Stonebridge Wealth Management
KO icon

Stonebridge Wealth Management’s Coca-Cola KO Stock Holding History

Stonebridge 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 		$271K Buy
3,154
+1
+0% +$87 0.24% 31
2026
Q2 		$256K Hold
3,153
– – 0.23% 35
2026
Q1 		$240K Sell
3,153
-40
-1% -$3.02K 0.23% 32
2025
Q4 		$223K Sell
3,193
-99
-3% -$6.9K 0.21% 34
2025
Q3 		$218K Hold
3,292
– – 0.19% 33
2025
Q2 		$233K Buy
+3,292
New +$235K 0.22% 31

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Stonebridge Wealth Management's KO Position: Q3 2026 in Review

Stonebridge Wealth Management increased its Coca-Cola (KO) stake by 0.03% in Q3 2026, buying an estimated $87 and bringing the position to 3,154 shares worth $271K. The position accounts for 0.24% of the portfolio, ranked #31.

Stonebridge Wealth Management first reported a position in KO in Q2 2025 and has held it in 6 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Stonebridge Wealth Management held 3,154 shares of Coca-Cola worth $271K as of Q3 2026.
  • Stonebridge Wealth Management bought 1 Coca-Cola share in Q3 2026, an estimated $87.
  • Coca-Cola made up 0.24% of Stonebridge Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Stonebridge Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 6 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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