Valued Wealth Advisors’s Coca-Cola KO Stock Holding History

Valued 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	$51K	Buy	589 +74	+14%	+$6.42K	0.02%	114
2026 Q2	$42.1K	Buy	515 +22	+4%	+$1.74K	0.02%	121
2026 Q1	$37.8K	Buy	493 +93	+23%	+$7.03K	0.02%	121
2025 Q4	$28K	Buy	400 +29	+8%	+$2.02K	0.01%	132
2025 Q3	$24.8K	Buy	371 +14	+4%	+$964	0.01%	130
2025 Q2	$25.4K	Buy	357 +8	+2%	+$570	0.01%	130
2025 Q1	$25.2K	Buy	349 +8	+2%	+$534	0.02%	133
2024 Q4	$21.2K	Sell	341 -24	-7%	-$1.57K	0.01%	153
2024 Q3	$26.3K	Buy	365 +75	+26%	+$5.14K	0.02%	122
2024 Q2	$18.6K	Buy	290 +44	+18%	+$2.72K	0.01%	140
2024 Q1	$15.1K	Buy	246 +72	+41%	+$4.32K	0.01%	148
2023 Q4	$9.8K	Buy	+174	New	+$9.9K	0.01%	117

Other funds holding KO

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Valued Wealth Advisors's KO Position: Q3 2026 in Review

Valued Wealth Advisors increased its Coca-Cola (KO) stake by 14% in Q3 2026, buying an estimated $6.42K and bringing the position to 589 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #114.

Valued Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 2,544 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Valued Wealth Advisors held 589 shares of Coca-Cola worth $51K as of Q3 2026.
Valued Wealth Advisors bought 74 Coca-Cola shares in Q3 2026, an estimated $6.42K.
Coca-Cola made up 0.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #114 holding.
Valued Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
2,544 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

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