Sweeney & Michel
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Sweeney & Michel’s Coca-Cola KO Stock Holding History

Sweeney & Michel’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 		$216K Buy
2,497
+48
+2% +$4.16K 0.06% 155
2026
Q2 		$213K Buy
+2,449
New +$193K 0.06% 158
2023
Q2 		– Sell
-3,397
Closed -$205K – 102
2023
Q1 		$205K Buy
+3,397
New +$206K 0.11% 98

Other funds holding KO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sweeney & Michel's KO Position: Q3 2026 in Review

Sweeney & Michel increased its Coca-Cola (KO) stake by 2% in Q3 2026, buying an estimated $4.16K and bringing the position to 2,497 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #155.

Sweeney & Michel first reported a position in KO in Q1 2023 and has held it in 3 quarters since. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Sweeney & Michel held 2,497 shares of Coca-Cola worth $216K as of Q3 2026.
  • Sweeney & Michel bought 48 Coca-Cola shares in Q3 2026, an estimated $4.16K.
  • Coca-Cola made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #155 holding.
  • Sweeney & Michel first reported a position in Coca-Cola in Q1 2023 and has held it in 3 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.