Cherry Tree Wealth Management’s Coca-Cola KO Stock Holding History

Cherry Tree 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	$149K	Sell	1,830 -667	-27%	-$52.7K	0.03%	191
2026 Q1	$190K	Hold	2,497	–	–	0.04%	165
2025 Q4	$175K	Buy	2,497 +1,353	+118%	+$94.3K	0.04%	173
2025 Q3	$75.9K	Sell	1,144 -420	-27%	-$28.9K	0.02%	234
2025 Q2	$111K	Sell	1,564 -350	-18%	-$24.9K	0.03%	206
2025 Q1	$137K	Buy	1,914 +56	+3%	+$3.74K	0.03%	189
2024 Q4	$116K	Hold	1,858	–	–	0.03%	196
2024 Q3	$134K	Hold	1,858	–	–	0.03%	190
2024 Q2	$118K	Buy	1,858 +14	+0.8%	+$867	0.03%	188
2024 Q1	$113K	Buy	1,844 +25	+1%	+$1.5K	0.03%	194
2023 Q4	$107K	Hold	1,819	–	–	0.03%	190
2023 Q3	$102K	Hold	1,819	–	–	0.03%	183
2023 Q2	$110K	Buy	+1,819	New	+$113K	0.03%	183

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cherry Tree Wealth Management's KO Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $52.7K and leaving 1,830 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #191.

Cherry Tree Wealth Management first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $190K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cherry Tree Wealth Management held 1,830 shares of Coca-Cola worth $149K as of Q2 2026.
Cherry Tree Wealth Management sold 667 Coca-Cola shares in Q2 2026, an estimated $52.7K.
Coca-Cola made up 0.03% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #191 holding.
Cherry Tree Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Coca-Cola position peaked at $190K in Q1 2026.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.