Flywheel Private Wealth
KO icon

Flywheel Private Wealth’s Coca-Cola KO Stock Holding History

Flywheel Private Wealth’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 		$240K Hold
2,782
– – 0.12% 94
2026
Q2 		$226K Sell
2,782
-135
-5% -$10.7K 0.11% 103
2026
Q1 		$222K Hold
2,917
– – 0.13% 98
2025
Q4 		$204K Buy
+2,917
New +$203K 0.13% 83

Other funds holding KO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Flywheel Private Wealth's KO Position: Q3 2026 in Review

Flywheel Private Wealth held its Coca-Cola (KO) position steady in Q3 2026 at 2,782 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #94.

Flywheel Private Wealth first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Flywheel Private Wealth held 2,782 shares of Coca-Cola worth $240K as of Q3 2026.
  • Flywheel Private Wealth left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.12% of Flywheel Private Wealth's portfolio in Q3 2026, its #94 holding.
  • Flywheel Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.