Center for Wealth Management Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Center for Wealth Management Advisory's KO Position: Q2 2026 in Review
Center for Wealth Management Advisory increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $71.3K and bringing the position to 23,983 shares worth $1.95M. The position accounts for 1.22% of the portfolio, ranked #20.
Center for Wealth Management Advisory first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Center for Wealth Management Advisory held 23,983 shares of Coca-Cola worth $1.95M as of Q2 2026.
- Center for Wealth Management Advisory bought 903 Coca-Cola shares in Q2 2026, an estimated $71.3K.
- Coca-Cola made up 1.22% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #20 holding.
- Center for Wealth Management Advisory first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.