Three Bridge Wealth Advisors’s Coca-Cola KO Stock Holding History

Three Bridge Wealth 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	$13.4K	Buy	+155	New	+$13.4K	﹤0.01%	215
2025 Q1	–	Sell	-3,539	Closed	-$220K	–	90
2024 Q4	$220K	Sell	3,539 -89	-2%	-$5.81K	0.08%	89
2024 Q3	$263K	Sell	3,628 -227	-6%	-$15.5K	0.1%	76
2024 Q2	$247K	Hold	3,855	–	–	0.1%	78
2024 Q1	$238K	Sell	3,855 -78	-2%	-$4.68K	0.09%	83
2023 Q4	$232K	Sell	3,933 -311	-7%	-$17.7K	0.08%	85
2023 Q3	$240K	Sell	4,244 -333	-7%	-$20K	0.1%	77
2023 Q2	$278K	Hold	4,577	–	–	0.12%	76
2023 Q1	$285K	Buy	+4,577	New	+$277K	0.13%	73
2022 Q4	–	Sell	-3,907	Closed	-$221K	–	86
2022 Q3	$221K	Sell	3,907 -90	-2%	-$5.59K	0.11%	79
2022 Q2	$253K	Hold	3,997	–	–	0.12%	77
2022 Q1	$250K	Buy	+3,997	New	+$243K	0.07%	81

Other funds holding KO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Three Bridge Wealth Advisors's KO Position: Q3 2026 in Review

Three Bridge Wealth Advisors opened a new position in Coca-Cola (KO) in Q3 2026: 155 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Three Bridge Wealth Advisors previously reported a position in KO as recently as Q4 2024.

Three Bridge Wealth Advisors first reported a position in KO in Q1 2022 and has held it in 12 quarters since. The position peaked at $285K in Q1 2023. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Three Bridge Wealth Advisors held 155 shares of Coca-Cola worth $13.4K as of Q3 2026.
Coca-Cola was a new Three Bridge Wealth Advisors position in Q3 2026.
Coca-Cola made up ﹤0.01% of Three Bridge Wealth Advisors's portfolio in Q3 2026, its #215 holding.
Three Bridge Wealth Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 12 quarters since.
Three Bridge Wealth Advisors's Coca-Cola position peaked at $285K in Q1 2023.
3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.