World Equity Group
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World Equity Group’s Coca-Cola KO Stock Holding History

World Equity Group’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 		$1.33M Sell
15,369
-5,787
-27% -$502K 0.55% 38
2026
Q2 		$1.72M Sell
21,156
-21,476
-50% -$1.7M 0.39% 56
2026
Q1 		$3.24M Buy
42,632
+21,210
+99% +$1.6M 0.84% 25
2025
Q4 		$1.5M Buy
21,422
+443
+2% +$30.9K 0.42% 45
2025
Q3 		$1.39M Sell
20,979
-721
-3% -$49.6K 0.32% 68
2025
Q2 		$1.54M Sell
21,700
-9
-0% -$641 0.42% 52
2025
Q1 		$1.56M Buy
21,709
+726
+3% +$48.5K 0.44% 50
2024
Q4 		$1.31M Buy
20,983
+189
+0.9% +$12.3K 0.28% 78
2024
Q3 		$1.49M Sell
20,794
-1,878
-8% -$129K 0.54% 43
2024
Q2 		$1.44M Sell
22,672
-19,642
-46% -$1.22M 0.43% 65
2024
Q1 		$2.59M Buy
42,314
+1,868
+5% +$112K 0.53% 46
2023
Q4 		$2.55M Sell
40,446
-404
-1% -$22.9K 0.51% 47
2023
Q3 		$2.29M Buy
40,850
+20,693
+103% +$1.24M 0.48% 50
2023
Q2 		$1.21M Buy
20,157
+5,903
+41% +$367K 0.36% 74
2023
Q1 		$837K Sell
14,254
-8,462
-37% -$512K 0.13% 189
2022
Q4 		$1.44M Buy
22,716
+4,939
+28% +$298K 0.34% 81
2022
Q3 		$996K Buy
17,777
+9,221
+108% +$573K 0.25% 102
2022
Q2 		$538K Buy
8,556
+521
+6% +$33K 0.14% 171
2022
Q1 		$498K Buy
+8,035
New +$489K 0.11% 211

Other funds holding KO

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

World Equity Group's KO Position: Q3 2026 in Review

World Equity Group reduced its Coca-Cola (KO) stake by 27% in Q3 2026, selling an estimated $502K and leaving 15,369 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #38.

World Equity Group first reported a position in KO in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.24M in Q1 2026. 954 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • World Equity Group held 15,369 shares of Coca-Cola worth $1.33M as of Q3 2026.
  • World Equity Group sold 5,787 Coca-Cola shares in Q3 2026, an estimated $502K.
  • Coca-Cola made up 0.55% of World Equity Group's portfolio in Q3 2026, its #38 holding.
  • World Equity Group first reported a position in Coca-Cola in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Coca-Cola position peaked at $3.24M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.