Facet Wealth Inc
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Facet Wealth Inc’s Coca-Cola KO Stock Holding History

Facet Wealth 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 		$1.73M Buy
20,155
+4,830
+32% +$419K 0.02% 106
2026
Q2 		$1.25M Buy
15,325
+2,984
+24% +$236K 0.02% 110
2026
Q1 		$939K Buy
12,341
+1,667
+16% +$126K 0.02% 106
2025
Q4 		$780K Buy
10,674
+4,907
+85% +$342K 0.01% 114
2025
Q3 		$382K Buy
+5,767
New +$397K 0.01% 142

Other funds holding KO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Facet Wealth Inc's KO Position: Q3 2026 in Review

Facet Wealth Inc increased its Coca-Cola (KO) stake by 32% in Q3 2026, buying an estimated $419K and bringing the position to 20,155 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #106.

Facet Wealth Inc first reported a position in KO in Q3 2025 and has held it in 5 quarters since. 2,184 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Facet Wealth Inc held 20,155 shares of Coca-Cola worth $1.73M as of Q3 2026.
  • Facet Wealth Inc bought 4,830 Coca-Cola shares in Q3 2026, an estimated $419K.
  • Coca-Cola made up 0.02% of Facet Wealth Inc's portfolio in Q3 2026, its #106 holding.
  • Facet Wealth Inc first reported a position in Coca-Cola in Q3 2025 and has held it in 5 quarters since.
  • 2,184 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.