Trinity Financial Advisors’s Coca-Cola KO Stock Holding History

Trinity Financial 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	$337K	Buy	3,891 +4	+0.1%	+$347	0.09%	72
2026 Q2	$318K	Buy	3,887 +4	+0.1%	+$316	0.08%	74
2026 Q1	$297K	Hold	3,883	–	–	0.08%	73
2025 Q4	$271K	Buy	3,883 +9	+0.2%	+$627	0.08%	77
2025 Q3	$259K	Buy	3,874 +4	+0.1%	+$275	0.07%	88
2025 Q2	$276K	Hold	3,870	–	–	0.08%	77
2025 Q1	$283K	Sell	3,870 -3	-0.1%	-$200	0.1%	72
2024 Q4	$240K	Buy	3,873 +8	+0.2%	+$522	0.09%	74
2024 Q3	$258K	Buy	3,865 +11	+0.3%	+$753	0.12%	68
2024 Q2	$247K	Buy	3,854 +4	+0.1%	+$248	0.11%	72
2024 Q1	$236K	Hold	3,850	–	–	0.11%	65
2023 Q4	$227K	Buy	3,850 +9	+0.2%	+$511	0.11%	67
2023 Q3	$215K	Buy	3,841 +4	+0.1%	+$240	0.11%	69
2023 Q2	$231K	Buy	3,837 +4	+0.1%	+$249	0.12%	68
2023 Q1	$238K	Hold	3,833	–	–	0.15%	62
2022 Q4	$244K	Hold	3,833	–	–	0.16%	56
2022 Q3	$215K	Buy	+3,833	New	+$238K	0.16%	67
2022 Q2	–	Sell	-3,833	Closed	-$238K	–	43
2022 Q1	$238K	Hold	3,833	–	–	0.15%	58
2021 Q4	$227K	Hold	3,833	–	–	0.13%	57
2021 Q3	$201K	Hold	3,833	–	–	0.13%	52
2021 Q2	$207K	Buy	+3,833	New	+$209K	0.15%	52

Other funds holding KO

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Trinity Financial Advisors's KO Position: Q3 2026 in Review

Trinity Financial Advisors increased its Coca-Cola (KO) stake by 0.1% in Q3 2026, buying an estimated $347 and bringing the position to 3,891 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #72.

Trinity Financial Advisors first reported a position in KO in Q2 2021 and has held it in 21 quarters since. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Trinity Financial Advisors held 3,891 shares of Coca-Cola worth $337K as of Q3 2026.
Trinity Financial Advisors bought 4 Coca-Cola shares in Q3 2026, an estimated $347.
Coca-Cola made up 0.09% of Trinity Financial Advisors's portfolio in Q3 2026, its #72 holding.
Trinity Financial Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.