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 Q3	–	Sell	-2,668	Closed	-$217K	–	82
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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CogentBlue Wealth Advisors's KO Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Coca-Cola (KO) in Q3 2026, closing a stake of 2,668 shares — an estimated $217K sold.

CogentBlue Wealth Advisors first reported a position in KO in Q1 2026 and held it in 2 quarters. The position peaked at $217K in Q2 2026. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining Coca-Cola position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 2,668 Coca-Cola shares in Q3 2026, an estimated $217K.
CogentBlue Wealth Advisors first reported a position in Coca-Cola in Q1 2026 and held it in 2 quarters.
CogentBlue Wealth Advisors's Coca-Cola position peaked at $217K in Q2 2026.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.