TritonPoint Wealth
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TritonPoint Wealth’s Coca-Cola KO Stock Holding History

TritonPoint 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 		$4.22M Sell
49,024
-530
-1% -$46K 0.42% 57
2026
Q2 		$4.03M Sell
49,554
-35
-0.1% -$2.76K 0.4% 60
2026
Q1 		$3.8M Sell
49,589
-881
-2% -$66.6K 0.41% 62
2025
Q4 		$3.53M Sell
50,470
-2,688
-5% -$187K 0.36% 68
2025
Q3 		$3.55M Sell
53,158
-883
-2% -$60.8K 0.3% 81
2025
Q2 		$3.85M Buy
54,041
+2,646
+5% +$188K 0.36% 75
2025
Q1 		$3.71M Sell
51,395
-2,397
-4% -$160K 0.35% 75
2024
Q4 		$3.35M Sell
53,792
-2,787
-5% -$182K 0.3% 83
2024
Q3 		$4.09M Sell
56,579
-318
-0.6% -$21.8K 0.37% 74
2024
Q2 		$3.65M Buy
56,897
+262
+0.5% +$16.2K 0.35% 78
2024
Q1 		$3.61M Sell
56,635
-7,777
-12% -$467K 0.38% 68
2023
Q4 		$3.8M Buy
+64,412
New +$3.66M 0.37% 70

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TritonPoint Wealth's KO Position: Q3 2026 in Review

TritonPoint Wealth reduced its Coca-Cola (KO) stake by 1.1% in Q3 2026, selling an estimated $46K and leaving 49,024 shares worth $4.22M. The position accounts for 0.42% of the portfolio, ranked #57.

TritonPoint Wealth first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 3,275 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • TritonPoint Wealth held 49,024 shares of Coca-Cola worth $4.22M as of Q3 2026.
  • TritonPoint Wealth sold 530 Coca-Cola shares in Q3 2026, an estimated $46K.
  • Coca-Cola made up 0.42% of TritonPoint Wealth's portfolio in Q3 2026, its #57 holding.
  • TritonPoint Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 3,275 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.