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 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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cedar Mountain Advisors's KO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Coca-Cola (KO) stake by 0.34% in Q2 2026, buying an estimated $79 and bringing the position to 297 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Cedar Mountain Advisors first reported a position in KO in Q3 2020 and has held it in 17 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cedar Mountain Advisors held 297 shares of Coca-Cola worth $24.1K as of Q2 2026.
Cedar Mountain Advisors bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #299 holding.
Cedar Mountain Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 17 quarters since.
761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.