CGC Financial Services’s Coca-Cola KO Stock Holding History

CGC Financial Services’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	$150K	Hold	1,849	–	–	0.03%	79
2026 Q1	$141K	Hold	1,849	–	–	0.04%	77
2025 Q4	$129K	Hold	1,849	–	–	0.03%	86
2025 Q3	$123K	Hold	1,849	–	–	0.03%	80
2025 Q2	$131K	Hold	1,849	–	–	0.04%	77
2025 Q1	$132K	Sell	1,849 -817	-31%	-$54.6K	0.05%	65
2024 Q4	$166K	Hold	2,666	–	–	0.07%	59
2024 Q3	$192K	Buy	2,666 +322	+14%	+$22.1K	0.08%	50
2024 Q2	$149K	Buy	2,344 +750	+47%	+$46.4K	0.06%	55
2024 Q1	$97.5K	Hold	1,594	–	–	0.05%	73
2023 Q4	$93.9K	Buy	1,594 +67	+4%	+$3.81K	0.04%	79
2023 Q3	$85.5K	Sell	1,527 -1,000	-40%	-$60K	0.06%	69
2023 Q2	$152K	Buy	+2,527	New	+$157K	0.1%	52

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

CGC Financial Services's KO Position: Q2 2026 in Review

CGC Financial Services held its Coca-Cola (KO) position steady in Q2 2026 at 1,849 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #79.

CGC Financial Services first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $192K in Q3 2024. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

CGC Financial Services held 1,849 shares of Coca-Cola worth $150K as of Q2 2026.
CGC Financial Services left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #79 holding.
CGC Financial Services first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Coca-Cola position peaked at $192K in Q3 2024.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.