Cherrydale Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Cherrydale Wealth Management's KO Position: Q2 2026 in Review
Cherrydale Wealth Management increased its Coca-Cola (KO) stake by 0.38% in Q2 2026, buying an estimated $869 and bringing the position to 2,899 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #75.
Cherrydale Wealth Management first reported a position in KO in Q3 2024 and has held it in 5 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Cherrydale Wealth Management held 2,899 shares of Coca-Cola worth $236K as of Q2 2026.
- Cherrydale Wealth Management bought 11 Coca-Cola shares in Q2 2026, an estimated $869.
- Coca-Cola made up 0.06% of Cherrydale Wealth Management's portfolio in Q2 2026, its #75 holding.
- Cherrydale Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 5 quarters since.
- 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.