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Cornerstone Wealth Group’s Coca-Cola KO Stock Holding History

Cornerstone Wealth 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
Q2 		$2.22M Buy
27,325
+2,416
+10% +$191K 0.13% 129
2026
Q1 		$1.86M Buy
24,909
+719
+3% +$54.4K 0.12% 127
2025
Q4 		$1.69M Sell
24,190
-538
-2% -$37.5K 0.12% 119
2025
Q3 		$1.64M Sell
24,728
-1,275
-5% -$87.8K 0.11% 120
2025
Q2 		$1.84M Buy
26,003
+2,166
+9% +$154K 0.14% 107
2025
Q1 		$1.71M Buy
23,837
+461
+2% +$30.8K 0.14% 115
2024
Q4 		$1.46M Buy
23,376
+401
+2% +$26.2K 0.12% 115
2024
Q3 		$1.65M Buy
22,975
+137
+0.6% +$9.38K 0.14% 111
2024
Q2 		$1.45M Buy
22,838
+296
+1% +$18.3K 0.13% 114
2024
Q1 		$1.38M Buy
22,542
+12,501
+124% +$751K 0.13% 112
2023
Q4 		$592K Sell
10,041
-39,521
-80% -$2.24M 0.08% 98
2023
Q3 		$2.77M Sell
49,562
-112
-0.2% -$6.72K 0.49% 66
2023
Q2 		$2.99M Buy
49,674
+2,897
+6% +$180K 0.54% 67
2023
Q1 		$2.9M Buy
46,777
+278
+0.6% +$16.8K 0.52% 71
2022
Q4 		$2.96M Buy
46,499
+71
+0.2% +$4.29K 0.56% 62
2022
Q3 		$2.6M Sell
46,428
-2,826
-6% -$176K 0.57% 58
2022
Q2 		$3.1M Buy
49,254
+39,929
+428% +$2.53M 0.65% 57
2022
Q1 		$578K Sell
9,325
-566
-6% -$34.4K 0.11% 110
2021
Q4 		$586K Buy
9,891
+807
+9% +$44.9K 0.1% 111
2021
Q3 		$477K Buy
9,084
+929
+11% +$51.8K 0.08% 116
2021
Q2 		$454K Buy
8,155
+157
+2% +$8.54K 0.09% 112
2021
Q1 		$437K Buy
7,998
+300
+4% +$15.1K 0.09% 122
2020
Q4 		$422K Buy
7,698
+260
+3% +$13.4K 0.1% 121
2020
Q3 		$367K Sell
7,438
-54,323
-88% -$2.61M 0.1% 102
2020
Q2 		$2.76M Sell
61,761
-37,652
-38% -$1.73M 0.69% 41
2020
Q1 		$4.4M Buy
99,413
+24,719
+33% +$1.34M 1.55% 16
2019
Q4 		$4.13M Buy
74,694
+34,368
+85% +$1.85M 1.12% 23
2019
Q3 		$2.19M Buy
40,326
+32,185
+395% +$1.72M 0.55% 57
2019
Q2 		$415K Sell
8,141
-38
-0.5% -$1.86K 0.11% 124
2019
Q1 		$383K Buy
+8,179
New +$383K 0.1% 126

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Group's KO Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Coca-Cola (KO) stake by 9.7% in Q2 2026, buying an estimated $191K and bringing the position to 27,325 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #129.

Cornerstone Wealth Group first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.4M in Q1 2020. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cornerstone Wealth Group held 27,325 shares of Coca-Cola worth $2.22M as of Q2 2026.
  • Cornerstone Wealth Group bought 2,416 Coca-Cola shares in Q2 2026, an estimated $191K.
  • Coca-Cola made up 0.13% of Cornerstone Wealth Group's portfolio in Q2 2026, its #129 holding.
  • Cornerstone Wealth Group first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Group's Coca-Cola position peaked at $4.4M in Q1 2020.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.