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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cordatus Wealth Management's KO Position: Q1 2026 in Review

Cordatus Wealth Management reduced its Coca-Cola (KO) stake by 0.72% in Q1 2026, selling an estimated $10.5K and leaving 19,157 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #69.

Cordatus Wealth Management first reported a position in KO in Q1 2022 and has held it in 12 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cordatus Wealth Management held 19,157 shares of Coca-Cola worth $1.46M as of Q1 2026.
Cordatus Wealth Management sold 139 Coca-Cola shares in Q1 2026, an estimated $10.5K.
Coca-Cola made up 0.35% of Cordatus Wealth Management's portfolio in Q1 2026, its #69 holding.
Cordatus Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 12 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.