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

Cornerstone 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	$11.4M	Buy	140,475 +1,949	+1%	+$154K	0.49%	51
2026 Q1	$10.5M	Buy	138,526 +4,057	+3%	+$307K	0.53%	46
2025 Q4	$9.4M	Buy	134,469 +2,818	+2%	+$196K	0.49%	48
2025 Q3	$8.73M	Buy	131,651 +4,539	+4%	+$312K	0.48%	47
2025 Q2	$8.99M	Buy	127,112 +5,833	+5%	+$416K	0.55%	41
2025 Q1	$8.69M	Buy	121,279 +3,920	+3%	+$262K	0.59%	37
2024 Q4	$7.31M	Buy	117,359 +4,288	+4%	+$280K	0.49%	47
2024 Q3	$8.13M	Buy	113,071 +1,150	+1%	+$78.7K	0.57%	40
2024 Q2	$7.12M	Buy	111,921 +4,929	+5%	+$305K	0.55%	41
2024 Q1	$6.55M	Buy	106,992 +3,430	+3%	+$206K	0.53%	43
2023 Q4	$6.1M	Buy	103,562 +324	+0.3%	+$18.4K	0.52%	41
2023 Q3	$5.78M	Buy	103,238 +2,801	+3%	+$168K	0.55%	43
2023 Q2	$6.05M	Buy	100,437 +1,753	+2%	+$109K	0.54%	41
2023 Q1	$6.12M	Buy	+98,684	New	+$5.98M	0.6%	38
2022 Q3	$4.7M	Buy	83,932 +5,049	+6%	+$314K	0.52%	43
2022 Q2	$4.96M	Buy	78,883 +1,932	+3%	+$122K	0.55%	41
2022 Q1	$4.77M	Buy	76,951 +2,404	+3%	+$146K	0.46%	47
2021 Q4	$4.42M	Buy	74,547 +1,767	+2%	+$98.4K	0.42%	51
2021 Q3	$3.82M	Buy	72,780 +3,566	+5%	+$199K	0.41%	57
2021 Q2	$3.75M	Buy	69,214 +3,629	+6%	+$197K	0.39%	57
2021 Q1	$3.46M	Buy	65,585 +3,258	+5%	+$164K	0.41%	51
2020 Q4	$3.42M	Buy	62,327 +2,707	+5%	+$140K	0.43%	46
2020 Q3	$2.94M	Buy	59,620 +5,483	+10%	+$264K	0.44%	43
2020 Q2	$2.42M	Buy	54,137 +3,183	+6%	+$147K	0.39%	51
2020 Q1	$2.25M	Buy	50,954 +4,132	+9%	+$223K	0.43%	44
2019 Q4	$2.59M	Buy	46,822 +1,889	+4%	+$102K	0.42%	48
2019 Q3	$2.45M	Buy	44,933 +122	+0.3%	+$6.53K	0.43%	49
2019 Q2	$2.28M	Buy	44,811 +2,932	+7%	+$144K	0.41%	50
2019 Q1	$6.64M	Buy	41,879 +3,926	+10%	+$184K	0.81%	25
2018 Q4	$1.8M	Sell	37,953 -1,234,076	-97%	-$59.1M	0.38%	52
2018 Q3	$28M	Sell	1,272,029 -176,045	-12%	-$8.04M	0.35%	60
2018 Q2	$33.1M	Buy	1,448,074 +1,416,165	+4,438%	+$61.2M	0.37%	59
2018 Q1	$1.36M	Buy	31,909 +1,319	+4%	+$59.2K	0.26%	76
2017 Q4	$1.41M	Buy	30,590 +2,577	+9%	+$118K	0.27%	78
2017 Q3	$1.28M	Buy	28,013 +5,172	+23%	+$235K	0.27%	84
2017 Q2	$1M	Buy	22,841 +7,115	+45%	+$314K	0.22%	96
2017 Q1	$667K	Buy	15,726 +2,681	+21%	+$112K	0.17%	126
2016 Q4	$545K	Buy	13,045 +35	+0.3%	+$1.46K	0.17%	118
2016 Q3	$545K	Buy	+13,010	New	+$570K	0.2%	107

Other funds holding KO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $154K and bringing the position to 140,475 shares worth $11.4M. The position accounts for 0.49% of the portfolio, ranked #51.

Cornerstone Wealth Management first reported a position in KO in Q3 2016 and has held it in 39 quarters since. The position peaked at $33.1M in Q2 2018. 980 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cornerstone Wealth Management held 140,475 shares of Coca-Cola worth $11.4M as of Q2 2026.
Cornerstone Wealth Management bought 1,949 Coca-Cola shares in Q2 2026, an estimated $154K.
Coca-Cola made up 0.49% of Cornerstone Wealth Management's portfolio in Q2 2026, its #51 holding.
Cornerstone Wealth Management first reported a position in Coca-Cola in Q3 2016 and has held it in 39 quarters since.
Cornerstone Wealth Management's Coca-Cola position peaked at $33.1M in Q2 2018.
980 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.