Back to KO
MONTAG A & ASSOCIATES INC → KO
MONTAG A & ASSOCIATES INC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
5
Latest value
$29.5M
Q3 2026
Peak value
$29.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.2M |
| Q4 2025 | $26.1M |
| Q1 2026 | $28.7M |
| Q2 2026 | $26.3M |
| Q3 2026 | $29.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.5M | 340.4K | — | — |
| Q2 2026 | $26.3M | 321.8K | — | — |
| Q1 2026 | $28.7M | 374.9K | — | — |
| Q4 2025 | $26.1M | 373.4K | — | — |
| Q3 2025 | $24.2M | 361.5K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B