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Shira Ridge Wealth Management’s Coca-Cola KO Stock Holding History

Shira Ridge 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 		$237K Buy
2,749
+10
+0.4% +$867 0.08% 72
2026
Q2 		$223K Hold
2,739
– – 0.08% 77
2026
Q1 		$208K Buy
+2,739
New +$207K 0.08% 76
2025
Q2 		– Sell
-2,919
Closed -$209K – 84
2025
Q1 		$209K Buy
+2,919
New +$195K 0.1% 74

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Shira Ridge Wealth Management's KO Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Coca-Cola (KO) stake by 0.37% in Q3 2026, buying an estimated $867 and bringing the position to 2,749 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #72.

Shira Ridge Wealth Management first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Shira Ridge Wealth Management held 2,749 shares of Coca-Cola worth $237K as of Q3 2026.
  • Shira Ridge Wealth Management bought 10 Coca-Cola shares in Q3 2026, an estimated $867.
  • Coca-Cola made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Shira Ridge Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.