WPG Advisers
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WPG Advisers’s Coca-Cola KO Stock Holding History

WPG Advisers’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 		$203K Buy
2,363
+181
+8% +$15.7K 0.11% 101
2026
Q2 		$177K Buy
2,182
+509
+30% +$40.2K 0.1% 114
2026
Q1 		$127K Sell
1,673
-281
-14% -$21.2K 0.09% 122
2025
Q4 		$137K Sell
1,954
-86
-4% -$6K 0.1% 132
2025
Q3 		$135K Buy
2,040
+40
+2% +$2.75K 0.1% 125
2025
Q2 		$142K Sell
2,000
-308
-13% -$21.9K 0.12% 117
2025
Q1 		$165K Sell
2,308
-1,358
-37% -$90.7K 0.15% 102
2024
Q4 		$228K Buy
+3,666
New +$239K 0.21% 86

Other funds holding KO

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
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
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WPG Advisers's KO Position: Q3 2026 in Review

WPG Advisers increased its Coca-Cola (KO) stake by 8.3% in Q3 2026, buying an estimated $15.7K and bringing the position to 2,363 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #101.

WPG Advisers first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $228K in Q4 2024. 2,173 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • WPG Advisers held 2,363 shares of Coca-Cola worth $203K as of Q3 2026.
  • WPG Advisers bought 181 Coca-Cola shares in Q3 2026, an estimated $15.7K.
  • Coca-Cola made up 0.11% of WPG Advisers's portfolio in Q3 2026, its #101 holding.
  • WPG Advisers first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • WPG Advisers's Coca-Cola position peaked at $228K in Q4 2024.
  • 2,173 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.