McBroom & Associates’s Coca-Cola KO Stock Holding History

McBroom & Associates’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	$344K	Hold	4,000	–	–	0.21%	32
2026 Q2	$325K	Hold	4,000	–	–	0.16%	34
2026 Q1	$304K	Hold	4,000	–	–	0.17%	34
2025 Q4	$280K	Hold	4,000	–	–	0.14%	37
2025 Q3	$265K	Hold	4,000	–	–	0.13%	36
2025 Q2	$286K	Hold	4,000	–	–	0.16%	37
2025 Q1	$286K	Hold	4,000	–	–	0.16%	37
2024 Q4	$249K	Hold	4,000	–	–	0.14%	35
2024 Q3	$287K	Hold	4,000	–	–	0.18%	33
2024 Q2	$255K	Hold	4,000	–	–	0.16%	33
2024 Q1	$245K	Hold	4,000	–	–	0.16%	33
2023 Q4	$236K	Hold	4,000	–	–	0.17%	33
2023 Q3	$224K	Hold	4,000	–	–	0.18%	36
2023 Q2	$241K	Hold	4,000	–	–	0.19%	35
2023 Q1	$248K	Hold	4,000	–	–	0.22%	34
2022 Q4	$254K	Sell	4,000 -752	-16%	-$45.4K	0.28%	34
2022 Q3	$266K	Buy	+4,752	New	+$295K	0.3%	31

Other funds holding KO

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

McBroom & Associates's KO Position: Q3 2026 in Review

McBroom & Associates held its Coca-Cola (KO) position steady in Q3 2026 at 4,000 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #32.

McBroom & Associates first reported a position in KO in Q3 2022 and has held it in 17 quarters since. 1,803 funds tracked by Wall St. Rank hold KO as of Q3 2026.

McBroom & Associates held 4,000 shares of Coca-Cola worth $344K as of Q3 2026.
McBroom & Associates left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.21% of McBroom & Associates's portfolio in Q3 2026, its #32 holding.
McBroom & Associates first reported a position in Coca-Cola in Q3 2022 and has held it in 17 quarters since.
1,803 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.