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Buck Wealth Strategies, LLC → KO

Buck Wealth Strategies, LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
5
Latest value
$15.1M
Q3 2026
Peak value
$15.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.5M
Q4 2025$12M
Q1 2026$13.3M
Q2 2026$14.5M
Q3 2026$15.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.1M175.3K——
Q2 2026$14.5M178.4K——
Q1 2026$13.3M175.1K——
Q4 2025$12M172.0K——
Q3 2025$10.5M158.7K——

Other funds holding KO

Other Buck Wealth Strategies, LLC positions

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PDI

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PDI

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PDI

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$57.7M