Polaris Financial Partners’s Coca-Cola KO Stock Holding History

Polaris Financial Partners’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	$123K	Buy	+1,411	New	+$122K	0.06%	107

Other funds holding KO

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's KO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Coca-Cola (KO) in Q3 2026: 1,411 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings.

24 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Polaris Financial Partners held 1,411 shares of Coca-Cola worth $123K as of Q3 2026.
Coca-Cola was a new Polaris Financial Partners position in Q3 2026.
Coca-Cola made up 0.06% of Polaris Financial Partners's portfolio in Q3 2026, its #107 holding.
24 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.