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ATTICUS WEALTH MANAGEMENT, LLC → KO

ATTICUS WEALTH MANAGEMENT, LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.7M
Q4 2025$4.9M
Q1 2026$5.3M
Q2 2026$5.7M
Q3 2026$6.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.1M71.2K——
Q2 2026$5.7M70.3K——
Q1 2026$5.3M70.3K——
Q4 2025$4.9M70.2K——
Q3 2025$4.7M70.2K——

Other funds holding KO

Other ATTICUS WEALTH MANAGEMENT, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$98.7M
SPY

STATE STR SPDR S&P 500 ETF T

$95.4M
SPY

SPDR S&P 500 ETF TR

$95.3M
SPY

SPDR S&P 500 ETF TR

$93.9M
SPY

STATE STR SPDR S&P 500 ETF T

$85M
ETHA

ISHARES TR

$25.6M
ETHA

ISHARES TR

$25.4M
ETHA

ISHARES TR

$23.4M