Eclectic Associates
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Eclectic Associates’s Coca-Cola KO Stock Holding History

Eclectic Associates’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 		$2.13M Buy
24,792
+46
+0.2% +$3.99K 0.24% 59
2026
Q2 		$2.01M Sell
24,746
-1,165
-4% -$92K 0.23% 59
2026
Q1 		$1.97M Sell
25,911
-387
-1% -$29.3K 0.26% 61
2025
Q4 		$1.84M Buy
26,298
+73
+0.3% +$5.09K 0.29% 57
2025
Q3 		$1.74M Sell
26,225
-1,125
-4% -$77.4K 0.32% 54
2025
Q2 		$1.93M Hold
27,350
– – 0.42% 50
2025
Q1 		$1.96M Sell
27,350
-29
-0.1% -$1.94K 0.52% 46
2024
Q4 		$1.7M Buy
27,379
+277
+1% +$18.1K 0.5% 45
2024
Q3 		$1.95M Buy
27,102
+8
+0% +$548 0.77% 24
2024
Q2 		$1.72M Buy
27,094
+416
+2% +$25.8K 0.77% 26
2024
Q1 		$1.63M Sell
26,678
-506
-2% -$30.4K 0.74% 27
2023
Q4 		$1.6M Sell
27,184
-1,476
-5% -$83.8K 0.77% 24
2023
Q3 		$1.6M Buy
28,660
+701
+3% +$42K 0.82% 26
2023
Q2 		$1.68M Sell
27,959
-1,335
-5% -$83.1K 0.83% 24
2023
Q1 		$1.82M Buy
29,294
+50
+0.2% +$3.03K 0.93% 22
2022
Q4 		$1.86M Buy
29,244
+150
+0.5% +$9.06K 0.91% 28
2022
Q3 		$1.63M Sell
29,094
-1,092
-4% -$67.9K 1.07% 18
2022
Q2 		$1.9M Sell
30,186
-234
-0.8% -$14.8K 1.28% 16
2022
Q1 		$1.89M Buy
30,420
+2,737
+10% +$166K 1.2% 15
2021
Q4 		$1.64M Buy
27,683
+1,697
+7% +$94.5K 1.05% 19
2021
Q3 		$1.36M Buy
25,986
+1,109
+4% +$61.8K 0.99% 21
2021
Q2 		$1.35M Sell
24,877
-155
-0.6% -$8.43K 1.01% 21
2021
Q1 		$1.32M Sell
25,032
-258
-1% -$13K 1.09% 20
2020
Q4 		$1.39M Buy
+25,290
New +$1.31M 1.31% 16

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eclectic Associates's KO Position: Q3 2026 in Review

Eclectic Associates increased its Coca-Cola (KO) stake by 0.19% in Q3 2026, buying an estimated $3.99K and bringing the position to 24,792 shares worth $2.13M. The position accounts for 0.24% of the portfolio, ranked #59.

Eclectic Associates first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 1,017 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Eclectic Associates held 24,792 shares of Coca-Cola worth $2.13M as of Q3 2026.
  • Eclectic Associates bought 46 Coca-Cola shares in Q3 2026, an estimated $3.99K.
  • Coca-Cola made up 0.24% of Eclectic Associates's portfolio in Q3 2026, its #59 holding.
  • Eclectic Associates first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.