C1AG
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Client 1st Advisory Group’s Coca-Cola KO Stock Holding History

Client 1st Advisory 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
2026
Q2 		– Sell
-3,631
Closed -$276K – 149
2026
Q1 		$276K Hold
3,631
– – 0.08% 110
2025
Q4 		$254K Buy
+3,631
New +$253K 0.08% 124

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
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

Client 1st Advisory Group's KO Position: Q2 2026 in Review

Client 1st Advisory Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,631 shares — an estimated $276K sold.

Client 1st Advisory Group first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Client 1st Advisory Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 3,631 Coca-Cola shares in Q2 2026, an estimated $276K.
  • Client 1st Advisory Group first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
  • Client 1st Advisory Group's Coca-Cola position peaked at $276K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.