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

Members 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 		$1.64M Buy
19,086
+262
+1% +$22.7K 0.82% 28
2026
Q2 		$1.53M Buy
18,824
+19
+0.1% +$1.5K 0.84% 28
2026
Q1 		$1.4M Buy
18,805
+92
+0.5% +$6.96K 0.84% 28
2025
Q4 		$1.36M Sell
18,713
-84
-0.4% -$5.86K 0.85% 27
2025
Q3 		$1.26M Buy
+18,797
New +$1.29M 0.8% 30
2025
Q1 		$1.43M Buy
19,946
+28
+0.1% +$1.87K 1.08% 24
2024
Q4 		$1.37M Buy
+19,918
New +$1.3M 1.02% 25
2024
Q2 		$1.36M Buy
+19,311
New +$1.2M 0.91% 29

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

Members Wealth's KO Position: Q3 2026 in Review

Members Wealth increased its Coca-Cola (KO) stake by 1.4% in Q3 2026, buying an estimated $22.7K and bringing the position to 19,086 shares worth $1.64M. The position accounts for 0.82% of the portfolio, ranked #28.

Members Wealth first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Members Wealth held 19,086 shares of Coca-Cola worth $1.64M as of Q3 2026.
  • Members Wealth bought 262 Coca-Cola shares in Q3 2026, an estimated $22.7K.
  • Coca-Cola made up 0.82% of Members Wealth's portfolio in Q3 2026, its #28 holding.
  • Members Wealth first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.