Shade Tree Advisors’s Coca-Cola KO Stock Holding History

Shade Tree 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	$452K	Buy	+5,250	New	+$455K	0.24%	43

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Shade Tree Advisors's KO Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Coca-Cola (KO) in Q3 2026: 5,250 shares worth $452K. The stake represents 0.24% of the portfolio and ranks #43 among its holdings.

1,330 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Shade Tree Advisors held 5,250 shares of Coca-Cola worth $452K as of Q3 2026.
Coca-Cola was a new Shade Tree Advisors position in Q3 2026.
Coca-Cola made up 0.24% of Shade Tree Advisors's portfolio in Q3 2026, its #43 holding.
1,330 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.