WWM
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Whalen Wealth Management’s Coca-Cola KO Stock Holding History

Whalen Wealth Management’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 		$949K Buy
11,020
+362
+3% +$31.4K 0.4% 70
2026
Q2 		$866K Buy
10,658
+2,916
+38% +$230K 0.39% 73
2026
Q1 		$589K Buy
7,742
+353
+5% +$26.7K 0.32% 86
2025
Q4 		$517K Buy
+7,389
New +$515K 0.28% 88
2024
Q3 		– Sell
-3,831
Closed -$244K – 131
2024
Q2 		$244K Buy
+3,831
New +$237K 0.19% 89

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Whalen Wealth Management's KO Position: Q3 2026 in Review

Whalen Wealth Management increased its Coca-Cola (KO) stake by 3.4% in Q3 2026, buying an estimated $31.4K and bringing the position to 11,020 shares worth $949K. The position accounts for 0.4% of the portfolio, ranked #70.

Whalen Wealth Management first reported a position in KO in Q2 2024 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Whalen Wealth Management held 11,020 shares of Coca-Cola worth $949K as of Q3 2026.
  • Whalen Wealth Management bought 362 Coca-Cola shares in Q3 2026, an estimated $31.4K.
  • Coca-Cola made up 0.4% of Whalen Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Whalen Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.