Cromwell Holdings’s Coca-Cola KO Stock Holding History

Cromwell Holdings’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	$1.08M	Buy	13,228 +1,042	+9%	+$82.3K	0.49%	35
2026 Q1	$933K	Hold	12,186	–	–	0.52%	29
2025 Q4	$852K	Hold	12,186	–	–	0.46%	32
2025 Q3	$814K	Hold	12,186	–	–	0.44%	33
2025 Q2	$862K	Hold	12,186	–	–	0.52%	27
2025 Q1	$879K	Hold	12,186	–	–	0.57%	27
2024 Q4	$759K	Hold	12,186	–	–	0.44%	31
2024 Q3	$882K	Hold	12,186	–	–	0.57%	24
2024 Q2	$782K	Buy	+12,186	New	+$754K	0.47%	34

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cromwell Holdings's KO Position: Q2 2026 in Review

Cromwell Holdings increased its Coca-Cola (KO) stake by 8.6% in Q2 2026, buying an estimated $82.3K and bringing the position to 13,228 shares worth $1.08M. The position accounts for 0.49% of the portfolio, ranked #35.

Cromwell Holdings first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cromwell Holdings held 13,228 shares of Coca-Cola worth $1.08M as of Q2 2026.
Cromwell Holdings bought 1,042 Coca-Cola shares in Q2 2026, an estimated $82.3K.
Coca-Cola made up 0.49% of Cromwell Holdings's portfolio in Q2 2026, its #35 holding.
Cromwell Holdings first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.