CM Wealth Advisors’s Coca-Cola KO Stock Holding History

CM Wealth Advisors’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 Q1	$481K	Buy	6,281 +1,151	+22%	+$87K	0.1%	81
2025 Q4	$359K	Buy	5,130 +1,549	+43%	+$108K	0.08%	99
2025 Q3	$239K	Buy	3,581 +50	+1%	+$3.44K	0.06%	82
2025 Q2	$252K	Hold	3,531	–	–	0.07%	76
2025 Q1	$255K	Hold	3,531	–	–	0.08%	76
2024 Q4	$220K	Hold	3,531	–	–	0.07%	80
2024 Q3	$255K	Hold	3,531	–	–	0.08%	77
2024 Q2	$226K	Buy	3,531 +85	+2%	+$5.26K	0.11%	67
2024 Q1	$216K	Sell	3,446 -85	-2%	-$5.11K	0.06%	170
2023 Q4	$208K	Buy	+3,531	New	+$201K	0.09%	74
2023 Q3	–	Sell	-3,796	Closed	-$237K	–	129
2023 Q2	$237K	Sell	3,796 -68	-2%	-$4.23K	0.08%	138
2023 Q1	$246K	Buy	3,864 +64	+2%	+$3.88K	0.05%	345
2022 Q4	$242K	Hold	3,800	–	–	0.12%	60
2022 Q3	$215M	Hold	3,800	–	–	0.12%	66
2022 Q2	$241K	Buy	+3,800	New	+$241K	0.15%	61

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CM Wealth Advisors's KO Position: Q1 2026 in Review

CM Wealth Advisors increased its Coca-Cola (KO) stake by 22% in Q1 2026, buying an estimated $87K and bringing the position to 6,281 shares worth $481K. The position accounts for 0.1% of the portfolio, ranked #81.

CM Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 15 quarters since. The position peaked at $215M in Q3 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CM Wealth Advisors held 6,281 shares of Coca-Cola worth $481K as of Q1 2026.
CM Wealth Advisors bought 1,151 Coca-Cola shares in Q1 2026, an estimated $87K.
Coca-Cola made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #81 holding.
CM Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's Coca-Cola position peaked at $215M in Q3 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.