Mindset Wealth Management’s Coca-Cola KO Stock Holding History

Mindset Wealth Management’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	$330K	Sell	3,835 -125	-3%	-$10.8K	0.06%	128
2026 Q2	$322K	Buy	3,960 +839	+27%	+$66.3K	0.06%	131
2026 Q1	$237K	Buy	3,121 +47	+2%	+$3.55K	0.06%	152
2025 Q4	$215K	Sell	3,074 -151	-5%	-$10.5K	0.06%	168
2025 Q3	$214K	Buy	3,225 +200	+7%	+$13.8K	0.06%	163
2025 Q2	$214K	Sell	3,025 -903	-23%	-$64.3K	0.07%	141
2025 Q1	$281K	Sell	3,928 -819	-17%	-$54.7K	0.11%	98
2024 Q4	$296K	Sell	4,747 -570	-11%	-$37.2K	0.11%	96
2024 Q3	$382K	Buy	+5,317	New	+$364K	0.16%	80

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Mindset Wealth Management's KO Position: Q3 2026 in Review

Mindset Wealth Management reduced its Coca-Cola (KO) stake by 3.2% in Q3 2026, selling an estimated $10.8K and leaving 3,835 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #128.

Mindset Wealth Management first reported a position in KO in Q3 2024 and has held it in 9 quarters since. The position peaked at $382K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Mindset Wealth Management held 3,835 shares of Coca-Cola worth $330K as of Q3 2026.
Mindset Wealth Management sold 125 Coca-Cola shares in Q3 2026, an estimated $10.8K.
Coca-Cola made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #128 holding.
Mindset Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Coca-Cola position peaked at $382K in Q3 2024.
1,234 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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