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

Cranbrook 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	$94.3K	Hold	1,160	–	–	0.02%	170
2026 Q1	$88.2K	Sell	1,160 -336	-22%	-$25.4K	0.02%	163
2025 Q4	$105K	Sell	1,496 -432	-22%	-$30.1K	0.02%	162
2025 Q3	$128K	Buy	1,928 +1,128	+141%	+$77.6K	0.03%	146
2025 Q2	$56.6K	Sell	800 -158	-16%	-$11.3K	0.01%	191
2025 Q1	$68.6K	Buy	958 +65	+7%	+$4.34K	0.02%	174
2024 Q4	$55.6K	Buy	893 +93	+12%	+$6.07K	0.01%	184
2024 Q3	$57.5K	Hold	800	–	–	0.01%	182
2024 Q2	$50.9K	Hold	800	–	–	0.01%	180
2024 Q1	$48.9K	Hold	800	–	–	0.01%	160
2023 Q4	$47.1K	Hold	800	–	–	0.01%	160
2023 Q3	$44.8K	Hold	800	–	–	0.01%	158
2023 Q2	$48.2K	Hold	800	–	–	0.01%	158
2023 Q1	$49.6K	Buy	+800	New	+$48.4K	0.01%	156
2021 Q4	–	Sell	-599	Closed	-$31K	–	393
2021 Q3	$31K	Hold	599	–	–	0.01%	218
2021 Q2	$32K	Hold	599	–	–	0.01%	212
2021 Q1	$32K	Hold	599	–	–	0.01%	217
2020 Q4	$33K	Hold	599	–	–	0.01%	180
2020 Q3	$30K	Hold	599	–	–	0.01%	165
2020 Q2	$27K	Hold	599	–	–	0.01%	166
2020 Q1	$26K	Hold	599	–	–	0.01%	153
2019 Q4	$33K	Hold	599	–	–	0.01%	156
2019 Q3	$33K	Hold	599	–	–	0.01%	154
2019 Q2	$30K	Hold	599	–	–	0.01%	156
2019 Q1	$28K	Hold	599	–	–	0.01%	156
2018 Q4	$28K	Hold	599	–	–	0.01%	146
2018 Q3	$28K	Hold	599	–	–	0.01%	147
2018 Q2	$26K	Hold	599	–	–	0.01%	147
2018 Q1	$26K	Hold	599	–	–	0.01%	144
2017 Q4	$27K	Sell	599 -547	-48%	-$25.1K	0.01%	144
2017 Q3	$52K	Hold	1,146	–	–	0.02%	114
2017 Q2	$51K	Hold	1,146	–	–	0.02%	112
2017 Q1	$49K	Hold	1,146	–	–	0.02%	109
2016 Q4	$48K	Hold	1,146	–	–	0.02%	108
2016 Q3	$48K	Sell	1,146 -166	-13%	-$7.27K	0.02%	103
2016 Q2	$59K	Hold	1,312	–	–	0.03%	90
2016 Q1	$61K	Hold	1,312	–	–	0.03%	95
2015 Q4	$56K	Hold	1,312	–	–	0.03%	97
2015 Q3	$53K	Hold	1,312	–	–	0.03%	99
2015 Q2	$51K	Sell	1,312 -556	-30%	-$22.6K	0.03%	106
2015 Q1	$76K	Hold	1,868	–	–	0.04%	91
2014 Q4	$79K	Hold	1,868	–	–	0.05%	92
2014 Q3	$80K	Hold	1,868	–	–	0.05%	72
2014 Q2	$79K	Hold	1,868	–	–	0.05%	75
2014 Q1	$72K	Sell	1,868 -100	-5%	-$3.86K	0.05%	75
2013 Q4	$81K	Buy	+1,968	New	+$77.6K	0.06%	89

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

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

Cranbrook Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 1,160 shares worth $94.3K. The position accounts for 0.02% of the portfolio, ranked #170.

Cranbrook Wealth Management first reported a position in KO in Q4 2013 and has held it in 46 quarters since. The position peaked at $128K in Q3 2025. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cranbrook Wealth Management held 1,160 shares of Coca-Cola worth $94.3K as of Q2 2026.
Cranbrook Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.02% of Cranbrook Wealth Management's portfolio in Q2 2026, its #170 holding.
Cranbrook Wealth Management first reported a position in Coca-Cola in Q4 2013 and has held it in 46 quarters since.
Cranbrook Wealth Management's Coca-Cola position peaked at $128K in Q3 2025.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.