James T. Borello
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James T. Borello’s Coca-Cola KO Stock Holding History

James T. Borello’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 		$130K Buy
1,507
+200
+15% +$17.3K 0.03% 147
2026
Q2 		$106K Buy
1,307
+96
+8% +$7.58K 0.02% 163
2026
Q1 		$92.1K Buy
1,211
+647
+115% +$48.9K 0.02% 158
2025
Q4 		$39.4K Buy
564
+262
+87% +$18.3K 0.01% 196
2025
Q3 		$20K Buy
+302
New +$20.8K 0.01% 231

Other funds holding KO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

James T. Borello's KO Position: Q3 2026 in Review

James T. Borello increased its Coca-Cola (KO) stake by 15% in Q3 2026, buying an estimated $17.3K and bringing the position to 1,507 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #147.

James T. Borello first reported a position in KO in Q3 2025 and has held it in 5 quarters since. 1,539 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • James T. Borello held 1,507 shares of Coca-Cola worth $130K as of Q3 2026.
  • James T. Borello bought 200 Coca-Cola shares in Q3 2026, an estimated $17.3K.
  • Coca-Cola made up 0.03% of James T. Borello's portfolio in Q3 2026, its #147 holding.
  • James T. Borello first reported a position in Coca-Cola in Q3 2025 and has held it in 5 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.