Optivise Advisory Services’s Coca-Cola KO Stock Holding History

Optivise Advisory Services’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	$515K	Buy	5,988 +192	+3%	+$16.7K	0.25%	104
2026 Q2	$471K	Buy	5,796 +913	+19%	+$72.1K	0.24%	110
2026 Q1	$371K	Sell	4,883 -625	-11%	-$47.2K	0.22%	110
2025 Q4	$385K	Buy	5,508 +1,160	+27%	+$80.9K	0.22%	114
2025 Q3	$288K	Buy	4,348 +602	+16%	+$41.4K	0.17%	133
2025 Q2	$265K	Sell	3,746 -13	-0.3%	-$926	0.14%	153
2025 Q1	$269K	Sell	3,759 -1,703	-31%	-$114K	0.15%	140
2024 Q4	$340K	Buy	5,462 +850	+18%	+$55.5K	0.18%	113
2024 Q3	$331K	Sell	4,612 -594	-11%	-$40.7K	0.17%	112
2024 Q2	$331K	Buy	+5,206	New	+$322K	0.18%	117

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

Optivise Advisory Services's KO Position: Q3 2026 in Review

Optivise Advisory Services increased its Coca-Cola (KO) stake by 3.3% in Q3 2026, buying an estimated $16.7K and bringing the position to 5,988 shares worth $515K. The position accounts for 0.25% of the portfolio, ranked #104.

Optivise Advisory Services first reported a position in KO in Q2 2024 and has held it in 10 quarters since. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Optivise Advisory Services held 5,988 shares of Coca-Cola worth $515K as of Q3 2026.
Optivise Advisory Services bought 192 Coca-Cola shares in Q3 2026, an estimated $16.7K.
Coca-Cola made up 0.25% of Optivise Advisory Services's portfolio in Q3 2026, its #104 holding.
Optivise Advisory Services first reported a position in Coca-Cola in Q2 2024 and has held it in 10 quarters since.
2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.