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Dupree Financial Group’s Coca-Cola KO Stock Holding History

Dupree Financial 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 		$275K Buy
3,195
+1
+0% +$87 0.1% 71
2026
Q2 		$260K Sell
3,194
-20
-0.6% -$1.58K 0.1% 72
2026
Q1 		$244K Hold
3,214
– – 0.1% 67
2025
Q4 		$225K Buy
3,214
+1
+0% +$70 0.08% 72
2025
Q3 		$213K Sell
3,213
-26
-0.8% -$1.79K 0.08% 64
2025
Q2 		$229K Sell
3,239
-137
-4% -$9.76K 0.09% 64
2025
Q1 		$242K Hold
3,376
– – 0.1% 65
2024
Q4 		$210K Buy
3,376
+186
+6% +$12.1K 0.1% 63
2024
Q3 		$229K Sell
3,190
-154
-5% -$10.5K 0.09% 68
2024
Q2 		$213K Buy
+3,344
New +$207K 0.1% 60

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Dupree Financial Group's KO Position: Q3 2026 in Review

Dupree Financial Group increased its Coca-Cola (KO) stake by 0.03% in Q3 2026, buying an estimated $87 and bringing the position to 3,195 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #71.

Dupree Financial Group first reported a position in KO in Q2 2024 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Dupree Financial Group held 3,195 shares of Coca-Cola worth $275K as of Q3 2026.
  • Dupree Financial Group bought 1 Coca-Cola share in Q3 2026, an estimated $87.
  • Coca-Cola made up 0.1% of Dupree Financial Group's portfolio in Q3 2026, its #71 holding.
  • Dupree Financial Group first reported a position in Coca-Cola in Q2 2024 and has held it in 10 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.