Wiser Wealth Management
KO icon

Wiser Wealth Management’s Coca-Cola KO Stock Holding History

Wiser 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 		$395K Sell
4,589
-784
-15% -$68K 0.07% 51
2026
Q2 		$437K Buy
5,373
+44
+0.8% +$3.48K 0.08% 48
2026
Q1 		$405K Buy
5,329
+849
+19% +$64.2K 0.09% 46
2025
Q4 		$313K Buy
+4,480
New +$312K 0.07% 45

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Wiser Wealth Management reduced its Coca-Cola (KO) stake by 15% in Q3 2026, selling an estimated $68K and leaving 4,589 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #51.

Wiser Wealth Management first reported a position in KO in Q4 2025 and has held it in 4 quarters since. The position peaked at $437K in Q2 2026. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Wiser Wealth Management held 4,589 shares of Coca-Cola worth $395K as of Q3 2026.
  • Wiser Wealth Management sold 784 Coca-Cola shares in Q3 2026, an estimated $68K.
  • Coca-Cola made up 0.07% of Wiser Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Wiser Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • Wiser Wealth Management's Coca-Cola position peaked at $437K in Q2 2026.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.