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

Root 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 		$1.01M Buy
11,680
+303
+3% +$26.3K 0.03% 137
2026
Q2 		$925K Buy
11,377
+1,582
+16% +$125K 0.04% 128
2026
Q1 		$745K Buy
9,795
+610
+7% +$46.1K 0.03% 124
2025
Q4 		$642K Buy
9,185
+603
+7% +$42K 0.03% 132
2025
Q3 		$569K Buy
8,582
+883
+11% +$60.8K 0.04% 131
2025
Q2 		$545K Buy
7,699
+1,828
+31% +$130K 0.05% 117
2025
Q1 		$420K Buy
5,871
+254
+5% +$17K 0.04% 127
2024
Q4 		$350K Buy
5,617
+902
+19% +$58.9K 0.04% 140
2024
Q3 		$339K Buy
4,715
+1,073
+29% +$73.5K 0.05% 117
2024
Q2 		$232K Sell
3,642
-919
-20% -$56.9K 0.05% 102
2024
Q1 		$279K Buy
+4,561
New +$274K 0.08% 86

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

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

Root Financial Partners increased its Coca-Cola (KO) stake by 2.7% in Q3 2026, buying an estimated $26.3K and bringing the position to 11,680 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #137.

Root Financial Partners first reported a position in KO in Q1 2024 and has held it in 11 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Root Financial Partners held 11,680 shares of Coca-Cola worth $1.01M as of Q3 2026.
  • Root Financial Partners bought 303 Coca-Cola shares in Q3 2026, an estimated $26.3K.
  • Coca-Cola made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #137 holding.
  • Root Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 11 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.