Centurion Wealth Management’s Coca-Cola KO Stock Holding History

Centurion Wealth Management’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	$900K	Sell	11,075 -1,242	-10%	-$98.1K	0.22%	105
2026 Q1	$937K	Sell	12,317 -14	-0.1%	-$1.06K	0.21%	100
2025 Q4	$862K	Buy	12,331 +123	+1%	+$8.57K	0.19%	95
2025 Q3	$810K	Buy	12,208 +1,473	+14%	+$101K	0.18%	102
2025 Q2	$759K	Sell	10,735 -816	-7%	-$58.1K	0.22%	81
2025 Q1	$719K	Hold	11,551	–	–	0.23%	78
2024 Q4	$719K	Sell	11,551 -1,034	-8%	-$67.5K	0.22%	78
2024 Q3	$904K	Buy	+12,585	New	+$862K	0.29%	66
2024 Q1	$767K	Buy	12,542 +1,016	+9%	+$61K	0.3%	63
2023 Q4	$679K	Buy	11,526 +105	+0.9%	+$5.96K	0.29%	58
2023 Q3	$639K	Buy	11,421 +149	+1%	+$8.94K	0.31%	59
2023 Q2	$679K	Buy	11,272 +610	+6%	+$37.9K	0.33%	57
2023 Q1	$661K	Buy	10,662 +50	+0.5%	+$3.03K	0.33%	56
2022 Q4	$675K	Buy	+10,612	New	+$641K	0.38%	56

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

Centurion Wealth Management's KO Position: Q2 2026 in Review

Centurion Wealth Management reduced its Coca-Cola (KO) stake by 10% in Q2 2026, selling an estimated $98.1K and leaving 11,075 shares worth $900K. The position accounts for 0.22% of the portfolio, ranked #105.

Centurion Wealth Management first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $937K in Q1 2026. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Centurion Wealth Management held 11,075 shares of Coca-Cola worth $900K as of Q2 2026.
Centurion Wealth Management sold 1,242 Coca-Cola shares in Q2 2026, an estimated $98.1K.
Coca-Cola made up 0.22% of Centurion Wealth Management's portfolio in Q2 2026, its #105 holding.
Centurion Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Coca-Cola position peaked at $937K in Q1 2026.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.