Straight Path Wealth Management’s Coca-Cola KO Stock Holding History

Straight Path 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	$204K	Buy	+2,367	New	+$205K	0.05%	151

Other funds holding KO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Straight Path Wealth Management's KO Position: Q3 2026 in Review

Straight Path Wealth Management opened a new position in Coca-Cola (KO) in Q3 2026: 2,367 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings.

3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Straight Path Wealth Management held 2,367 shares of Coca-Cola worth $204K as of Q3 2026.
Coca-Cola was a new Straight Path Wealth Management position in Q3 2026.
Coca-Cola made up 0.05% of Straight Path Wealth Management's portfolio in Q3 2026, its #151 holding.
3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.