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

CogentBlue 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 		$217K Sell
2,668
-45
-2% -$3.55K 0.12% 92
2026
Q1 		$206K Buy
+2,713
New +$205K 0.14% 69

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

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

CogentBlue Wealth Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $3.55K and leaving 2,668 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #92.

CogentBlue Wealth Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CogentBlue Wealth Advisors held 2,668 shares of Coca-Cola worth $217K as of Q2 2026.
  • CogentBlue Wealth Advisors sold 45 Coca-Cola shares in Q2 2026, an estimated $3.55K.
  • Coca-Cola made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • CogentBlue Wealth Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.