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Persium Advisors’s Coca-Cola KO Stock Holding History

Persium 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 		$273K Hold
3,170
– – 0.14% 63
2026
Q2 		$258K Hold
3,170
– – 0.17% 66
2026
Q1 		$241K Hold
3,170
– – 0.19% 57
2025
Q4 		$222K Buy
+3,170
New +$221K 0.16% 62
2025
Q2 		– Sell
-2,929
Closed -$210K – 63
2025
Q1 		$210K Sell
2,929
-7,446
-72% -$497K 0.2% 55
2024
Q4 		$646K Buy
+10,375
New +$677K 0.64% 23

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Persium Advisors's KO Position: Q3 2026 in Review

Persium Advisors held its Coca-Cola (KO) position steady in Q3 2026 at 3,170 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #63.

Persium Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $646K in Q4 2024. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Persium Advisors held 3,170 shares of Coca-Cola worth $273K as of Q3 2026.
  • Persium Advisors left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.14% of Persium Advisors's portfolio in Q3 2026, its #63 holding.
  • Persium Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Persium Advisors's Coca-Cola position peaked at $646K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.