Cornerstone Advisory
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Cornerstone Advisory’s Coca-Cola KO Stock Holding History

Cornerstone Advisory’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 		$889K Buy
10,327
+917
+10% +$79.5K 0.07% 120
2026
Q2 		$765K Buy
9,410
+712
+8% +$56.2K 0.06% 134
2026
Q1 		$661K Buy
8,698
+280
+3% +$21.2K 0.06% 132
2025
Q4 		$589K Sell
8,418
-399
-5% -$27.8K 0.06% 143
2025
Q3 		$585K Buy
8,817
+946
+12% +$65.1K 0.06% 146
2025
Q2 		$557K Buy
7,871
+115
+1% +$8.19K 0.06% 141
2025
Q1 		$556K Buy
7,756
+183
+2% +$12.2K 0.06% 131
2024
Q4 		$522K Buy
7,573
+668
+10% +$43.6K 0.06% 139
2024
Q3 		$496K Buy
6,905
+250
+4% +$17.1K 0.07% 131
2024
Q2 		$424K Sell
6,655
-220
-3% -$13.6K 0.06% 138
2024
Q1 		$421K Buy
6,875
+330
+5% +$19.8K 0.06% 153
2023
Q4 		$386K Buy
6,545
+1,065
+19% +$60.5K 0.06% 159
2023
Q3 		$307K Sell
5,480
-375
-6% -$22.5K 0.05% 169
2023
Q2 		$353K Buy
5,855
+180
+3% +$11.2K 0.06% 161
2023
Q1 		$352K Buy
5,675
+2,287
+68% +$138K 0.06% 160
2022
Q4 		$215K Sell
3,388
-1,546
-31% -$93.3K 0.04% 193
2022
Q3 		$276K Buy
+4,934
New +$307K 0.06% 158
2022
Q2 		– Sell
-4,714
Closed -$292K – 205
2022
Q1 		$292K Sell
4,714
-3,045
-39% -$185K 0.04% 185
2021
Q4 		$460K Buy
7,759
+2,630
+51% +$146K 0.07% 180
2021
Q3 		$269K Sell
5,129
-101
-2% -$5.63K 0.04% 197
2021
Q2 		$283K Buy
5,230
+434
+9% +$23.6K 0.05% 189
2021
Q1 		$253K Buy
4,796
+201
+4% +$10.1K 0.05% 182
2020
Q4 		$252K Sell
4,595
-6,380
-58% -$330K 0.05% 186
2020
Q3 		$542K Buy
+10,975
New +$528K 0.13% 121

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cornerstone Advisory's KO Position: Q3 2026 in Review

Cornerstone Advisory increased its Coca-Cola (KO) stake by 9.7% in Q3 2026, buying an estimated $79.5K and bringing the position to 10,327 shares worth $889K. The position accounts for 0.07% of the portfolio, ranked #120.

Cornerstone Advisory first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 2,330 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Cornerstone Advisory held 10,327 shares of Coca-Cola worth $889K as of Q3 2026.
  • Cornerstone Advisory bought 917 Coca-Cola shares in Q3 2026, an estimated $79.5K.
  • Coca-Cola made up 0.07% of Cornerstone Advisory's portfolio in Q3 2026, its #120 holding.
  • Cornerstone Advisory first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.