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

LongView 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 		$2.95M Buy
34,318
+189
+0.6% +$16.4K 0.71% 39
2026
Q2 		$2.77M Sell
34,129
-14,955
-30% -$1.18M 0.71% 37
2026
Q1 		$3.73M Sell
49,084
-1,703
-3% -$129K 0.94% 28
2025
Q4 		$3.58M Buy
50,787
+1,588
+3% +$111K 0.86% 29
2025
Q3 		$3.26M Buy
49,199
+112
+0.2% +$7.71K 0.88% 31
2025
Q2 		$3.47M Sell
49,087
-195
-0.4% -$13.9K 1.05% 24
2025
Q1 		$3.53M Buy
49,282
+100
+0.2% +$6.68K 1.06% 28
2024
Q4 		$3.06M Buy
49,182
+5,809
+13% +$379K 0.93% 29
2024
Q3 		$3.12M Buy
43,373
+312
+0.7% +$21.4K 0.99% 28
2024
Q2 		$2.74M Buy
43,061
+8,661
+25% +$536K 1.01% 26
2024
Q1 		$2.1M Sell
34,400
-4,530
-12% -$272K 0.83% 31
2023
Q4 		$2.34M Buy
+38,930
New +$2.21M 1.04% 24

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

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

LongView Wealth Management increased its Coca-Cola (KO) stake by 0.55% in Q3 2026, buying an estimated $16.4K and bringing the position to 34,318 shares worth $2.95M. The position accounts for 0.71% of the portfolio, ranked #39.

LongView Wealth Management first reported a position in KO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.73M in Q1 2026. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • LongView Wealth Management held 34,318 shares of Coca-Cola worth $2.95M as of Q3 2026.
  • LongView Wealth Management bought 189 Coca-Cola shares in Q3 2026, an estimated $16.4K.
  • Coca-Cola made up 0.71% of LongView Wealth Management's portfolio in Q3 2026, its #39 holding.
  • LongView Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Coca-Cola position peaked at $3.73M in Q1 2026.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.