Holos Integrated Wealth’s Coca-Cola KO Stock Holding History

Holos Integrated 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	$50.5K	Buy	541 +141	+35%	+$12.2K	0.02%	164
2026 Q2	$33.6K	Sell	400 -192	-32%	-$15.2K	0.02%	176
2026 Q1	$44.9K	Hold	592	–	–	0.02%	165
2025 Q4	$40.9K	Buy	592 +192	+48%	+$13.4K	0.02%	128
2025 Q3	$26.8K	Hold	400	–	–	0.02%	146
2025 Q2	$28.1K	Sell	400 -192	-32%	-$13.7K	0.02%	142
2025 Q1	$42.4K	Sell	592 -450	-43%	-$30.1K	0.03%	117
2024 Q4	$64.9K	Buy	+1,042	New	+$68K	0.04%	100

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Holos Integrated Wealth's KO Position: Q3 2026 in Review

Holos Integrated Wealth increased its Coca-Cola (KO) stake by 35% in Q3 2026, buying an estimated $12.2K and bringing the position to 541 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #164.

Holos Integrated Wealth first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $64.9K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Holos Integrated Wealth held 541 shares of Coca-Cola worth $50.5K as of Q3 2026.
Holos Integrated Wealth bought 141 Coca-Cola shares in Q3 2026, an estimated $12.2K.
Coca-Cola made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #164 holding.
Holos Integrated Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Coca-Cola position peaked at $64.9K in Q4 2024.
1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.