Compton Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Compton Wealth Advisory Group’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	$659K	Hold	7,649	–	–	0.13%	66
2026 Q2	$622K	Hold	7,649	–	–	0.13%	65
2026 Q1	$582K	Hold	7,649	–	–	0.13%	65
2025 Q4	$535K	Hold	7,649	–	–	0.12%	63
2025 Q3	$507K	Hold	7,649	–	–	0.12%	64
2025 Q2	$541K	Buy	7,649 +254	+3%	+$18.1K	0.14%	66
2025 Q1	$530K	Hold	7,395	–	–	0.15%	63
2024 Q4	$460K	Sell	7,395 -206	-3%	-$13.4K	0.12%	79
2024 Q3	$546K	Buy	7,601 +4	+0.1%	+$274	0.14%	77
2024 Q2	$484K	Buy	7,597 +154	+2%	+$9.5K	0.13%	76
2024 Q1	$455K	Hold	7,443	–	–	0.12%	77
2023 Q4	$439K	Sell	7,443 -1,000	-12%	-$56.8K	0.14%	67
2023 Q3	$473K	Hold	8,443	–	–	0.16%	67
2023 Q2	$508K	Sell	8,443 -801	-9%	-$49.8K	0.17%	65
2023 Q1	$573K	Sell	9,244 -9,574	-51%	-$580K	0.2%	61
2022 Q4	$1.2M	Buy	18,818 +781	+4%	+$47.1K	0.47%	45
2022 Q3	$1.01M	Buy	18,037 +551	+3%	+$34.2K	0.43%	50
2022 Q2	$1.1M	Buy	17,486 +8,135	+87%	+$516K	0.47%	46
2022 Q1	$580K	Buy	9,351 +3,072	+49%	+$187K	0.22%	74
2021 Q4	$372K	Buy	6,279 +592	+10%	+$33K	0.16%	66
2021 Q3	$298K	Buy	5,687 +4	+0.1%	+$223	0.14%	68
2021 Q2	$308K	Buy	5,683 +4	+0.1%	+$218	0.14%	67
2021 Q1	$299K	Buy	5,679 +500	+10%	+$25.2K	0.17%	67
2020 Q4	$284K	Sell	5,179 -392	-7%	-$20.3K	0.18%	65
2020 Q3	$275K	Buy	5,571 +406	+8%	+$19.5K	0.21%	59
2020 Q2	$231K	Buy	5,165 +565	+12%	+$26K	0.25%	60
2020 Q1	$204K	Hold	4,600	–	–	0.26%	51
2019 Q4	$255K	Sell	4,600 -264	-5%	-$14.2K	0.23%	52
2019 Q3	$265K	Sell	4,864 -6	-0.1%	-$321	0.15%	58
2019 Q2	$248K	Buy	4,870 +124	+3%	+$6.08K	0.13%	61
2019 Q1	$222K	Buy	4,746 +3	+0.1%	+$140	0.12%	65
2018 Q4	$225K	Buy	+4,743	New	+$227K	0.12%	67

Other funds holding KO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Compton Wealth Advisory Group's KO Position: Q3 2026 in Review

Compton Wealth Advisory Group held its Coca-Cola (KO) position steady in Q3 2026 at 7,649 shares worth $659K. The position accounts for 0.13% of the portfolio, ranked #66.

Compton Wealth Advisory Group first reported a position in KO in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q4 2022. 781 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Compton Wealth Advisory Group held 7,649 shares of Coca-Cola worth $659K as of Q3 2026.
Compton Wealth Advisory Group left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.13% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #66 holding.
Compton Wealth Advisory Group first reported a position in Coca-Cola in Q4 2018 and has held it in 32 quarters since.
Compton Wealth Advisory Group's Coca-Cola position peaked at $1.2M in Q4 2022.
781 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.