Cordatus Wealth Management’s Coca-Cola KO Stock Holding History

Cordatus Wealth Management’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	$1.58M	Buy	19,436 +279	+1%	+$22K	0.35%	66
2026 Q1	$1.46M	Sell	19,157 -139	-0.7%	-$10.5K	0.35%	69
2025 Q4	$1.35M	Buy	19,296 +464	+2%	+$32.3K	0.31%	72
2025 Q3	$1.25M	Buy	18,832 +74	+0.4%	+$5.09K	0.29%	73
2025 Q2	$1.33M	Buy	18,758 +9	+0%	+$641	0.33%	78
2025 Q1	$1.34M	Buy	18,749 +1,416	+8%	+$94.6K	0.37%	73
2024 Q4	$1.08M	Buy	17,333 +970	+6%	+$63.3K	0.28%	79
2024 Q3	$1.18M	Buy	16,363 +244	+2%	+$16.7K	0.42%	59
2024 Q2	$1.03M	Buy	+16,119	New	+$998K	0.38%	63
2023 Q3	–	Sell	-10,755	Closed	-$648K	–	105
2023 Q2	$648K	Buy	+10,755	New	+$669K	0.24%	74
2022 Q4	–	Sell	-3,568	Closed	-$200K	–	78
2022 Q3	$200K	Sell	3,568 -118	-3%	-$7.33K	0.21%	59
2022 Q2	$232K	Buy	3,686 +226	+7%	+$14.3K	0.11%	132
2022 Q1	$215K	Buy	+3,460	New	+$210K	0.08%	148

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cordatus Wealth Management's KO Position: Q2 2026 in Review

Cordatus Wealth Management increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $22K and bringing the position to 19,436 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #66.

Cordatus Wealth Management first reported a position in KO in Q1 2022 and has held it in 13 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cordatus Wealth Management held 19,436 shares of Coca-Cola worth $1.58M as of Q2 2026.
Cordatus Wealth Management bought 279 Coca-Cola shares in Q2 2026, an estimated $22K.
Coca-Cola made up 0.35% of Cordatus Wealth Management's portfolio in Q2 2026, its #66 holding.
Cordatus Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 13 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.