hold
5,331
– – 0.18% 98
2025
Q3 		$354K Buy
5,331
+250
+5% +$17.2K 0.18% 98
2025
Q2 		$359K Hold
5,081
– – 0.22% 93
2025
Q1 		$364K Hold
5,081
– – 0.28% 70
2024
Q4 		$316K Hold
5,081
– – 0.21% 83
2024
Q3 		$365K Hold
5,081
– – 0.26% 72
2024
Q2 		$323K Hold
5,081
– – 0.19% 76
2024
Q1 		$313K Hold
5,081
– – 0.25% 79
2023
Q4 		$299K Buy
+5,081
New +$289K 0.29% 74

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Darden Wealth Group increased its Coca-Cola (KO) stake by 1.3% in Q3 2026, buying an estimated $6.24K and bringing the position to 5,415 shares worth $466K. The position accounts for 0.19% of the portfolio, ranked #95.

Darden Wealth Group first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Darden Wealth Group held 5,415 shares of Coca-Cola worth $466K as of Q3 2026.
  • Darden Wealth Group bought 72 Coca-Cola shares in Q3 2026, an estimated $6.24K.
  • Coca-Cola made up 0.19% of Darden Wealth Group's portfolio in Q3 2026, its #95 holding.
  • Darden Wealth Group first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.