Tectonic Advisors
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Tectonic Advisors’s Coca-Cola KO Stock Holding History

Tectonic 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 		$12.9M Buy
149,869
+3,187
+2% +$276K 0.6% 53
2026
Q2 		$11.9M Buy
146,682
+6,295
+4% +$497K 0.57% 54
2026
Q1 		$10.7M Sell
140,387
-6,407
-4% -$484K 0.56% 58
2025
Q4 		$10.3M Buy
146,794
+9,852
+7% +$687K 0.54% 56
2025
Q3 		$9.08M Buy
136,942
+3,860
+3% +$266K 0.5% 63
2025
Q2 		$9.42M Buy
133,082
+10,472
+9% +$746K 0.55% 47
2025
Q1 		$8.78M Buy
122,610
+7,508
+7% +$501K 0.55% 43
2024
Q4 		$7.17M Buy
115,102
+15,149
+15% +$989K 0.47% 52
2024
Q3 		$7.18M Buy
99,953
+9,694
+11% +$664K 0.47% 51
2024
Q2 		$5.74M Buy
90,259
+4,905
+6% +$304K 0.41% 51
2024
Q1 		$5.22M Buy
85,354
+5,544
+7% +$333K 0.4% 56
2023
Q4 		$4.7M Buy
79,810
+4,921
+7% +$280K 0.39% 55
2023
Q3 		$4.19M Buy
74,889
+6,863
+10% +$412K 0.39% 54
2023
Q2 		$4.1M Buy
68,026
+4,696
+7% +$292K 0.5% 45
2023
Q1 		$3.93M Buy
63,330
+8,970
+17% +$543K 0.54% 37
2022
Q4 		$3.46M Buy
54,360
+7,291
+15% +$440K 0.54% 36
2022
Q3 		$2.64M Buy
47,069
+5,446
+13% +$338K 0.49% 38
2022
Q2 		$2.62M Buy
41,623
+4,337
+12% +$275K 0.48% 40
2022
Q1 		$2.31M Buy
37,286
+3,066
+9% +$186K 0.4% 43
2021
Q4 		$2.03M Buy
34,220
+5,553
+19% +$309K 0.36% 48
2021
Q3 		$1.5M Buy
28,667
+2,444
+9% +$136K 0.3% 53
2021
Q2 		$1.42M Buy
26,223
+930
+4% +$50.6K 0.29% 53
2021
Q1 		$1.33M Buy
25,293
+1,537
+6% +$77.4K 0.33% 52
2020
Q4 		$1.3M Buy
+23,756
New +$1.23M 0.36% 52

Other funds holding KO

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Tectonic Advisors's KO Position: Q3 2026 in Review

Tectonic Advisors increased its Coca-Cola (KO) stake by 2.2% in Q3 2026, buying an estimated $276K and bringing the position to 149,869 shares worth $12.9M. The position accounts for 0.6% of the portfolio, ranked #53.

Tectonic Advisors first reported a position in KO in Q4 2020 and has held it in 24 quarters since. 2,507 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Tectonic Advisors held 149,869 shares of Coca-Cola worth $12.9M as of Q3 2026.
  • Tectonic Advisors bought 3,187 Coca-Cola shares in Q3 2026, an estimated $276K.
  • Coca-Cola made up 0.6% of Tectonic Advisors's portfolio in Q3 2026, its #53 holding.
  • Tectonic Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 24 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.