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Juncture Wealth Strategies’s Coca-Cola KO Stock Holding History

Juncture Wealth Strategies’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 		$447K Buy
5,188
+826
+19% +$71.6K 0.11% 120
2026
Q2 		$354K Buy
4,362
+3
+0.1% +$237 0.09% 136
2026
Q1 		$332K Sell
4,359
-37
-0.8% -$2.8K 0.11% 102
2025
Q4 		$307K Buy
4,396
+1
+0% +$70 0.1% 101
2025
Q3 		$291K Buy
4,395
+1
+0% +$69 0.1% 103
2025
Q2 		$311K Buy
4,394
+1
+0% +$71 0.11% 96
2025
Q1 		$315K Hold
4,393
– – 0.12% 99
2024
Q4 		$274K Sell
4,393
-62
-1% -$4.05K 0.1% 112
2024
Q3 		$320K Buy
+4,455
New +$305K 0.12% 97
2015
Q1 		– Sell
-6,608
Closed -$278K – 78
2014
Q4 		$278K Buy
+6,608
New +$282K 0.13% 69

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Juncture Wealth Strategies's KO Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Coca-Cola (KO) stake by 19% in Q3 2026, buying an estimated $71.6K and bringing the position to 5,188 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #120.

Juncture Wealth Strategies first reported a position in KO in Q4 2014 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Juncture Wealth Strategies held 5,188 shares of Coca-Cola worth $447K as of Q3 2026.
  • Juncture Wealth Strategies bought 826 Coca-Cola shares in Q3 2026, an estimated $71.6K.
  • Coca-Cola made up 0.11% of Juncture Wealth Strategies's portfolio in Q3 2026, its #120 holding.
  • Juncture Wealth Strategies first reported a position in Coca-Cola in Q4 2014 and has held it in 10 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.