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

Wealth Quarterback’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 		$1.34M Buy
15,624
+310
+2% +$26.9K 0.41% 45
2026
Q2 		$1.24M Sell
15,314
-196
-1% -$15.5K 0.38% 48
2026
Q1 		$1.18M Sell
15,510
-654
-4% -$49.4K 0.46% 46
2025
Q4 		$1.13M Buy
16,164
+309
+2% +$21.5K 0.41% 45
2025
Q3 		$1.05M Buy
15,855
+205
+1% +$14.1K 0.41% 53
2025
Q2 		$1.11M Buy
15,650
+288
+2% +$20.5K 0.52% 43
2025
Q1 		$1.1M Sell
15,362
-2,306
-13% -$154K 0.62% 37
2024
Q4 		$1.1M Sell
17,668
-2,056
-10% -$134K 0.52% 37
2024
Q3 		$1.42M Buy
19,724
+2,716
+16% +$186K 0.74% 29
2024
Q2 		$1.08M Buy
17,008
+77
+0.5% +$4.77K 0.61% 31
2024
Q1 		$1.04M Sell
16,931
-523
-3% -$31.4K 0.58% 34
2023
Q4 		$1.03M Buy
17,454
+537
+3% +$30.5K 0.63% 29
2023
Q3 		$947K Buy
16,917
+1,323
+8% +$79.4K 0.82% 29
2023
Q2 		$939K Buy
15,594
+425
+3% +$26.4K 0.65% 30
2023
Q1 		$941K Buy
15,169
+371
+3% +$22.5K 0.8% 26
2022
Q4 		$941K Buy
14,798
+285
+2% +$17.2K 0.78% 26
2022
Q3 		$813K Sell
14,513
-119
-0.8% -$7.4K 0.86% 32
2022
Q2 		$921K Buy
+14,632
New +$928K 0.72% 27
2021
Q3 		$920K Buy
30,585
+11,338
+59% +$632K 0.61% 34
2021
Q2 		$1.04M Buy
+19,247
New +$1.05M 0.63% 32
2020
Q4 		$765K Buy
13,950
+1,890
+16% +$97.7K 0.64% 40
2020
Q3 		$539K Hold
12,060
– – 0.49% 55
2020
Q2 		$539K Buy
12,060
+3,622
+43% +$167K 0.49% 55
2020
Q1 		$424K Sell
8,438
-12,359
-59% -$667K 0.39% 59
2019
Q4 		$284K Buy
+20,797
New +$1.12M 0.25% 86

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Quarterback's KO Position: Q3 2026 in Review

Wealth Quarterback increased its Coca-Cola (KO) stake by 2% in Q3 2026, buying an estimated $26.9K and bringing the position to 15,624 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #45.

Wealth Quarterback first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.42M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Wealth Quarterback held 15,624 shares of Coca-Cola worth $1.34M as of Q3 2026.
  • Wealth Quarterback bought 310 Coca-Cola shares in Q3 2026, an estimated $26.9K.
  • Coca-Cola made up 0.41% of Wealth Quarterback's portfolio in Q3 2026, its #45 holding.
  • Wealth Quarterback first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Coca-Cola position peaked at $1.42M in Q3 2024.
  • 1,299 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.