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Rhodes Investment Advisors’s Coca-Cola KO Stock Holding History

Rhodes Investment 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 		$1.62M Hold
18,839
– – 1.15% 30
2026
Q2 		$1.53M Sell
18,839
-420
-2% -$33.2K 1.13% 31
2026
Q1 		$1.46M Sell
19,259
-162
-0.8% -$12.2K 1.26% 26
2025
Q4 		$1.36M Buy
+19,421
New +$1.35M 1.1% 33

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
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
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rhodes Investment Advisors's KO Position: Q3 2026 in Review

Rhodes Investment Advisors held its Coca-Cola (KO) position steady in Q3 2026 at 18,839 shares worth $1.62M. The position accounts for 1.15% of the portfolio, ranked #30.

Rhodes Investment Advisors first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Rhodes Investment Advisors held 18,839 shares of Coca-Cola worth $1.62M as of Q3 2026.
  • Rhodes Investment Advisors left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 1.15% of Rhodes Investment Advisors's portfolio in Q3 2026, its #30 holding.
  • Rhodes Investment Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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