Ellevest Inc
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Ellevest Inc’s Coca-Cola KO Stock Holding History

Ellevest Inc’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 		$250K Buy
+2,934
New +$254K 0.03% 382
2025
Q1 		– Sell
-3,235
Closed -$201K – 425
2024
Q4 		$201K Buy
3,235
+3
+0.1% +$196 0.01% 394
2024
Q3 		$232K Sell
3,232
-69
-2% -$4.72K 0.01% 377
2024
Q2 		$210K Buy
3,301
+1
+0% +$62 0.01% 380
2024
Q1 		$202K Buy
+3,300
New +$198K 0.01% 377
2023
Q2 		– Sell
-3,174
Closed -$197K – 1024
2023
Q1 		$197K Buy
3,174
+235
+8% +$14.2K 0.02% 321
2022
Q4 		$187K Buy
2,939
+1,493
+103% +$90.1K 0.02% 312
2022
Q3 		$81K Sell
1,446
-35
-2% -$2.18K 0.01% 460
2022
Q2 		$93K Sell
1,481
-185
-11% -$11.7K 0.01% 431
2022
Q1 		$103K Buy
1,666
+11
+0.7% +$669 0.01% 400
2021
Q4 		$98K Buy
1,655
+42
+3% +$2.34K 0.01% 390
2021
Q3 		$85K Sell
1,613
-466
-22% -$26K 0.01% 390
2021
Q2 		$112K Sell
2,079
-5,600
-73% -$305K 0.01% 355
2021
Q1 		$405K Buy
7,679
+1,198
+18% +$60.3K 0.05% 94
2020
Q4 		$355K Buy
6,481
+577
+10% +$29.8K 0.05% 84
2020
Q3 		$291K Buy
5,904
+616
+12% +$29.6K 0.05% 97
2020
Q2 		$236K Buy
5,288
+863
+20% +$39.8K 0.05% 103
2020
Q1 		$196K Buy
4,425
+2,136
+93% +$115K 0.05% 94
2019
Q4 		$127K Buy
2,289
+332
+17% +$17.8K 0.04% 89
2019
Q3 		$107K Buy
1,957
+82
+4% +$4.39K 0.04% 76
2019
Q2 		$95K Buy
1,875
+163
+10% +$7.99K 0.04% 81
2019
Q1 		$80K Buy
1,712
+162
+10% +$7.58K 0.04% 71
2018
Q4 		$73K Buy
+1,550
New +$74.2K 0.04% 144

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ellevest Inc's KO Position: Q3 2026 in Review

Ellevest Inc opened a new position in Coca-Cola (KO) in Q3 2026: 2,934 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in KO as recently as Q4 2024.

Ellevest Inc first reported a position in KO in Q4 2018 and has held it in 23 quarters since. The position peaked at $405K in Q1 2021. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Ellevest Inc held 2,934 shares of Coca-Cola worth $250K as of Q3 2026.
  • Coca-Cola was a new Ellevest Inc position in Q3 2026.
  • Coca-Cola made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #382 holding.
  • Ellevest Inc first reported a position in Coca-Cola in Q4 2018 and has held it in 23 quarters since.
  • Ellevest Inc's Coca-Cola position peaked at $405K in Q1 2021.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.