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Targeted Financial Services LLC → KO

Targeted Financial Services LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1M
Q1 2026$1.1M
Q2 2026$1.2M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M15.0K——
Q2 2026$1.2M14.9K——
Q1 2026$1.1M14.0K——
Q4 2025$1M14.4K——

Other funds holding KO

Other Targeted Financial Services LLC positions

FIS

FIDELITY MERRIMACK STR TR

$28M
FIS

FIDELITY MERRIMACK STR TR

$26.5M
GS-PD

GOLDMAN SACHS ETF TR

$25.5M
GS-PD

GOLDMAN SACHS ETF TR

$25.4M
GS-PD

GOLDMAN SACHS ETF TR

$24.5M
FIS

FIDELITY MERRIMACK STR TR

$24.3M
GS-PD

GOLDMAN SACHS ETF TR

$22.8M
FIS

FIDELITY MERRIMACK STR TR

$22.5M