CIBC Private Wealth Group’s Coca-Cola KO Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$34.6M	Buy	495,541 +5,620	+1%	+$392K	0.06%	217
2025 Q3	$32.5M	Buy	489,921 +5,496	+1%	+$378K	0.06%	231
2025 Q2	$34.3M	Sell	484,425 -167,932	-26%	-$12M	0.06%	228
2025 Q1	$44.6M	Buy	652,357 +8,201	+1%	+$548K	0.09%	178
2024 Q4	$39.8M	Buy	644,156 +3,779	+0.6%	+$247K	0.07%	197
2024 Q3	$46M	Buy	640,377 +15,159	+2%	+$1.04M	0.08%	185
2024 Q2	$39.4M	Sell	625,218 -12,195	-2%	-$755K	0.07%	193
2024 Q1	$38.7M	Sell	637,413 -8,519	-1%	-$512K	0.08%	198
2023 Q4	$38.1M	Sell	645,932 -8,146	-1%	-$463K	0.08%	196
2023 Q3	$36.6M	Sell	654,078 -31,613	-5%	-$1.9M	0.09%	192
2023 Q2	$41.3M	Buy	685,691 +26,177	+4%	+$1.63M	0.09%	186
2023 Q1	$40.9M	Buy	659,514 +24,901	+4%	+$1.51M	0.09%	185
2022 Q4	$35.9M	Sell	634,613 -2,737	-0.4%	-$165K	0.12%	119
2022 Q3	$35.7M	Sell	637,350 -653	-0.1%	-$40.6K	0.1%	161
2022 Q2	$40.1M	Sell	638,003 -5,492	-0.9%	-$348K	0.1%	156
2022 Q1	$39.9M	Sell	643,495 -12,936	-2%	-$787K	0.09%	167
2021 Q4	$38.9M	Buy	656,431 +18,498	+3%	+$1.03M	0.08%	179
2021 Q3	$33.5M	Sell	637,933 -105,772	-14%	-$5.9M	0.08%	186
2021 Q2	$40.2M	Sell	743,705 -19,045	-2%	-$1.04M	0.09%	167
2021 Q1	$40.2M	Buy	762,750 +5,365	+0.7%	+$270K	0.1%	168
2020 Q4	$41.5M	Sell	757,385 -7,828	-1%	-$405K	0.11%	150
2020 Q3	$37.7M	Buy	765,213 +56,574	+8%	+$2.72M	0.12%	145
2020 Q2	$31.7M	Sell	708,639 -69,744	-9%	-$3.21M	0.15%	103
2020 Q1	$34.4M	Buy	778,383 +27,612	+4%	+$1.49M	0.15%	129
2019 Q4	$41.6M	Sell	750,771 -16,570	-2%	-$891K	0.14%	140
2019 Q3	$41.8M	Sell	767,341 -22,787	-3%	-$1.22M	0.15%	133
2019 Q2	$40.2M	Buy	790,128 +16,638	+2%	+$815K	0.14%	148
2019 Q1	$36.2M	Buy	773,490 +2,242	+0.3%	+$105K	0.14%	151
2018 Q4	$36.5M	Buy	771,248 +2,042	+0.3%	+$97.7K	0.16%	141
2018 Q3	$35.5M	Buy	769,206 +71,939	+10%	+$3.29M	0.13%	158
2018 Q2	$30.6M	Sell	697,267 -16,972	-2%	-$733K	0.12%	167
2018 Q1	$31M	Buy	714,239 +4,346	+0.6%	+$195K	0.13%	164
2017 Q4	$32.6M	Sell	709,893 -8,414	-1%	-$387K	0.14%	163
2017 Q3	$32.3M	Buy	718,307 +43,128	+6%	+$1.96M	0.15%	156
2017 Q2	$30.3M	Sell	675,179 -8,194	-1%	-$362K	0.19%	110
2017 Q1	$29M	Sell	683,373 -24,565	-3%	-$1.02M	0.18%	115
2016 Q4	$29.4M	Sell	707,938 -7,973	-1%	-$332K	0.19%	111
2016 Q3	$30.3M	Buy	715,911 +5,354	+0.8%	+$235K	0.21%	105
2016 Q2	$32.2M	Sell	710,557 -5,044	-0.7%	-$228K	0.24%	101
2016 Q1	$33.2M	Sell	715,601 -13,031	-2%	-$567K	0.26%	93
2015 Q4	$31.3M	Sell	728,632 -48,880	-6%	-$2.07M	0.24%	100
2015 Q3	$31.2M	Sell	777,512 -7,016	-0.9%	-$281K	0.26%	96
2015 Q2	$30.8M	Sell	784,528 -3,294	-0.4%	-$134K	0.22%	98
2015 Q1	$31.9M	Sell	787,822 -20,959	-3%	-$877K	0.24%	98
2014 Q4	$34.1M	Sell	808,781 -31,620	-4%	-$1.35M	0.26%	97
2014 Q3	$35.9M	Sell	840,401 -69,361	-8%	-$2.87M	0.28%	94
2014 Q2	$38.5M	Sell	909,762 -53,463	-6%	-$2.17M	0.31%	94
2014 Q1	$36.9M	Buy	+963,225	New	+$37.2M	0.31%	99

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's KO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Coca-Cola (KO) stake by 1.1% in Q4 2025, buying an estimated $392K and bringing the position to 495,541 shares worth $34.6M. The position accounts for 0.06% of the portfolio, ranked #217.

CIBC Private Wealth Group first reported a position in KO in Q1 2014 and has held it in 48 quarters since. The position peaked at $46M in Q3 2024. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

CIBC Private Wealth Group held 495,541 shares of Coca-Cola worth $34.6M as of Q4 2025.
CIBC Private Wealth Group bought 5,620 Coca-Cola shares in Q4 2025, an estimated $392K.
Coca-Cola made up 0.06% of CIBC Private Wealth Group's portfolio in Q4 2025, its #217 holding.
CIBC Private Wealth Group first reported a position in Coca-Cola in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's Coca-Cola position peaked at $46M in Q3 2024.
3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.