Cannon Wealth Management Services’s Coca-Cola KO Stock Holding History

Cannon Wealth Management Services’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	$640K	Sell	7,876 -13	-0.2%	-$1.03K	0.35%	44
2026 Q1	$600K	Sell	7,889 -376	-5%	-$28.4K	0.41%	42
2025 Q4	$578K	Buy	8,265 +81	+1%	+$5.65K	0.41%	41
2025 Q3	$543K	Buy	8,184 +63	+0.8%	+$4.34K	0.41%	40
2025 Q2	$575K	Buy	8,121 +9	+0.1%	+$641	0.47%	37
2025 Q1	$587K	Sell	8,112 -40	-0.5%	-$2.67K	0.52%	33
2024 Q4	$516K	Buy	8,152 +87	+1%	+$5.68K	0.45%	39
2024 Q3	$580K	Buy	+8,065	New	+$552K	0.53%	38

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cannon Wealth Management Services's KO Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Coca-Cola (KO) stake by 0.16% in Q2 2026, selling an estimated $1.03K and leaving 7,876 shares worth $640K. The position accounts for 0.35% of the portfolio, ranked #44.

Cannon Wealth Management Services first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cannon Wealth Management Services held 7,876 shares of Coca-Cola worth $640K as of Q2 2026.
Cannon Wealth Management Services sold 13 Coca-Cola shares in Q2 2026, an estimated $1.03K.
Coca-Cola made up 0.35% of Cannon Wealth Management Services's portfolio in Q2 2026, its #44 holding.
Cannon Wealth Management Services first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.