Holcombe Financial
KO icon

Holcombe Financial’s Coca-Cola KO Stock Holding History

Holcombe Financial’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 		$276K Hold
3,205
– – 0.15% 47
2026
Q2 		$260K Hold
3,205
– – 0.15% 48
2026
Q1 		$244K Hold
3,205
– – 0.14% 47
2025
Q4 		$224K Hold
3,205
– – 0.14% 46
2025
Q3 		$213K Hold
3,205
– – 0.15% 41
2025
Q2 		$227K Buy
3,205
+1
+0% +$71 0.17% 39
2025
Q1 		$229K Buy
+3,204
New +$214K 0.19% 37

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

Holcombe Financial's KO Position: Q3 2026 in Review

Holcombe Financial held its Coca-Cola (KO) position steady in Q3 2026 at 3,205 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #47.

Holcombe Financial first reported a position in KO in Q1 2025 and has held it in 7 quarters since. 2,122 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Holcombe Financial held 3,205 shares of Coca-Cola worth $276K as of Q3 2026.
  • Holcombe Financial left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.15% of Holcombe Financial's portfolio in Q3 2026, its #47 holding.
  • Holcombe Financial first reported a position in Coca-Cola in Q1 2025 and has held it in 7 quarters since.
  • 2,122 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.