HORAN Wealth
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HORAN Wealth’s Coca-Cola KO Stock Holding History

HORAN 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 		$552K Buy
6,380
+2,947
+86% +$256K 0.06% 153
2026
Q2 		$279K Sell
3,433
-25
-0.7% -$1.97K 0.03% 179
2026
Q1 		$263K Buy
3,458
+130
+4% +$9.8K 0.03% 170
2025
Q4 		$233K Buy
3,328
+61
+2% +$4.25K 0.04% 161
2025
Q3 		$217K Sell
3,267
-200
-6% -$13.8K 0.03% 185
2025
Q2 		$245K Buy
+3,467
New +$247K 0.08% 107

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

HORAN Wealth's KO Position: Q3 2026 in Review

HORAN Wealth increased its Coca-Cola (KO) stake by 86% in Q3 2026, buying an estimated $256K and bringing the position to 6,380 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #153.

HORAN Wealth first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • HORAN Wealth held 6,380 shares of Coca-Cola worth $552K as of Q3 2026.
  • HORAN Wealth bought 2,947 Coca-Cola shares in Q3 2026, an estimated $256K.
  • Coca-Cola made up 0.06% of HORAN Wealth's portfolio in Q3 2026, its #153 holding.
  • HORAN Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.