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Commonwealth Financial Services’s Coca-Cola KO Stock Holding History

Commonwealth Financial Services’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 		$1.27M Buy
15,673
+263
+2% +$20.8K 0.17% 89
2026
Q1 		$1.17M Buy
15,410
+497
+3% +$37.6K 0.19% 74
2025
Q4 		$1.04M Buy
14,913
+1,613
+12% +$112K 0.17% 78
2025
Q3 		$882K Buy
13,300
+1,500
+13% +$103K 0.15% 81
2025
Q2 		$835K Buy
11,800
+482
+4% +$34.3K 0.16% 81
2025
Q1 		$811K Buy
11,318
+177
+2% +$11.8K 0.17% 83
2024
Q4 		$694K Buy
11,141
+254
+2% +$16.6K 0.14% 87
2024
Q3 		$781K Sell
10,887
-1,965
-15% -$135K 0.15% 78
2024
Q2 		$809K Buy
12,852
+250
+2% +$15.5K 0.17% 73
2024
Q1 		$743K Hold
12,602
– – 0.18% 75
2023
Q4 		$743K Sell
12,602
-455
-3% -$25.8K 0.17% 75
2023
Q3 		$731K Buy
+13,057
New +$783K 0.22% 75
2017
Q1 		$372K Buy
8,744
+318
+4% +$13.3K 0.41% 28
2016
Q4 		$348K Buy
8,426
+324
+4% +$13.5K 0.34% 34
2016
Q3 		$343K Buy
8,102
+1,083
+15% +$47.5K 0.32% 40
2016
Q2 		$318K Buy
7,019
+1,009
+17% +$45.6K 0.37% 32
2016
Q1 		$279K Sell
6,010
-2,395
-28% -$104K 0.41% 24
2015
Q4 		$361K Sell
8,405
-880
-9% -$37.3K 1.23% 26
2015
Q3 		$373K Hold
9,285
– – 0.44% 27
2015
Q2 		$364K Sell
9,285
-106
-1% -$4.31K 0.39% 29
2015
Q1 		$381K Buy
9,391
+202
+2% +$8.45K 0.34% 34
2014
Q4 		$388K Buy
+9,189
New +$392K 0.35% 37

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

Commonwealth Financial Services's KO Position: Q2 2026 in Review

Commonwealth Financial Services increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $20.8K and bringing the position to 15,673 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #89.

Commonwealth Financial Services first reported a position in KO in Q4 2014 and has held it in 22 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Commonwealth Financial Services held 15,673 shares of Coca-Cola worth $1.27M as of Q2 2026.
  • Commonwealth Financial Services bought 263 Coca-Cola shares in Q2 2026, an estimated $20.8K.
  • Coca-Cola made up 0.17% of Commonwealth Financial Services's portfolio in Q2 2026, its #89 holding.
  • Commonwealth Financial Services first reported a position in Coca-Cola in Q4 2014 and has held it in 22 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.