Keystone Wealth Services
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Keystone Wealth Services’s Coca-Cola KO Stock Holding History

Keystone Wealth 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 		$321K Buy
3,692
+611
+20% +$53K 0.06% 260
2026
Q2 		$250K Buy
3,081
+67
+2% +$5.29K 0.05% 281
2026
Q1 		$229K Sell
3,014
-28
-0.9% -$2.12K 0.05% 275
2025
Q4 		$213K Buy
+3,042
New +$212K 0.04% 238
2025
Q3 		– Sell
-7,253
Closed -$513K – 302
2025
Q2 		$513K Buy
7,253
+4,226
+140% +$301K 0.12% 171
2025
Q1 		$217K Sell
3,027
-513
-14% -$34.3K 0.06% 251
2024
Q4 		$220K Sell
3,540
-414
-10% -$27K 0.06% 240
2024
Q3 		$284K Sell
3,954
-15
-0.4% -$1.03K 0.08% 210
2024
Q2 		$253K Buy
3,969
+61
+2% +$3.78K 0.08% 201
2024
Q1 		$239K Sell
3,908
-193
-5% -$11.6K 0.08% 196
2023
Q4 		$242K Buy
4,101
+17
+0.4% +$966 0.08% 190
2023
Q3 		$229K Sell
4,084
-827
-17% -$49.6K 0.09% 189
2023
Q2 		$296K Buy
4,911
+278
+6% +$17.3K 0.11% 158
2023
Q1 		$287K Sell
4,633
-28
-0.6% -$1.7K 0.12% 150
2022
Q4 		$296K Buy
4,661
+415
+10% +$25.1K 0.13% 144
2022
Q3 		$238K Sell
4,246
-188
-4% -$11.7K 0.11% 141
2022
Q2 		$279K Buy
4,434
+12
+0.3% +$761 0.12% 130
2022
Q1 		$274K Hold
4,422
– – 0.11% 144
2021
Q4 		$262K Buy
+4,422
New +$246K 0.11% 145

Other funds holding KO

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Keystone Wealth Services's KO Position: Q3 2026 in Review

Keystone Wealth Services increased its Coca-Cola (KO) stake by 20% in Q3 2026, buying an estimated $53K and bringing the position to 3,692 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #260.

Keystone Wealth Services first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $513K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Keystone Wealth Services held 3,692 shares of Coca-Cola worth $321K as of Q3 2026.
  • Keystone Wealth Services bought 611 Coca-Cola shares in Q3 2026, an estimated $53K.
  • Coca-Cola made up 0.06% of Keystone Wealth Services's portfolio in Q3 2026, its #260 holding.
  • Keystone Wealth Services first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Coca-Cola position peaked at $513K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.