Cerity Partners’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
Q2 | $92.8M | Buy |
1,142,308
+8,093
| +0.7% | +$639K | 0.11% | 164 |
|
|
2026
Q1 | $86.3M | Buy |
1,134,215
+11,874
| +1% | +$898K | 0.12% | 155 |
|
|
2025
Q4 | $78.5M | Buy |
1,122,341
+88,823
| +9% | +$6.19M | 0.11% | 166 |
|
|
2025
Q3 | $68.5M | Sell |
1,033,518
-34,091
| -3% | -$2.35M | 0.11% | 166 |
|
|
2025
Q2 | $75.5M | Buy |
1,067,609
+29,672
| +3% | +$2.11M | 0.13% | 151 |
|
|
2025
Q1 | $74.3M | Buy |
1,037,937
+114,942
| +12% | +$7.68M | 0.15% | 142 |
|
|
2024
Q4 | $59.7M | Sell |
922,995
-9,107
| -1% | -$594K | 0.13% | 149 |
|
|
2024
Q3 | $67M | Buy |
932,102
+130,626
| +16% | +$8.94M | 0.15% | 147 |
|
|
2024
Q2 | $51M | Sell |
801,476
-56,437
| -7% | -$3.49M | 0.13% | 156 |
|
|
2024
Q1 | $52.6M | Buy |
857,913
+265,458
| +45% | +$15.9M | 0.14% | 153 |
|
|
2023
Q4 | $34.9M | Buy |
592,455
+108,286
| +22% | +$6.15M | 0.11% | 173 |
|
|
2023
Q3 | $27.2M | Sell |
484,169
-112,157
| -19% | -$6.73M | 0.13% | 158 |
|
|
2023
Q2 | $36M | Buy |
596,326
+49,725
| +9% | +$3.09M | 0.14% | 144 |
|
|
2023
Q1 | $44M | Buy |
546,601
+53,496
| +11% | +$3.24M | 0.1% | 141 |
|
|
2022
Q4 | $32.3M | Buy |
493,105
+230,828
| +88% | +$13.9M | 0.21% | 108 |
|
|
2022
Q3 | $14.7M | Sell |
262,277
-6,347
| -2% | -$394K | 0.18% | 116 |
|
|
2022
Q2 | $17M | Buy |
268,624
+147,795
| +122% | +$9.37M | 0.19% | 113 |
|
|
2022
Q1 | $6.58M | Sell |
120,829
-6,513
| -5% | -$396K | 0.1% | 165 |
|
|
2021
Q4 | $6.83M | Buy |
127,342
+21,955
| +21% | +$1.22M | 0.1% | 163 |
|
|
2021
Q3 | $5.53M | Sell |
105,387
-1,495
| -1% | -$83.3K | 0.12% | 149 |
|
|
2021
Q2 | $5.78M | Buy |
106,882
+2,461
| +2% | +$134K | 0.13% | 147 |
|
|
2021
Q1 | $5.5M | Buy |
104,421
+9,565
| +10% | +$481K | 0.13% | 140 |
|
|
2020
Q4 | $5.2M | Buy |
94,856
+7,738
| +9% | +$400K | 0.17% | 121 |
|
|
2020
Q3 | $4.3M | Sell |
87,118
-66,216
| -43% | -$3.18M | 0.18% | 109 |
|
|
2020
Q2 | $6.85M | Sell |
153,334
-31,867
| -17% | -$1.47M | 0.38% | 52 |
|
|
2020
Q1 | $8.2M | Buy |
185,201
+1,024
| +0.6% | +$55.3K | 0.52% | 38 |
|
|
2019
Q4 | $10.2M | Sell |
184,177
-5,709
| -3% | -$307K | 0.52% | 38 |
|
|
2019
Q3 | $10.3M | Buy |
189,886
+7,479
| +4% | +$400K | 0.61% | 36 |
|
|
2019
Q2 | $9.29M | Buy |
182,407
+82,882
| +83% | +$4.06M | 0.59% | 37 |
|
|
2019
Q1 | $4.66M | Sell |
99,525
-3,619
| -4% | -$169K | 0.31% | 68 |
|
|
2018
Q4 | $4.88M | Buy |
103,144
+5,558
| +6% | +$266K | 0.33% | 66 |
|
|
2018
Q3 | $4.51M | Sell |
97,586
-2,706
| -3% | -$124K | 0.31% | 80 |
|
|
2018
Q2 | $4.4M | Buy |
100,292
+2,931
| +3% | +$127K | 0.33% | 74 |
|
|
2018
Q1 | $4.23M | Sell |
97,361
-7,284
| -7% | -$327K | 0.32% | 76 |
|
|
2017
Q4 | $4.8M | Sell |
104,645
-1,360
| -1% | -$62.5K | 0.32% | 73 |
|
|
2017
Q3 | $4.77M | Buy |
106,005
+100,589
| +1,857% | +$4.58M | 0.34% | 65 |
|
|
2017
Q2 | $250K | Sell |
5,416
-81,833
| -94% | -$3.62M | 0.02% | 311 |
|
|
2017
Q1 | $3.7M | Buy |
+87,249
| New | +$3.64M | 0.31% | 66 |
|
Other funds holding KO
VCM
VPM
Cerity Partners's KO Position: Q2 2026 in Review
Cerity Partners increased its Coca-Cola (KO) stake by 0.71% in Q2 2026, buying an estimated $639K and bringing the position to 1,142,308 shares worth $92.8M. The position accounts for 0.11% of the portfolio, ranked #164.
Cerity Partners first reported a position in KO in Q1 2017 and has held it in 38 quarters since. 3,370 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Cerity Partners held 1,142,308 shares of Coca-Cola worth $92.8M as of Q2 2026.
- Cerity Partners bought 8,093 Coca-Cola shares in Q2 2026, an estimated $639K.
- Coca-Cola made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #164 holding.
- Cerity Partners first reported a position in Coca-Cola in Q1 2017 and has held it in 38 quarters since.
- 3,370 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.