Third View Private Wealth
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Third View Private Wealth’s Coca-Cola KO Stock Holding History

Third View Private Wealth’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 		$5.85M Buy
67,957
+2,035
+3% +$176K 0.69% 29
2026
Q2 		$5.36M Buy
65,922
+1,769
+3% +$140K 0.66% 29
2026
Q1 		$4.88M Buy
64,153
+2,862
+5% +$216K 0.67% 32
2025
Q4 		$4.28M Buy
+61,291
New +$4.27M 0.58% 32

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Third View Private Wealth's KO Position: Q3 2026 in Review

Third View Private Wealth increased its Coca-Cola (KO) stake by 3.1% in Q3 2026, buying an estimated $176K and bringing the position to 67,957 shares worth $5.85M. The position accounts for 0.69% of the portfolio, ranked #29.

Third View Private Wealth first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Third View Private Wealth held 67,957 shares of Coca-Cola worth $5.85M as of Q3 2026.
  • Third View Private Wealth bought 2,035 Coca-Cola shares in Q3 2026, an estimated $176K.
  • Coca-Cola made up 0.69% of Third View Private Wealth's portfolio in Q3 2026, its #29 holding.
  • Third View Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.