William Allan Corp
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William Allan Corp’s Coca-Cola KO Stock Holding History

William Allan Corp’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 		$990K Sell
11,501
-506
-4% -$43.9K 0.5% 41
2026
Q2 		$976K Buy
12,007
+1
+0% +$79 0.48% 42
2026
Q1 		$913K Buy
12,006
+380
+3% +$28.7K 0.54% 41
2025
Q4 		$813K Buy
11,626
+386
+3% +$26.9K 0.46% 42
2025
Q3 		$745K Sell
11,240
-395
-3% -$27.2K 0.42% 44
2025
Q2 		$823K Sell
11,635
-325
-3% -$23.2K 0.48% 41
2025
Q1 		$857K Buy
11,960
+815
+7% +$54.4K 0.54% 42
2024
Q4 		$694K Buy
11,145
+134
+1% +$8.75K 0.43% 44
2024
Q3 		$791K Hold
11,011
– – 0.49% 44
2024
Q2 		$701K Sell
11,011
-2,315
-17% -$143K 0.47% 40
2024
Q1 		$815K Hold
13,326
– – 0.54% 39
2023
Q4 		$785K Buy
13,326
+200
+2% +$11.4K 0.56% 37
2023
Q3 		$735K Buy
13,126
+166
+1% +$10K 0.58% 38
2023
Q2 		$780K Sell
12,960
-55
-0.4% -$3.42K 0.6% 36
2023
Q1 		$807K Sell
13,015
-40
-0.3% -$2.42K 0.64% 35
2022
Q4 		$830K Sell
13,055
-897
-6% -$54.2K 0.7% 34
2022
Q3 		$782K Buy
13,952
+900
+7% +$55.9K 0.72% 34
2022
Q2 		$821K Sell
13,052
-27,701
-68% -$1.76M 0.73% 35
2022
Q1 		$2.53M Sell
40,753
-607
-1% -$36.9K 1.9% 23
2021
Q4 		$2.45M Buy
+41,360
New +$2.3M 1.74% 25

Other funds holding KO

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

William Allan Corp's KO Position: Q3 2026 in Review

William Allan Corp reduced its Coca-Cola (KO) stake by 4.2% in Q3 2026, selling an estimated $43.9K and leaving 11,501 shares worth $990K. The position accounts for 0.5% of the portfolio, ranked #41.

William Allan Corp first reported a position in KO in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.53M in Q1 2022. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • William Allan Corp held 11,501 shares of Coca-Cola worth $990K as of Q3 2026.
  • William Allan Corp sold 506 Coca-Cola shares in Q3 2026, an estimated $43.9K.
  • Coca-Cola made up 0.5% of William Allan Corp's portfolio in Q3 2026, its #41 holding.
  • William Allan Corp first reported a position in Coca-Cola in Q4 2021 and has held it in 20 quarters since.
  • William Allan Corp's Coca-Cola position peaked at $2.53M in Q1 2022.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.