St. Clair Advisors’s Coca-Cola KO Stock Holding History

St. Clair 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	$4.4M	Buy	51,166 +249	+0.5%	+$21.6K	1.09%	17
2026 Q2	$4.14M	Hold	50,917	–	–	1.06%	18
2026 Q1	$3.87M	Buy	50,917 +100	+0.2%	+$7.56K	1.03%	18
2025 Q4	$3.55M	Hold	50,817	–	–	0.92%	20
2025 Q3	$3.37M	Hold	50,817	–	–	0.89%	23
2025 Q2	$3.6M	Hold	50,817	–	–	0.94%	18
2025 Q1	$3.64M	Hold	50,817	–	–	1.02%	16
2024 Q4	$3.16M	Buy	50,817 +889	+2%	+$58K	0.91%	23
2024 Q3	$3.59M	Hold	49,928	–	–	1.02%	18
2024 Q2	$3.18M	Hold	49,928	–	–	1.01%	19
2024 Q1	$3.05M	Hold	49,928	–	–	0.99%	19
2023 Q4	$2.94M	Hold	49,928	–	–	1.01%	19
2023 Q3	$2.79M	Hold	49,928	–	–	1.1%	17
2023 Q2	$3.01M	Buy	49,928 +4,228	+9%	+$263K	1.17%	15
2023 Q1	$2.83M	Buy	45,700 +20,000	+78%	+$1.21M	1.24%	13
2022 Q4	$1.63M	Buy	+25,700	New	+$1.55M	1.03%	17

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

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

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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

St. Clair Advisors's KO Position: Q3 2026 in Review

St. Clair Advisors increased its Coca-Cola (KO) stake by 0.49% in Q3 2026, buying an estimated $21.6K and bringing the position to 51,166 shares worth $4.4M. The position accounts for 1.09% of the portfolio, ranked #17.

St. Clair Advisors first reported a position in KO in Q4 2022 and has held it in 16 quarters since. 1,017 funds tracked by Wall St. Rank hold KO as of Q3 2026.

St. Clair Advisors held 51,166 shares of Coca-Cola worth $4.4M as of Q3 2026.
St. Clair Advisors bought 249 Coca-Cola shares in Q3 2026, an estimated $21.6K.
Coca-Cola made up 1.09% of St. Clair Advisors's portfolio in Q3 2026, its #17 holding.
St. Clair Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
1,017 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.