Quadcap Wealth Management
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Quadcap Wealth Management’s Coca-Cola KO Stock Holding History

Quadcap Wealth Management’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 		$767K Buy
8,916
+1,177
+15% +$102K 0.07% 200
2026
Q2 		$629K Buy
7,739
+1,478
+24% +$117K 0.06% 243
2026
Q1 		$476K Buy
6,261
+24
+0.4% +$1.81K 0.05% 262
2025
Q4 		$436K Sell
6,237
-510
-8% -$35.6K 0.05% 287
2025
Q3 		$447K Sell
6,747
-236
-3% -$16.2K 0.05% 286
2025
Q2 		$494K Sell
6,983
-143
-2% -$10.2K 0.06% 258
2025
Q1 		$510K Sell
7,126
-89
-1% -$5.94K 0.07% 230
2024
Q4 		$449K Sell
7,215
-752
-9% -$49.1K 0.07% 255
2024
Q3 		$572K Buy
7,967
+695
+10% +$47.6K 0.09% 227
2024
Q2 		$463K Buy
7,272
+527
+8% +$32.6K 0.08% 252
2024
Q1 		$413K Buy
6,745
+589
+10% +$35.4K 0.09% 234
2023
Q4 		$363K Buy
+6,156
New +$350K 0.09% 248

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Quadcap Wealth Management's KO Position: Q3 2026 in Review

Quadcap Wealth Management increased its Coca-Cola (KO) stake by 15% in Q3 2026, buying an estimated $102K and bringing the position to 8,916 shares worth $767K. The position accounts for 0.07% of the portfolio, ranked #200.

Quadcap Wealth Management first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 2,606 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Quadcap Wealth Management held 8,916 shares of Coca-Cola worth $767K as of Q3 2026.
  • Quadcap Wealth Management bought 1,177 Coca-Cola shares in Q3 2026, an estimated $102K.
  • Coca-Cola made up 0.07% of Quadcap Wealth Management's portfolio in Q3 2026, its #200 holding.
  • Quadcap Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 2,606 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.