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Cahaba Wealth Management’s Coca-Cola KO Stock Holding History

Cahaba Wealth Management’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 		$951K Sell
11,705
-43
-0.4% -$3.4K 0.06% 61
2026
Q1 		$893K Buy
11,748
+733
+7% +$55.4K 0.06% 61
2025
Q4 		$770K Sell
11,015
-448
-4% -$31.2K 0.05% 69
2025
Q3 		$760K Sell
11,463
-1,147
-9% -$78.9K 0.06% 70
2025
Q2 		$892K Sell
12,610
-3,317
-21% -$236K 0.07% 59
2025
Q1 		$1.14M Buy
15,927
+226
+1% +$15.1K 0.09% 48
2024
Q4 		$978K Sell
15,701
-234
-1% -$15.3K 0.08% 53
2024
Q3 		$1.15M Sell
15,935
-224
-1% -$15.3K 0.09% 47
2024
Q2 		$1.03M Sell
16,159
-125
-0.8% -$7.74K 0.09% 50
2024
Q1 		$996K Sell
16,284
-1,042
-6% -$62.6K 0.09% 51
2023
Q4 		$1.02M Buy
17,326
+45
+0.3% +$2.56K 0.1% 46
2023
Q3 		$967K Sell
17,281
-425
-2% -$25.5K 0.11% 48
2023
Q2 		$1.07M Sell
17,706
-411
-2% -$25.6K 0.12% 45
2023
Q1 		$1.12M Sell
18,117
-698
-4% -$42.3K 0.13% 42
2022
Q4 		$1.2M Sell
18,815
-5,227
-22% -$316K 0.15% 38
2022
Q3 		$1.35M Buy
24,042
+5,447
+29% +$339K 0.19% 36
2022
Q2 		$1.17M Sell
18,595
-20
-0.1% -$1.27K 0.17% 37
2022
Q1 		$1.2M Buy
18,615
+133
+0.7% +$8.09K 0.17% 43
2021
Q4 		$1.09M Buy
18,482
+567
+3% +$31.6K 0.15% 44
2021
Q3 		$940K Buy
17,915
+10,346
+137% +$577K 0.14% 47
2021
Q2 		$431K Buy
7,569
+1,139
+18% +$62K 0.07% 57
2021
Q1 		$338K Sell
6,430
-2,610
-29% -$131K 0.05% 66
2020
Q4 		$438K Buy
+9,040
New +$467K 0.07% 63
2020
Q1 		– Sell
-3,659
Closed -$202K – 80
2019
Q4 		$202K Buy
+3,659
New +$197K 0.04% 76

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cahaba Wealth Management's KO Position: Q2 2026 in Review

Cahaba Wealth Management reduced its Coca-Cola (KO) stake by 0.37% in Q2 2026, selling an estimated $3.4K and leaving 11,705 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #61.

Cahaba Wealth Management first reported a position in KO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.35M in Q3 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cahaba Wealth Management held 11,705 shares of Coca-Cola worth $951K as of Q2 2026.
  • Cahaba Wealth Management sold 43 Coca-Cola shares in Q2 2026, an estimated $3.4K.
  • Coca-Cola made up 0.06% of Cahaba Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Cahaba Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • Cahaba Wealth Management's Coca-Cola position peaked at $1.35M in Q3 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.