Whitcomb & Hess’s Coca-Cola KO Stock Holding History

Whitcomb & Hess’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	$236K	Hold	2,741	–	–	0.05%	54
2026 Q2	$223K	Hold	2,741	–	–	0.05%	57
2026 Q1	$208K	Buy	+2,741	New	+$207K	0.05%	59

Other funds holding KO

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Whitcomb & Hess's KO Position: Q3 2026 in Review

Whitcomb & Hess held its Coca-Cola (KO) position steady in Q3 2026 at 2,741 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #54.

Whitcomb & Hess first reported a position in KO in Q1 2026 and has held it in 3 quarters since. 2,092 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Whitcomb & Hess held 2,741 shares of Coca-Cola worth $236K as of Q3 2026.
Whitcomb & Hess left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.05% of Whitcomb & Hess's portfolio in Q3 2026, its #54 holding.
Whitcomb & Hess first reported a position in Coca-Cola in Q1 2026 and has held it in 3 quarters since.
2,092 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.