KFA Private Wealth Group
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KFA Private Wealth Group’s Coca-Cola KO Stock Holding History

KFA Private Wealth Group’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 		$563K Buy
6,541
+61
+0.9% +$5.29K 0.13% 72
2026
Q2 		$527K Sell
6,480
-2,409
-27% -$190K 0.13% 78
2026
Q1 		$676K Hold
8,889
– – 0.16% 67
2025
Q4 		$621K Buy
8,889
+10
+0.1% +$697 0.15% 68
2025
Q3 		$589K Buy
8,879
+418
+5% +$28.8K 0.17% 68
2025
Q2 		$599K Sell
8,461
-208
-2% -$14.8K 0.19% 65
2025
Q1 		$621K Buy
8,669
+2,771
+47% +$185K 0.22% 54
2024
Q4 		$367K Buy
5,898
+276
+5% +$18K 0.15% 62
2024
Q3 		$404K Sell
5,622
-2,017
-26% -$138K 0.19% 54
2024
Q2 		$487K Sell
7,639
-7,124
-48% -$441K 0.25% 45
2024
Q1 		$903K Buy
14,763
+702
+5% +$42.2K 0.28% 37
2023
Q4 		$829K Sell
14,061
-125
-0.9% -$7.1K 0.3% 33
2023
Q3 		$794K Buy
14,186
+240
+2% +$14.4K 0.33% 34
2023
Q2 		$840K Sell
13,946
-19
-0.1% -$1.18K 0.35% 32
2023
Q1 		$866K Buy
13,965
+3,943
+39% +$239K 0.39% 31
2022
Q4 		$638K Buy
10,022
+391
+4% +$23.6K 0.33% 31
2022
Q3 		$540K Buy
9,631
+84
+0.9% +$5.22K 0.29% 34
2022
Q2 		$601K Sell
9,547
-162
-2% -$10.3K 0.33% 35
2022
Q1 		$602K Buy
9,709
+325
+3% +$19.8K 0.3% 37
2021
Q4 		$556K Sell
9,384
-148
-2% -$8.24K 0.28% 38
2021
Q3 		$500K Sell
9,532
-104
-1% -$5.8K 0.27% 39
2021
Q2 		$521K Buy
9,636
+2
+0% +$109 0.28% 38
2021
Q1 		$508K Buy
9,634
+1,613
+20% +$81.2K 0.3% 39
2020
Q4 		$440K Sell
8,021
-522
-6% -$27K 0.28% 38
2020
Q3 		$422K Sell
8,543
-435
-5% -$20.9K 0.32% 39
2020
Q2 		$401K Buy
8,978
+513
+6% +$23.6K 0.39% 32
2020
Q1 		$375K Buy
8,465
+244
+3% +$13.2K 0.44% 30
2019
Q4 		$455K Buy
+8,221
New +$442K 0.42% 30

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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

KFA Private Wealth Group's KO Position: Q3 2026 in Review

KFA Private Wealth Group increased its Coca-Cola (KO) stake by 0.94% in Q3 2026, buying an estimated $5.29K and bringing the position to 6,541 shares worth $563K. The position accounts for 0.13% of the portfolio, ranked #72.

KFA Private Wealth Group first reported a position in KO in Q4 2019 and has held it in 28 quarters since. The position peaked at $903K in Q1 2024. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • KFA Private Wealth Group held 6,541 shares of Coca-Cola worth $563K as of Q3 2026.
  • KFA Private Wealth Group bought 61 Coca-Cola shares in Q3 2026, an estimated $5.29K.
  • Coca-Cola made up 0.13% of KFA Private Wealth Group's portfolio in Q3 2026, its #72 holding.
  • KFA Private Wealth Group first reported a position in Coca-Cola in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's Coca-Cola position peaked at $903K in Q1 2024.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.