Proactive Wealth Strategies
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Proactive Wealth Strategies’s Coca-Cola KO Stock Holding History

Proactive Wealth Strategies’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 		$10M Buy
115,636
+3,263
+3% +$283K 1.54% 14
2026
Q2 		$9.13M Buy
112,373
+5,165
+5% +$408K 1.47% 16
2026
Q1 		$8.15M Buy
107,208
+58,625
+121% +$4.43M 1.53% 16
2025
Q4 		$3.4M Buy
48,583
+7,191
+17% +$501K 1.35% 25
2025
Q3 		$2.75M Buy
41,392
+2,495
+6% +$172K 1.18% 26
2025
Q2 		$2.75M Buy
38,897
+5,692
+17% +$405K 1.3% 25
2025
Q1 		$2.38M Buy
33,205
+974
+3% +$65K 1.27% 27
2024
Q4 		$2.01M Buy
32,231
+745
+2% +$48.6K 1.05% 34
2024
Q3 		$2.26M Buy
+31,486
New +$2.16M 1.26% 28

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

Proactive Wealth Strategies's KO Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Coca-Cola (KO) stake by 2.9% in Q3 2026, buying an estimated $283K and bringing the position to 115,636 shares worth $10M. The position accounts for 1.54% of the portfolio, ranked #14.

Proactive Wealth Strategies first reported a position in KO in Q3 2024 and has held it in 9 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Proactive Wealth Strategies held 115,636 shares of Coca-Cola worth $10M as of Q3 2026.
  • Proactive Wealth Strategies bought 3,263 Coca-Cola shares in Q3 2026, an estimated $283K.
  • Coca-Cola made up 1.54% of Proactive Wealth Strategies's portfolio in Q3 2026, its #14 holding.
  • Proactive Wealth Strategies first reported a position in Coca-Cola in Q3 2024 and has held it in 9 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.