Osprey Private Wealth
KO icon

Osprey Private Wealth’s Coca-Cola KO Stock Holding History

Osprey Private Wealth’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 		$343K Hold
3,986
– – 0.08% 74
2026
Q2 		$324K Hold
3,986
– – 0.08% 75
2026
Q1 		$303K Hold
3,986
– – 0.09% 69
2025
Q4 		$279K Sell
3,986
-150
-4% -$10.5K 0.08% 72
2025
Q3 		$274K Buy
+4,136
New +$285K 0.1% 55

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Osprey Private Wealth's KO Position: Q3 2026 in Review

Osprey Private Wealth held its Coca-Cola (KO) position steady in Q3 2026 at 3,986 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #74.

Osprey Private Wealth first reported a position in KO in Q3 2025 and has held it in 5 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Osprey Private Wealth held 3,986 shares of Coca-Cola worth $343K as of Q3 2026.
  • Osprey Private Wealth left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.08% of Osprey Private Wealth's portfolio in Q3 2026, its #74 holding.
  • Osprey Private Wealth first reported a position in Coca-Cola in Q3 2025 and has held it in 5 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Osprey Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.