LeConte Wealth Management
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LeConte Wealth Management’s Coca-Cola KO Stock Holding History

LeConte Wealth Management’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 		$1.06M Buy
12,294
+426
+4% +$36.9K 0.57% 39
2026
Q2 		$965K Buy
11,868
+1,003
+9% +$79.2K 0.53% 41
2026
Q1 		$826K Buy
10,865
+4,098
+61% +$310K 0.53% 36
2025
Q4 		$473K Buy
6,767
+2,633
+64% +$184K 0.31% 49
2025
Q3 		$274K Buy
4,134
+673
+19% +$46.3K 0.18% 83
2025
Q2 		$245K Buy
+3,461
New +$247K 0.17% 81

Other funds holding KO

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

LeConte Wealth Management's KO Position: Q3 2026 in Review

LeConte Wealth Management increased its Coca-Cola (KO) stake by 3.6% in Q3 2026, buying an estimated $36.9K and bringing the position to 12,294 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #39.

LeConte Wealth Management first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 1,330 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • LeConte Wealth Management held 12,294 shares of Coca-Cola worth $1.06M as of Q3 2026.
  • LeConte Wealth Management bought 426 Coca-Cola shares in Q3 2026, an estimated $36.9K.
  • Coca-Cola made up 0.57% of LeConte Wealth Management's portfolio in Q3 2026, its #39 holding.
  • LeConte Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.