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Smith & Howard Wealth Management, LLC → KO
Smith & Howard Wealth Management, LLC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q4 2025 | $5.5M |
| Q1 2026 | $5.8M |
| Q2 2026 | $6.2M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 81.4K | — | — |
| Q2 2026 | $6.2M | 76.1K | — | — |
| Q1 2026 | $5.8M | 76.3K | — | — |
| Q4 2025 | $5.5M | 78.5K | — | — |
| Q3 2025 | $5.2M | 78.5K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B