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McCarley & Cook Financial Planners’s Coca-Cola KO Stock Holding History

McCarley & Cook Financial Planners’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 		$89.1K Hold
1,035
– – 0.07% 76
2026
Q2 		$84.1K Hold
1,035
– – 0.07% 78
2026
Q1 		$78.7K Sell
1,035
-92
-8% -$6.96K 0.07% 80
2025
Q4 		$78.8K Buy
+1,127
New +$78.6K 0.07% 71

Other funds holding KO

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

McCarley & Cook Financial Planners's KO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Coca-Cola (KO) position steady in Q3 2026 at 1,035 shares worth $89.1K. The position accounts for 0.07% of the portfolio, ranked #76.

McCarley & Cook Financial Planners first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 1,441 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,035 shares of Coca-Cola worth $89.1K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.07% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #76 holding.
  • McCarley & Cook Financial Planners first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.