Trinity Wealth Management’s Coca-Cola KO Stock Holding History

Trinity Wealth Management’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	$458K	Buy	+5,323	New	+$462K	0.15%	57

Other funds holding KO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Trinity Wealth Management's KO Position: Q3 2026 in Review

Trinity Wealth Management opened a new position in Coca-Cola (KO) in Q3 2026: 5,323 shares worth $458K. The stake represents 0.15% of the portfolio and ranks #57 among its holdings.

781 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Trinity Wealth Management held 5,323 shares of Coca-Cola worth $458K as of Q3 2026.
Coca-Cola was a new Trinity Wealth Management position in Q3 2026.
Coca-Cola made up 0.15% of Trinity Wealth Management's portfolio in Q3 2026, its #57 holding.
781 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.