Maia Wealth
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Maia Wealth’s Coca-Cola KO Stock Holding History

Maia Wealth’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 		$1.96M Buy
22,820
+4,013
+21% +$348K 0.27% 108
2026
Q2 		$1.53M Buy
18,807
+3,370
+22% +$266K 0.23% 124
2026
Q1 		$1.17M Buy
15,437
+2,977
+24% +$225K 0.2% 136
2025
Q4 		$984K Buy
12,460
+1,081
+9% +$75.4K 0.17% 137
2025
Q3 		$802K Buy
11,379
+4,497
+65% +$310K 0.14% 167
2025
Q2 		$487K Buy
+6,882
New +$490K 0.09% 196

Other funds holding KO

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Maia Wealth's KO Position: Q3 2026 in Review

Maia Wealth increased its Coca-Cola (KO) stake by 21% in Q3 2026, buying an estimated $348K and bringing the position to 22,820 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #108.

Maia Wealth first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Maia Wealth held 22,820 shares of Coca-Cola worth $1.96M as of Q3 2026.
  • Maia Wealth bought 4,013 Coca-Cola shares in Q3 2026, an estimated $348K.
  • Coca-Cola made up 0.27% of Maia Wealth's portfolio in Q3 2026, its #108 holding.
  • Maia Wealth first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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