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

Stronghold 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 		$345K Buy
4,007
+69
+2% +$5.99K 0.48% 62
2026
Q2 		$320K Sell
3,938
-27
-0.7% -$2.13K 0.43% 69
2026
Q1 		$302K Sell
3,965
-36
-0.9% -$2.72K 0.46% 74
2025
Q4 		$280K Buy
+4,001
New +$279K 0.41% 78

Other funds holding KO

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Stronghold Wealth Management increased its Coca-Cola (KO) stake by 1.8% in Q3 2026, buying an estimated $5.99K and bringing the position to 4,007 shares worth $345K. The position accounts for 0.48% of the portfolio, ranked #62.

Stronghold Wealth Management first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Stronghold Wealth Management held 4,007 shares of Coca-Cola worth $345K as of Q3 2026.
  • Stronghold Wealth Management bought 69 Coca-Cola shares in Q3 2026, an estimated $5.99K.
  • Coca-Cola made up 0.48% of Stronghold Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Stronghold Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 664 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.