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

Level 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	$682K	Hold	7,876	–	–	0.26%	34
2026 Q2	$644K	Hold	7,876	–	–	0.26%	30
2026 Q1	$603K	Hold	7,876	–	–	0.28%	30
2025 Q4	$551K	Hold	7,876	–	–	0.28%	30
2025 Q3	$522K	Hold	7,876	–	–	0.27%	30
2025 Q2	$557K	Hold	7,876	–	–	0.32%	27
2025 Q1	$564K	Hold	7,876	–	–	0.37%	26
2024 Q4	$490K	Buy	+7,876	New	+$514K	0.35%	27

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

Level Wealth Management held its Coca-Cola (KO) position steady in Q3 2026 at 7,876 shares worth $682K. The position accounts for 0.26% of the portfolio, ranked #34.

Level Wealth Management first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Level Wealth Management held 7,876 shares of Coca-Cola worth $682K as of Q3 2026.
Level Wealth Management left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.26% of Level Wealth Management's portfolio in Q3 2026, its #34 holding.
Level Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.