William Mack & Associates’s Coca-Cola KO Stock Holding History

William Mack & Associates’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 Q2	$254K	Buy	+3,124	New	+$247K	0.09%	94
2026 Q1	–	Sell	-3,404	Closed	-$238K	–	83
2025 Q4	$238K	Buy	3,404 +18	+0.5%	+$1.25K	0.11%	73
2025 Q3	$225K	Buy	3,386 +1	+0%	+$69	0.12%	77
2025 Q2	$239K	Hold	3,385	–	–	0.15%	71
2025 Q1	$242K	Hold	3,385	–	–	0.21%	60
2024 Q4	$211K	Buy	+3,385	New	+$221K	0.22%	62

Other funds holding KO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return