S.A. Mason
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S.A. Mason’s Coca-Cola KO Stock Holding History

S.A. Mason’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 		$1.3M Buy
15,124
+122
+0.8% +$10.6K 0.38% 64
2026
Q2 		$1.22M Buy
15,002
+3,746
+33% +$296K 0.37% 66
2026
Q1 		$856K Hold
11,256
– – 0.32% 81
2025
Q4 		$787K Buy
11,256
+2,016
+22% +$141K 0.31% 80
2025
Q3 		$613K Buy
9,240
+7
+0.1% +$482 0.27% 86
2025
Q2 		$653K Buy
9,233
+31
+0.3% +$2.21K 0.32% 75
2025
Q1 		$659K Buy
9,202
+500
+6% +$33.4K 0.35% 71
2024
Q4 		$542K Buy
8,702
+334
+4% +$21.8K 0.28% 81
2024
Q3 		$601K Buy
8,368
+8
+0.1% +$548 0.32% 79
2024
Q2 		$532K Buy
8,360
+341
+4% +$21.1K 0.3% 82
2024
Q1 		$491K Sell
8,019
-349
-4% -$21K 0.29% 90
2023
Q4 		$493K Buy
8,368
+116
+1% +$6.59K 0.33% 83
2023
Q3 		$462K Buy
8,252
+14
+0.2% +$840 0.33% 80
2023
Q2 		$511K Hold
8,238
– – 0.37% 74
2023
Q1 		$511K Sell
8,238
-185
-2% -$11.2K 0.37% 74
2022
Q4 		$536K Buy
8,423
+15
+0.2% +$906 0.4% 69
2022
Q3 		$471K Buy
8,408
+6
+0.1% +$373 0.37% 77
2022
Q2 		$529K Sell
8,402
-183
-2% -$11.6K 0.39% 70
2022
Q1 		$532K Hold
8,585
– – 0.33% 84
2021
Q4 		$508K Buy
8,585
+7
+0.1% +$390 0.31% 91
2021
Q3 		$450K Buy
8,578
+943
+12% +$52.6K 0.3% 95
2021
Q2 		$413K Buy
7,635
+1
+0% +$54 0.28% 97
2021
Q1 		$402K Hold
7,634
– – 0.3% 94
2020
Q4 		$419K Buy
7,634
+185
+2% +$9.6K 0.35% 83
2020
Q3 		$368K Sell
7,449
-281
-4% -$13.5K 0.35% 80
2020
Q2 		$345K Hold
7,730
– – 0.36% 77
2020
Q1 		$342K Buy
7,730
+100
+1% +$5.4K 0.42% 71
2019
Q4 		$422K Buy
+7,630
New +$410K 0.4% 78

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

S.A. Mason's KO Position: Q3 2026 in Review

S.A. Mason increased its Coca-Cola (KO) stake by 0.81% in Q3 2026, buying an estimated $10.6K and bringing the position to 15,124 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #64.

S.A. Mason first reported a position in KO in Q4 2019 and has held it in 28 quarters since. 1,953 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • S.A. Mason held 15,124 shares of Coca-Cola worth $1.3M as of Q3 2026.
  • S.A. Mason bought 122 Coca-Cola shares in Q3 2026, an estimated $10.6K.
  • Coca-Cola made up 0.38% of S.A. Mason's portfolio in Q3 2026, its #64 holding.
  • S.A. Mason first reported a position in Coca-Cola in Q4 2019 and has held it in 28 quarters since.
  • 1,953 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.