Kestra Advisory Services
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Kestra Advisory Services’s Coca-Cola KO Stock Holding History

Kestra Advisory Services’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 		$69.4M Buy
806,777
+57,561
+8% +$4.99M 0.2% 100
2026
Q2 		$60.9M Buy
749,216
+96,901
+15% +$7.65M 0.2% 101
2026
Q1 		$49.6M Buy
652,315
+57,149
+10% +$4.32M 0.19% 107
2025
Q4 		$41.6M Buy
595,166
+21,834
+4% +$1.52M 0.17% 110
2025
Q3 		$38M Buy
573,332
+68,203
+14% +$4.69M 0.17% 107
2025
Q2 		$35.7M Sell
505,129
-84
-0% -$5.98K 0.17% 106
2025
Q1 		$36.2M Sell
505,213
-22,084
-4% -$1.47M 0.18% 91
2024
Q4 		$32.8M Sell
527,297
-263,763
-33% -$17.2M 0.18% 108
2024
Q3 		$56.8M Sell
791,060
-53,780
-6% -$3.68M 0.31% 53
2024
Q2 		$53.8M Buy
844,840
+338,453
+67% +$21M 0.3% 54
2024
Q1 		$31M Buy
506,387
+54,507
+12% +$3.27M 0.21% 95
2023
Q4 		$26.6M Buy
451,880
+15,570
+4% +$884K 0.22% 92
2023
Q3 		$24.4M Buy
436,310
+931
+0.2% +$55.8K 0.24% 86
2023
Q2 		$26.2M Buy
435,379
+51,167
+13% +$3.18M 0.26% 76
2023
Q1 		$23.8M Sell
384,212
-104,469
-21% -$6.33M 0.26% 79
2022
Q4 		$31.1M Buy
488,681
+54,668
+13% +$3.3M 0.28% 75
2022
Q3 		$24.3M Buy
434,013
+41,009
+10% +$2.55M 0.26% 86
2022
Q2 		$24.7M Buy
393,004
+70,598
+22% +$4.48M 0.25% 83
2022
Q1 		$20M Sell
322,406
-12,993
-4% -$790K 0.21% 104
2021
Q4 		$19.9M Sell
335,399
-159,478
-32% -$8.88M 0.2% 111
2021
Q3 		$26M Buy
494,877
+154,198
+45% +$8.6M 0.26% 86
2021
Q2 		$18.4M Buy
340,679
+326
+0.1% +$17.7K 0.21% 116
2021
Q1 		$17.9M Sell
340,353
-123,913
-27% -$6.24M 0.23% 102
2020
Q4 		$25.3M Buy
464,266
+241,921
+109% +$12.5M 0.29% 69
2020
Q3 		$10.9M Buy
+222,345
New +$10.7M 0.2% 130

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Kestra Advisory Services's KO Position: Q3 2026 in Review

Kestra Advisory Services increased its Coca-Cola (KO) stake by 7.7% in Q3 2026, buying an estimated $4.99M and bringing the position to 806,777 shares worth $69.4M. The position accounts for 0.2% of the portfolio, ranked #100.

Kestra Advisory Services first reported a position in KO in Q3 2020 and has held it in 25 quarters since. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Kestra Advisory Services held 806,777 shares of Coca-Cola worth $69.4M as of Q3 2026.
  • Kestra Advisory Services bought 57,561 Coca-Cola shares in Q3 2026, an estimated $4.99M.
  • Coca-Cola made up 0.2% of Kestra Advisory Services's portfolio in Q3 2026, its #100 holding.
  • Kestra Advisory Services first reported a position in Coca-Cola in Q3 2020 and has held it in 25 quarters since.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.