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CMH Wealth Management’s Coca-Cola KO Stock Holding History

CMH Wealth Management’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 		$385K Sell
4,712
-163
-3% -$12.9K 0.06% 102
2026
Q1 		$373K Buy
+4,875
New +$369K 0.06% 101

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

CMH Wealth Management's KO Position: Q2 2026 in Review

CMH Wealth Management reduced its Coca-Cola (KO) stake by 3.3% in Q2 2026, selling an estimated $12.9K and leaving 4,712 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #102.

CMH Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CMH Wealth Management held 4,712 shares of Coca-Cola worth $385K as of Q2 2026.
  • CMH Wealth Management sold 163 Coca-Cola shares in Q2 2026, an estimated $12.9K.
  • Coca-Cola made up 0.06% of CMH Wealth Management's portfolio in Q2 2026, its #102 holding.
  • CMH Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.