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CDM Financial Counseling Services’s Coca-Cola KO Stock Holding History

CDM Financial Counseling 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 		$562K Sell
6,919
-380
-5% -$30K 0.48% 45
2026
Q1 		$555K Sell
7,299
-464
-6% -$35.1K 0.53% 47
2025
Q4 		$543K Buy
+7,763
New +$541K 0.51% 48

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDM Financial Counseling Services's KO Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Coca-Cola (KO) stake by 5.2% in Q2 2026, selling an estimated $30K and leaving 6,919 shares worth $562K. The position accounts for 0.48% of the portfolio, ranked #45.

CDM Financial Counseling Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CDM Financial Counseling Services held 6,919 shares of Coca-Cola worth $562K as of Q2 2026.
  • CDM Financial Counseling Services sold 380 Coca-Cola shares in Q2 2026, an estimated $30K.
  • Coca-Cola made up 0.48% of CDM Financial Counseling Services's portfolio in Q2 2026, its #45 holding.
  • CDM Financial Counseling Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.