O'Keefe Stevens Advisory’s Coca-Cola KO Stock Holding History

O'Keefe Stevens 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	$1.79M	Buy	20,754 +1,825	+10%	+$158K	0.37%	32
2026 Q2	$1.54M	Buy	18,929 +486	+3%	+$38.4K	0.32%	33
2026 Q1	$1.4M	Buy	18,443 +1,596	+9%	+$121K	0.35%	34
2025 Q4	$1.18M	Buy	16,847 +1,034	+7%	+$72.1K	0.31%	34
2025 Q3	$1.05M	Buy	15,813 +464	+3%	+$31.9K	0.28%	38
2025 Q2	$1.09M	Buy	15,349 +2,492	+19%	+$178K	0.31%	36
2025 Q1	$921K	Buy	12,857 +2,701	+27%	+$180K	0.3%	37
2024 Q4	$632K	Buy	10,156 +3,168	+45%	+$207K	0.2%	42
2024 Q3	$502K	Buy	6,988 +2,139	+44%	+$146K	0.15%	45
2024 Q2	$309K	Buy	4,849 +1,044	+27%	+$64.6K	0.1%	51
2024 Q1	$233K	Buy	+3,805	New	+$229K	0.08%	55

Other funds holding KO

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

O'Keefe Stevens Advisory's KO Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Coca-Cola (KO) stake by 9.6% in Q3 2026, buying an estimated $158K and bringing the position to 20,754 shares worth $1.79M. The position accounts for 0.37% of the portfolio, ranked #32.

O'Keefe Stevens Advisory first reported a position in KO in Q1 2024 and has held it in 11 quarters since. 2,470 funds tracked by Wall St. Rank hold KO as of Q3 2026.

O'Keefe Stevens Advisory held 20,754 shares of Coca-Cola worth $1.79M as of Q3 2026.
O'Keefe Stevens Advisory bought 1,825 Coca-Cola shares in Q3 2026, an estimated $158K.
Coca-Cola made up 0.37% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #32 holding.
O'Keefe Stevens Advisory first reported a position in Coca-Cola in Q1 2024 and has held it in 11 quarters since.
2,470 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.