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 Q2	$590K	Buy	7,208 +927	+15%	+$73.2K	0.11%	90
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	$215K	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 $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 $3.37T AUM 44.26% 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

CM Wealth Advisors's KO Position: Q2 2026 in Review

CM Wealth Advisors increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $73.2K and bringing the position to 7,208 shares worth $590K. The position accounts for 0.11% of the portfolio, ranked #90.

CM Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 16 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

CM Wealth Advisors held 7,208 shares of Coca-Cola worth $590K as of Q2 2026.
CM Wealth Advisors bought 927 Coca-Cola shares in Q2 2026, an estimated $73.2K.
Coca-Cola made up 0.11% of CM Wealth Advisors's portfolio in Q2 2026, its #90 holding.
CM Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 16 quarters since.
3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.