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McHugh Group’s Coca-Cola KO Stock Holding History

McHugh Group’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 		$237K Hold
2,752
– – 0.12% 80
2026
Q2 		$224K Hold
2,752
– – 0.11% 81
2026
Q1 		$209K Buy
+2,752
New +$208K 0.12% 78

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

McHugh Group's KO Position: Q3 2026 in Review

McHugh Group held its Coca-Cola (KO) position steady in Q3 2026 at 2,752 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #80.

McHugh Group first reported a position in KO in Q1 2026 and has held it in 3 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • McHugh Group held 2,752 shares of Coca-Cola worth $237K as of Q3 2026.
  • McHugh Group left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.12% of McHugh Group's portfolio in Q3 2026, its #80 holding.
  • McHugh Group first reported a position in Coca-Cola in Q1 2026 and has held it in 3 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.