DiNuzzo Private Wealth’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$60.9K Buy
708
+140
+25% +$12.1K 0.01% 131
2026
Q2
$46.1K Hold
568
– – ﹤0.01% 145
2026
Q1
$43.2K Hold
568
– – ﹤0.01% 138
2025
Q4
$39.7K Sell
568
-1
-0.2% -$70 ﹤0.01% 140
2025
Q3
$39.2K Hold
569
– – ﹤0.01% 137
2025
Q2
$40.2K Sell
569
-8
-1% -$570 ﹤0.01% 136
2025
Q1
$41.3K Hold
577
– – 0.01% 130
2024
Q4
$35.9K Buy
577
+16
+3% +$1.04K ﹤0.01% 135
2024
Q3
$40.3K Sell
561
-2
-0.4% -$137 0.01% 137
2024
Q2
$35.8K Buy
563
+40
+8% +$2.48K ﹤0.01% 112
2024
Q1
$32K Buy
523
+206
+65% +$12.4K ﹤0.01% 112
2023
Q4
$18.7K Buy
+317
New +$18K ﹤0.01% 133

Other funds holding KO

DiNuzzo Private Wealth's KO Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Coca-Cola (KO) stake by 25% in Q3 2026, buying an estimated $12.1K and bringing the position to 708 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #131.

DiNuzzo Private Wealth first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 1,522 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • DiNuzzo Private Wealth held 708 shares of Coca-Cola worth $60.9K as of Q3 2026.
  • DiNuzzo Private Wealth bought 140 Coca-Cola shares in Q3 2026, an estimated $12.1K.
  • Coca-Cola made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #131 holding.
  • DiNuzzo Private Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.