M.E. Allison & Co’s Coca-Cola KO Stock Holding History

M.E. Allison & Co’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	$2.23M	Buy	25,865 +51	+0.2%	+$4.42K	1.25%	17
2026 Q2	$2.1M	Buy	25,814 +55	+0.2%	+$4.34K	1.21%	17
2026 Q1	$1.96M	Sell	25,759 -160	-0.6%	-$12.1K	1.3%	17
2025 Q4	$1.81M	Buy	25,919 +116	+0.4%	+$8.09K	1.23%	18
2025 Q3	$1.71M	Buy	25,803 +3,756	+17%	+$259K	1.19%	20
2025 Q2	$1.56M	Sell	22,047 -4,053	-16%	-$289K	1.25%	21
2025 Q1	$1.87M	Sell	26,100 -908	-3%	-$60.6K	1.85%	9
2024 Q4	$1.68M	Buy	+27,008	New	+$1.76M	1.85%	12

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

M.E. Allison & Co's KO Position: Q3 2026 in Review

M.E. Allison & Co increased its Coca-Cola (KO) stake by 0.2% in Q3 2026, buying an estimated $4.42K and bringing the position to 25,865 shares worth $2.23M. The position accounts for 1.25% of the portfolio, ranked #17.

M.E. Allison & Co first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold KO as of Q3 2026.

M.E. Allison & Co held 25,865 shares of Coca-Cola worth $2.23M as of Q3 2026.
M.E. Allison & Co bought 51 Coca-Cola shares in Q3 2026, an estimated $4.42K.
Coca-Cola made up 1.25% of M.E. Allison & Co's portfolio in Q3 2026, its #17 holding.
M.E. Allison & Co first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.