Cedar Mountain Advisors
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Cedar Mountain Advisors’s Coca-Cola KO Stock Holding History

Cedar Mountain 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
Q3 		$14.2K Sell
165
-132
-44% -$11.4K ﹤0.01% 380
2026
Q2 		$24.1K Buy
297
+1
+0.3% +$79 ﹤0.01% 299
2026
Q1 		$22.5K Sell
296
-2
-0.7% -$151 ﹤0.01% 271
2025
Q4 		$20.9K Buy
298
+1
+0.3% +$70 ﹤0.01% 181
2025
Q3 		$19.7K Buy
297
+196
+194% +$13.5K ﹤0.01% 191
2025
Q2 		$7.16K Buy
101
+1
+1% +$71 ﹤0.01% 236
2025
Q1 		$7.19K Hold
100
– – ﹤0.01% 223
2024
Q4 		$6.25K Buy
100
+1
+1% +$65 ﹤0.01% 238
2024
Q3 		$7.11K Hold
99
– – ﹤0.01% 220
2024
Q2 		$6.3K Sell
99
-47
-32% -$2.91K ﹤0.01% 213
2024
Q1 		$8.93K Buy
146
+99
+211% +$5.95K ﹤0.01% 193
2023
Q4 		$2.77K Buy
+47
New +$2.67K ﹤0.01% 246
2022
Q2 		– Sell
-130
Closed -$8K – 323
2022
Q1 		$8K Hold
130
– – ﹤0.01% 195
2021
Q4 		$8K Hold
130
– – ﹤0.01% 197
2021
Q3 		$7K Buy
+130
New +$7.25K ﹤0.01% 209
2021
Q2 		– Sell
-67
Closed -$4K – 283
2021
Q1 		$4K Hold
67
– – ﹤0.01% 232
2020
Q4 		$4K Hold
67
– – ﹤0.01% 222
2020
Q3 		$3K Buy
+67
New +$3.22K ﹤0.01% 212

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cedar Mountain Advisors's KO Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Coca-Cola (KO) stake by 44% in Q3 2026, selling an estimated $11.4K and leaving 165 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Cedar Mountain Advisors first reported a position in KO in Q3 2020 and has held it in 18 quarters since. The position peaked at $24.1K in Q2 2026. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Cedar Mountain Advisors held 165 shares of Coca-Cola worth $14.2K as of Q3 2026.
  • Cedar Mountain Advisors sold 132 Coca-Cola shares in Q3 2026, an estimated $11.4K.
  • Coca-Cola made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #380 holding.
  • Cedar Mountain Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 18 quarters since.
  • Cedar Mountain Advisors's Coca-Cola position peaked at $24.1K in Q2 2026.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.