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

Defined 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	$223K	Buy	+2,595	New	+$225K	0.11%	111

Other funds holding KO

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Defined Wealth Management opened a new position in Coca-Cola (KO) in Q3 2026: 2,595 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #111 among its holdings.

781 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Defined Wealth Management held 2,595 shares of Coca-Cola worth $223K as of Q3 2026.
Coca-Cola was a new Defined Wealth Management position in Q3 2026.
Coca-Cola made up 0.11% of Defined Wealth Management's portfolio in Q3 2026, its #111 holding.
781 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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