Compass Wealth Management (Georgia)’s Coca-Cola KO Stock Holding History

Compass Wealth Management (Georgia)’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	$313K	Buy	3,852 +3	+0.1%	+$237	0.12%	60
2026 Q1	$293K	Sell	3,849 -5	-0.1%	-$378	0.13%	58
2025 Q4	$269K	Sell	3,854 -287	-7%	-$20K	0.11%	57
2025 Q3	$275K	Hold	4,141	–	–	0.12%	57
2025 Q2	$293K	Buy	+4,141	New	+$295K	0.16%	55

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Compass Wealth Management (Georgia)'s KO Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its Coca-Cola (KO) stake by 0.08% in Q2 2026, buying an estimated $237 and bringing the position to 3,852 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #60.

Compass Wealth Management (Georgia) first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Compass Wealth Management (Georgia) held 3,852 shares of Coca-Cola worth $313K as of Q2 2026.
Compass Wealth Management (Georgia) bought 3 Coca-Cola shares in Q2 2026, an estimated $237.
Coca-Cola made up 0.12% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #60 holding.
Compass Wealth Management (Georgia) first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.