Prota Financial
KO icon

Prota Financial’s Coca-Cola KO Stock Holding History

Prota Financial’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 		$706K Sell
8,194
-155
-2% -$13.4K 0.45% 33
2026
Q2 		$679K Sell
8,349
-101
-1% -$7.98K 0.45% 35
2026
Q1 		$643K Buy
8,450
+916
+12% +$69.2K 0.47% 28
2025
Q4 		$527K Buy
+7,534
New +$525K 0.38% 32

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Prota Financial's KO Position: Q3 2026 in Review

Prota Financial reduced its Coca-Cola (KO) stake by 1.9% in Q3 2026, selling an estimated $13.4K and leaving 8,194 shares worth $706K. The position accounts for 0.45% of the portfolio, ranked #33.

Prota Financial first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 1,132 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Prota Financial held 8,194 shares of Coca-Cola worth $706K as of Q3 2026.
  • Prota Financial sold 155 Coca-Cola shares in Q3 2026, an estimated $13.4K.
  • Coca-Cola made up 0.45% of Prota Financial's portfolio in Q3 2026, its #33 holding.
  • Prota Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.