Allworth Financial Increases Stake in Coca-Cola

Investment firm adds 13,743 shares to its portfolio of the beverage giant

Mar. 19, 2026 at 7:24am

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Allworth Financial LP, an investment management firm, has increased its position in The Coca-Cola Company (NYSE: KO) by 2.3% during the third quarter. The firm now owns 609,073 shares of the company's stock, valued at $40,394,000.

Why it matters

Coca-Cola is a bellwether stock in the consumer staples sector, and changes in institutional ownership can signal broader market trends and investor sentiment around the company and its performance.

The details

According to a recent 13F filing with the Securities and Exchange Commission, Allworth Financial acquired an additional 13,743 shares of Coca-Cola stock during the third quarter. This brings the firm's total holdings in the beverage giant to 609,073 shares, worth approximately $40.4 million. The purchase represents a 2.3% increase in Allworth's position in Coca-Cola.

  • Allworth Financial made the share purchases during the third quarter of 2026.

The players

Allworth Financial LP

An investment management firm that has increased its stake in The Coca-Cola Company.

The Coca-Cola Company

A global beverage manufacturer, marketer, and distributor known for its flagship Coca-Cola soda brand.

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The takeaway

Allworth Financial's increased investment in Coca-Cola suggests the firm sees continued growth potential in the beverage company, which remains a dominant player in the consumer staples sector.