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Castle Rock Wealth Management, LLC → KO
Castle Rock Wealth Management, LLC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
5
Latest value
$20.9M
Q3 2026
Peak value
$20.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16M |
| Q4 2025 | $18.7M |
| Q1 2026 | $18.7M |
| Q2 2026 | $19.8M |
| Q3 2026 | $20.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.9M | 242.8K | — | — |
| Q2 2026 | $19.8M | 243.8K | — | — |
| Q1 2026 | $18.7M | 244.0K | — | — |
| Q4 2025 | $18.7M | 242.3K | — | — |
| Q3 2025 | $16M | 243.1K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B