Oceanside Advisors’s Coca-Cola KO Stock Holding History

Oceanside 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	$542K	Buy	6,300 +173	+3%	+$15K	0.33%	36
2026 Q2	$498K	Hold	6,127	–	–	0.25%	39
2026 Q1	$466K	Hold	6,127	–	–	0.27%	35
2025 Q4	$428K	Sell	6,127 -101	-2%	-$7.04K	0.26%	34
2025 Q3	$413K	Buy	6,228 +101	+2%	+$6.95K	0.26%	34
2025 Q2	$433K	Hold	6,127	–	–	0.29%	33
2025 Q1	$439K	Hold	6,127	–	–	0.32%	33
2024 Q4	$381K	Hold	6,127	–	–	0.28%	36
2024 Q3	$440K	Hold	6,127	–	–	0.33%	31
2024 Q2	$390K	Sell	6,127 -117	-2%	-$7.24K	0.32%	33
2024 Q1	$382K	Hold	6,244	–	–	0.32%	32
2023 Q4	$368K	Buy	+6,244	New	+$355K	0.32%	33

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Oceanside Advisors's KO Position: Q3 2026 in Review

Oceanside Advisors increased its Coca-Cola (KO) stake by 2.8% in Q3 2026, buying an estimated $15K and bringing the position to 6,300 shares worth $542K. The position accounts for 0.33% of the portfolio, ranked #36.

Oceanside Advisors first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Oceanside Advisors held 6,300 shares of Coca-Cola worth $542K as of Q3 2026.
Oceanside Advisors bought 173 Coca-Cola shares in Q3 2026, an estimated $15K.
Coca-Cola made up 0.33% of Oceanside Advisors's portfolio in Q3 2026, its #36 holding.
Oceanside Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.