Wealth Effects
KO icon

Wealth Effects’s Coca-Cola KO Stock Holding History

Wealth Effects’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 		$211K Buy
+2,450
New +$212K 0.06% 229
2023
Q2 		– Sell
-3,250
Closed -$202K – 206
2023
Q1 		$202K Hold
3,250
– – 0.1% 171
2022
Q4 		$207K Sell
3,250
-393
-11% -$23.7K 0.12% 166
2022
Q3 		$204K Hold
3,643
– – 0.12% 160
2022
Q2 		$229K Sell
3,643
-83
-2% -$5.26K 0.14% 149
2022
Q1 		$231K Hold
3,726
– – 0.11% 170
2021
Q4 		$221K Buy
+3,726
New +$207K 0.09% 188

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Effects's KO Position: Q3 2026 in Review

Wealth Effects opened a new position in Coca-Cola (KO) in Q3 2026: 2,450 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings. This is a return to the name: Wealth Effects previously reported a position in KO as recently as Q1 2023.

Wealth Effects first reported a position in KO in Q4 2021 and has held it in 7 quarters since. The position peaked at $231K in Q1 2022. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Wealth Effects held 2,450 shares of Coca-Cola worth $211K as of Q3 2026.
  • Coca-Cola was a new Wealth Effects position in Q3 2026.
  • Coca-Cola made up 0.06% of Wealth Effects's portfolio in Q3 2026, its #229 holding.
  • Wealth Effects first reported a position in Coca-Cola in Q4 2021 and has held it in 7 quarters since.
  • Wealth Effects's Coca-Cola position peaked at $231K in Q1 2022.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.