Cardinal Point Capital Management’s Coca-Cola KO Stock Holding History

Cardinal Point Capital 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	$426K	Buy	+5,220	New	+$412K	0.02%	196

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Point Capital Management's KO Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 5,220 shares worth $426K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

865 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cardinal Point Capital Management held 5,220 shares of Coca-Cola worth $426K as of Q2 2026.
Coca-Cola was a new Cardinal Point Capital Management position in Q2 2026.
Coca-Cola made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #196 holding.
865 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.