Elevation Wealth Partners
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Elevation Wealth Partners’s Coca-Cola KO Stock Holding History

Elevation Wealth Partners’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 		$117K Buy
1,354
+243
+22% +$21.1K 0.03% 185
2026
Q2 		$90.3K Buy
1,111
+725
+188% +$57.3K 0.03% 204
2026
Q1 		$29.4K Buy
386
+73
+23% +$5.52K 0.01% 311
2025
Q4 		$21.9K Hold
313
– – 0.01% 351
2025
Q3 		$20.8K Buy
313
+162
+107% +$11.2K 0.01% 322
2025
Q2 		$10.7K Hold
151
– – ﹤0.01% 365
2025
Q1 		$10.8K Hold
151
– – ﹤0.01% 364
2024
Q4 		$9.42K Hold
151
– – ﹤0.01% 372
2024
Q3 		$10.9K Hold
151
– – ﹤0.01% 351
2024
Q2 		$9.6K Hold
151
– – ﹤0.01% 349
2024
Q1 		$9.26K Sell
151
-319
-68% -$19.2K ﹤0.01% 360
2023
Q4 		$26.3K Buy
470
+320
+213% +$18.2K 0.02% 261
2023
Q3 		$8.42K Hold
150
– – 0.01% 254
2023
Q2 		$9.06K Hold
150
– – 0.01% 258
2023
Q1 		$9.33K Buy
+150
New +$9.08K 0.01% 265

Other funds holding KO

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Elevation Wealth Partners's KO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Coca-Cola (KO) stake by 22% in Q3 2026, buying an estimated $21.1K and bringing the position to 1,354 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #185.

Elevation Wealth Partners first reported a position in KO in Q1 2023 and has held it in 15 quarters since. 1,522 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Elevation Wealth Partners held 1,354 shares of Coca-Cola worth $117K as of Q3 2026.
  • Elevation Wealth Partners bought 243 Coca-Cola shares in Q3 2026, an estimated $21.1K.
  • Coca-Cola made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #185 holding.
  • Elevation Wealth Partners first reported a position in Coca-Cola in Q1 2023 and has held it in 15 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.