United Advisor Group’s Coca-Cola KO Stock Holding History

United Advisor Group’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	$1.75M	Sell	20,348 -1,742	-8%	-$151K	0.17%	154
2026 Q2	$1.8M	Buy	22,090 +1,826	+9%	+$144K	0.19%	138
2026 Q1	$1.54M	Buy	20,264 +136	+0.7%	+$10.3K	0.19%	133
2025 Q4	$1.41M	Buy	20,128 +4,086	+25%	+$285K	0.18%	139
2025 Q3	$1.07M	Buy	16,042 +4,687	+41%	+$323K	0.14%	158
2025 Q2	$805K	Buy	11,355 +576	+5%	+$41K	0.14%	155
2025 Q1	$774K	Sell	10,779 -2,587	-19%	-$173K	0.16%	141
2024 Q4	$832K	Buy	13,366 +3,717	+39%	+$243K	0.16%	141
2024 Q3	$693K	Buy	9,649 +2,544	+36%	+$174K	0.16%	141
2024 Q2	$452K	Buy	7,105 +1,359	+24%	+$84.1K	0.14%	142
2024 Q1	$352K	Buy	+5,746	New	+$345K	0.13%	147

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

United Advisor Group's KO Position: Q3 2026 in Review

United Advisor Group reduced its Coca-Cola (KO) stake by 7.9% in Q3 2026, selling an estimated $151K and leaving 20,348 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #154.

United Advisor Group first reported a position in KO in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.8M in Q2 2026. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

United Advisor Group held 20,348 shares of Coca-Cola worth $1.75M as of Q3 2026.
United Advisor Group sold 1,742 Coca-Cola shares in Q3 2026, an estimated $151K.
Coca-Cola made up 0.17% of United Advisor Group's portfolio in Q3 2026, its #154 holding.
United Advisor Group first reported a position in Coca-Cola in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Coca-Cola position peaked at $1.8M in Q2 2026.
2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.