Financial Management Network
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Financial Management Network’s Coca-Cola KO Stock Holding History

Financial Management Network’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 		$281K Buy
3,277
+1
+0% +$87 0.04% 176
2026
Q2 		$268K Buy
3,276
+419
+15% +$33.1K 0.04% 179
2026
Q1 		$225K Sell
2,857
-994
-26% -$75.1K 0.03% 183
2025
Q4 		$266K Buy
3,851
+12
+0.3% +$837 0.04% 161
2025
Q3 		$254K Buy
3,839
+783
+26% +$53.9K 0.04% 158
2025
Q2 		$218K Buy
+3,056
New +$218K 0.04% 164

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
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
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

Financial Management Network's KO Position: Q3 2026 in Review

Financial Management Network increased its Coca-Cola (KO) stake by 0.03% in Q3 2026, buying an estimated $87 and bringing the position to 3,277 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #176.

Financial Management Network first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Financial Management Network held 3,277 shares of Coca-Cola worth $281K as of Q3 2026.
  • Financial Management Network bought 1 Coca-Cola share in Q3 2026, an estimated $87.
  • Coca-Cola made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #176 holding.
  • Financial Management Network first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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