Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Coca-Cola KO Stock Holding History

Patrick M. Sweeney & Associates’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 		$799K Buy
9,277
+36
+0.4% +$3.12K 0.45% 57
2026
Q2 		$751K Buy
9,241
+81
+0.9% +$6.4K 0.43% 61
2026
Q1 		$697K Hold
9,160
– – 0.45% 62
2025
Q4 		$640K Buy
9,160
+166
+2% +$11.6K 0.4% 65
2025
Q3 		$596K Buy
8,994
+100
+1% +$6.88K 0.39% 64
2025
Q2 		$635K Sell
8,894
-92
-1% -$6.55K 0.44% 58
2025
Q1 		$644K Hold
8,986
– – 0.48% 49
2024
Q4 		$559K Buy
8,986
+7
+0.1% +$457 0.42% 64
2024
Q3 		$645K Buy
8,979
+717
+9% +$49.1K 0.47% 55
2024
Q2 		$526K Buy
8,262
+1,184
+17% +$73.3K 0.43% 63
2024
Q1 		$433K Buy
7,078
+115
+2% +$6.91K 0.36% 74
2023
Q4 		$410K Buy
+6,963
New +$396K 0.38% 69

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Patrick M. Sweeney & Associates's KO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Coca-Cola (KO) stake by 0.39% in Q3 2026, buying an estimated $3.12K and bringing the position to 9,277 shares worth $799K. The position accounts for 0.45% of the portfolio, ranked #57.

Patrick M. Sweeney & Associates 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.

  • Patrick M. Sweeney & Associates held 9,277 shares of Coca-Cola worth $799K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 36 Coca-Cola shares in Q3 2026, an estimated $3.12K.
  • Coca-Cola made up 0.45% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #57 holding.
  • Patrick M. Sweeney & Associates 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 Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.