Cedar Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-82
| Closed | -$5.75K | – | 172 |
|
|
2025
Q4 | $5.75K | Hold |
82
| – | – | ﹤0.01% | 183 |
|
|
2025
Q3 | $5.45K | Hold |
82
| – | – | ﹤0.01% | 200 |
|
|
2025
Q2 | $5.78K | Buy |
+82
| New | +$5.84K | ﹤0.01% | 184 |
|
|
2024
Q3 | – | Sell |
-19
| Closed | -$1.21K | – | 283 |
|
|
2024
Q2 | $1.21K | Sell |
19
-133
| -88% | -$8.23K | ﹤0.01% | 288 |
|
|
2024
Q1 | $9.3K | Sell |
152
-36
| -19% | -$2.16K | ﹤0.01% | 256 |
|
|
2023
Q4 | $11.1K | Hold |
188
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $10.5K | Hold |
188
| – | – | ﹤0.01% | 227 |
|
|
2023
Q2 | $11.3K | Hold |
188
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $11.7K | Hold |
188
| – | – | ﹤0.01% | 227 |
|
|
2022
Q4 | $12K | Hold |
188
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $11K | Sell |
188
-72
| -28% | -$4.47K | 0.01% | 248 |
|
|
2022
Q2 | $16K | Hold |
260
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $16K | Sell |
260
-17
| -6% | -$1.03K | 0.01% | 268 |
|
|
2021
Q4 | $16K | Buy |
277
+209
| +307% | +$11.6K | 0.01% | 268 |
|
|
2021
Q3 | $4K | Sell |
68
-475
| -87% | -$26.5K | ﹤0.01% | 252 |
|
|
2021
Q2 | $29K | Hold |
543
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $29K | Hold |
543
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $30K | Buy |
543
+68
| +14% | +$3.52K | 0.02% | 154 |
|
|
2020
Q3 | $23K | Hold |
475
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $21K | Hold |
475
| – | – | 0.01% | 163 |
|
|
2020
Q1 | $21K | Hold |
475
| – | – | 0.01% | 160 |
|
|
2019
Q4 | $26K | Hold |
475
| – | – | 0.02% | 116 |
|
|
2019
Q3 | $26K | Sell |
475
-40
| -8% | -$2.14K | 0.02% | 113 |
|
|
2019
Q2 | $26K | Hold |
515
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $24K | Hold |
515
| – | – | 0.02% | 129 |
|
|
2018
Q4 | $24K | Hold |
515
| – | – | 0.02% | 112 |
|
|
2018
Q3 | $24K | Sell |
515
-66
| -11% | -$3.02K | 0.01% | 108 |
|
|
2018
Q2 | $25K | Hold |
581
| – | – | 0.01% | 98 |
|
|
2018
Q1 | $25K | Hold |
581
| – | – | 0.02% | 93 |
|
|
2017
Q4 | $27K | Hold |
581
| – | – | 0.02% | 92 |
|
|
2017
Q3 | $26K | Hold |
581
| – | – | 0.02% | 96 |
|
|
2017
Q2 | $26K | Hold |
581
| – | – | 0.02% | 95 |
|
|
2017
Q1 | $25K | Buy |
581
+66
| +13% | +$2.75K | 0.02% | 91 |
|
|
2016
Q4 | $21K | Hold |
515
| – | – | 0.01% | 94 |
|
|
2016
Q3 | $22K | Hold |
515
| – | – | 0.02% | 81 |
|
|
2016
Q2 | $23K | Buy |
515
+85
| +20% | +$3.84K | 0.01% | 89 |
|
|
2016
Q1 | $20K | Buy |
+430
| New | +$18.7K | 0.01% | 78 |
|
Other funds holding KO
Cedar Wealth Management's KO Position: Q1 2026 in Review
Cedar Wealth Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 82 shares — an estimated $5.75K sold.
Cedar Wealth Management first reported a position in KO in Q1 2016 and held it in 37 quarters. The position peaked at $30K in Q4 2020. 3,570 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Cedar Wealth Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
- Cedar Wealth Management sold 82 Coca-Cola shares in Q1 2026, an estimated $5.75K.
- Cedar Wealth Management first reported a position in Coca-Cola in Q1 2016 and held it in 37 quarters.
- Cedar Wealth Management's Coca-Cola position peaked at $30K in Q4 2020.
- 3,570 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.