Cerro Pacific Wealth Advisors’s Coca-Cola KO Stock Holding History

Cerro Pacific 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	$267K	Sell	3,281 -172	-5%	-$13.6K	0.06%	143
2026 Q1	$263K	Sell	3,453 -55	-2%	-$4.16K	0.07%	138
2025 Q4	$245K	Sell	3,508 -38	-1%	-$2.65K	0.07%	142
2025 Q3	$235K	Sell	3,546 -1,443	-29%	-$99.3K	0.06%	148
2025 Q2	$353K	Sell	4,989 -604	-11%	-$43K	0.1%	120
2025 Q1	$348K	Sell	5,593 -107	-2%	-$7.15K	0.11%	118
2024 Q4	$410K	Buy	5,700 +26	+0.5%	+$1.7K	0.14%	113
2024 Q3	$361K	Hold	5,674	–	–	0.14%	114
2024 Q2	$361K	Buy	+5,674	New	+$351K	0.14%	114
2023 Q1	$270K	Buy	+4,358	New	+$264K	0.15%	122
2022 Q3	–	Sell	-9,403	Closed	-$592K	–	146
2022 Q2	$592K	Sell	9,403 -3,438	-27%	-$218K	0.37%	73
2022 Q1	$796K	Sell	12,841 -219	-2%	-$13.3K	0.49%	63
2021 Q4	$773K	Buy	13,060 +947	+8%	+$52.7K	0.49%	63
2021 Q3	$636K	Buy	12,113 +4,237	+54%	+$236K	0.46%	74
2021 Q2	$426K	Buy	+7,876	New	+$429K	0.32%	93
2020 Q4	$284K	Buy	+5,184	New	+$268K	0.17%	91

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Cerro Pacific Wealth Advisors's KO Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Coca-Cola (KO) stake by 5% in Q2 2026, selling an estimated $13.6K and leaving 3,281 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #143.

Cerro Pacific Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 16 quarters since. The position peaked at $796K in Q1 2022. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cerro Pacific Wealth Advisors held 3,281 shares of Coca-Cola worth $267K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 172 Coca-Cola shares in Q2 2026, an estimated $13.6K.
Coca-Cola made up 0.06% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Cerro Pacific Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 16 quarters since.
Cerro Pacific Wealth Advisors's Coca-Cola position peaked at $796K in Q1 2022.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.