Oasis Advisors
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Oasis Advisors’s Coca-Cola KO Stock Holding History

Oasis Advisors’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 		$492K Buy
+5,714
New +$496K 0.21% 50
2026
Q2 		– Sell
-67,938
Closed -$5.17M – 143
2026
Q1 		$5.17M Buy
67,938
+62,870
+1,241% +$4.75M 1.02% 26
2025
Q4 		$354K Buy
+5,068
New +$353K 0.19% 55

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

Oasis Advisors's KO Position: Q3 2026 in Review

Oasis Advisors opened a new position in Coca-Cola (KO) in Q3 2026: 5,714 shares worth $492K. The stake represents 0.21% of the portfolio and ranks #50 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in KO as recently as Q1 2026.

Oasis Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.17M in Q1 2026. 1,683 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Oasis Advisors held 5,714 shares of Coca-Cola worth $492K as of Q3 2026.
  • Coca-Cola was a new Oasis Advisors position in Q3 2026.
  • Coca-Cola made up 0.21% of Oasis Advisors's portfolio in Q3 2026, its #50 holding.
  • Oasis Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Coca-Cola position peaked at $5.17M in Q1 2026.
  • 1,683 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.