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MJT & Associates Financial Advisory’s Coca-Cola KO Stock Holding History

MJT & Associates Financial Advisory’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 		$65.3K Hold
759
– – 0.04% 64
2026
Q2 		$61.7K Hold
759
– – 0.04% 76
2026
Q1 		$57.7K Sell
759
-122
-14% -$9.22K 0.04% 74
2025
Q4 		$61.6K Hold
881
– – 0.05% 78
2025
Q3 		$58.4K Hold
881
– – 0.05% 77
2025
Q2 		$62.3K Hold
881
– – 0.08% 88
2025
Q1 		$63.1K Buy
+881
New +$58.8K 0.06% 96

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

MJT & Associates Financial Advisory's KO Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Coca-Cola (KO) position steady in Q3 2026 at 759 shares worth $65.3K. The position accounts for 0.04% of the portfolio, ranked #64.

MJT & Associates Financial Advisory first reported a position in KO in Q1 2025 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • MJT & Associates Financial Advisory held 759 shares of Coca-Cola worth $65.3K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #64 holding.
  • MJT & Associates Financial Advisory first reported a position in Coca-Cola in Q1 2025 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.