Centerline Wealth Advisors’s Coca-Cola KO Stock Holding History

Centerline Wealth 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	$294K	Buy	3,614 +14	+0.4%	+$1.11K	0.09%	63
2026 Q1	$274K	Sell	3,600 -7	-0.2%	-$529	0.1%	61
2025 Q4	$252K	Sell	3,607 -18	-0.5%	-$1.25K	0.09%	55
2025 Q3	$240K	Buy	3,625 +5	+0.1%	+$344	0.1%	41
2025 Q2	$256K	Buy	3,620 +21	+0.6%	+$1.5K	0.13%	38
2025 Q1	$258K	Buy	+3,599	New	+$240K	0.15%	31

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Centerline Wealth Advisors's KO Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,614 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #63.

Centerline Wealth Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,226 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Centerline Wealth Advisors held 3,614 shares of Coca-Cola worth $294K as of Q2 2026.
Centerline Wealth Advisors bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
Coca-Cola made up 0.09% of Centerline Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Centerline Wealth Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
1,226 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.