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Buttonwood Financial Advisors’s Coca-Cola KO Stock Holding History

Buttonwood Financial Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$542K Sell
6,666
-174
-3% -$13.7K 0.16% 80
2026
Q1 		$520K Sell
6,840
-660
-9% -$49.9K 0.17% 76
2025
Q4 		$524K Sell
7,500
-365
-5% -$25.4K 0.17% 73
2025
Q3 		$522K Sell
7,865
-460
-6% -$31.7K 0.18% 73
2025
Q2 		$589K Sell
8,325
-523
-6% -$37.3K 0.24% 65
2025
Q1 		$634K Sell
8,848
-32
-0.4% -$2.14K 0.28% 59
2024
Q4 		$553K Sell
8,880
-869
-9% -$56.7K 0.24% 70
2024
Q3 		$701K Sell
9,749
-237
-2% -$16.2K 0.31% 55
2024
Q2 		$636K Sell
9,986
-2,484
-20% -$154K 0.3% 60
2024
Q1 		$763K Sell
12,470
-226
-2% -$13.6K 0.36% 55
2023
Q4 		$748K Buy
12,696
+11
+0.1% +$625 0.41% 53
2023
Q3 		$710K Sell
12,685
-738
-5% -$44.3K 0.45% 53
2023
Q2 		$808K Buy
13,423
+5
+0% +$311 0.51% 50
2023
Q1 		$832K Sell
13,418
-56
-0.4% -$3.39K 0.65% 41
2022
Q4 		$857K Sell
13,474
-1,106
-8% -$66.8K 0.72% 39
2022
Q3 		$815K Sell
14,580
-282
-2% -$17.5K 0.73% 36
2022
Q2 		$935K Buy
14,862
+8,338
+128% +$529K 0.84% 34
2022
Q1 		$404K Buy
+6,524
New +$397K 0.36% 49

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Buttonwood Financial Advisors's KO Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Coca-Cola (KO) stake by 2.5% in Q2 2026, selling an estimated $13.7K and leaving 6,666 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #80.

Buttonwood Financial Advisors first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $935K in Q2 2022. 927 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Buttonwood Financial Advisors held 6,666 shares of Coca-Cola worth $542K as of Q2 2026.
  • Buttonwood Financial Advisors sold 174 Coca-Cola shares in Q2 2026, an estimated $13.7K.
  • Coca-Cola made up 0.16% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Buttonwood Financial Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's Coca-Cola position peaked at $935K in Q2 2022.
  • 927 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.