Herold Advisors
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Herold Advisors’s Coca-Cola KO Stock Holding History

Herold Advisors’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 		$577K Sell
6,704
-194
-3% -$16.8K 0.11% 167
2026
Q2 		$559K Buy
6,898
+359
+5% +$28.4K 0.11% 170
2026
Q1 		$497K Buy
6,539
+40
+0.6% +$3.02K 0.11% 174
2025
Q4 		$454K Buy
6,499
+17
+0.3% +$1.18K 0.1% 176
2025
Q3 		$430K Sell
6,482
-1,290
-17% -$88.8K 0.1% 171
2025
Q2 		$550K Buy
7,772
+643
+9% +$45.8K 0.12% 179
2025
Q1 		$511K Sell
7,129
-368
-5% -$24.6K 0.11% 178
2024
Q4 		$467K Buy
7,497
+218
+3% +$14.2K 0.1% 188
2024
Q3 		$523K Sell
7,279
-18
-0.2% -$1.23K 0.11% 184
2024
Q2 		$465K Buy
7,297
+11
+0.2% +$681 0.11% 188
2024
Q1 		$446K Buy
7,286
+868
+14% +$52.1K 0.11% 191
2023
Q4 		$378K Sell
6,418
-587
-8% -$33.3K 0.1% 187
2023
Q3 		$392K Sell
7,005
-143
-2% -$8.58K 0.12% 180
2023
Q2 		$430K Sell
7,148
-1,004
-12% -$62.5K 0.13% 167
2023
Q1 		$506K Buy
8,152
+621
+8% +$37.6K 0.17% 141
2022
Q4 		$479K Buy
7,531
+337
+5% +$20.3K 0.2% 116
2022
Q3 		$403K Buy
7,194
+10
+0.1% +$622 0.19% 125
2022
Q2 		$451K Buy
7,184
+6
+0.1% +$380 0.2% 123
2022
Q1 		$445K Buy
7,178
+500
+7% +$30.4K 0.16% 137
2021
Q4 		$395K Sell
6,678
-587
-8% -$32.7K 0.15% 144
2021
Q3 		$381K Buy
+7,265
New +$405K 0.15% 146

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

Herold Advisors's KO Position: Q3 2026 in Review

Herold Advisors reduced its Coca-Cola (KO) stake by 2.8% in Q3 2026, selling an estimated $16.8K and leaving 6,704 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #167.

Herold Advisors first reported a position in KO in Q3 2021 and has held it in 21 quarters since. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Herold Advisors held 6,704 shares of Coca-Cola worth $577K as of Q3 2026.
  • Herold Advisors sold 194 Coca-Cola shares in Q3 2026, an estimated $16.8K.
  • Coca-Cola made up 0.11% of Herold Advisors's portfolio in Q3 2026, its #167 holding.
  • Herold Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 21 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.