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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Third View Private Wealth's KO Position: Q2 2026 in Review

Third View Private Wealth increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $140K and bringing the position to 65,922 shares worth $5.36M. The position accounts for 0.66% of the portfolio, ranked #29.

Third View Private Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Third View Private Wealth held 65,922 shares of Coca-Cola worth $5.36M as of Q2 2026.
Third View Private Wealth bought 1,769 Coca-Cola shares in Q2 2026, an estimated $140K.
Coca-Cola made up 0.66% of Third View Private Wealth's portfolio in Q2 2026, its #29 holding.
Third View Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.