Cumberland Advisors’s Coca-Cola KO Stock Holding History

Cumberland Advisors’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	$293K	Hold	3,600	–	–	0.1%	43
2026 Q1	$274K	Sell	3,600 -61	-2%	-$4.61K	0.11%	44
2025 Q4	$256K	Hold	3,661	–	–	0.1%	45
2025 Q3	$243K	Hold	3,661	–	–	0.09%	45
2025 Q2	$259K	Sell	3,661 -11	-0.3%	-$784	0.11%	44
2025 Q1	$263K	Buy	3,672 +11	+0.3%	+$735	0.12%	41
2024 Q4	$228K	Hold	3,661	–	–	0.09%	47
2024 Q3	$263K	Hold	3,661	–	–	0.1%	44
2024 Q2	$233K	Hold	3,661	–	–	0.1%	49
2024 Q1	$224K	Sell	3,661 -300	-8%	-$18K	0.08%	53
2023 Q4	$233K	Hold	3,961	–	–	0.1%	48
2023 Q3	$222K	Sell	3,961 -200	-5%	-$12K	0.1%	52
2023 Q2	$251K	Sell	4,161 -107	-3%	-$6.66K	0.11%	53
2023 Q1	$265K	Buy	+4,268	New	+$258K	0.11%	53
2022 Q2	–	Sell	-3,515	Closed	-$218K	–	58
2022 Q1	$218K	Buy	+3,515	New	+$214K	0.05%	56

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 $3.38T AUM 44.17% 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

Cumberland Advisors's KO Position: Q2 2026 in Review

Cumberland Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,600 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #43.

Cumberland Advisors first reported a position in KO in Q1 2022 and has held it in 15 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cumberland Advisors held 3,600 shares of Coca-Cola worth $293K as of Q2 2026.
Cumberland Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.1% of Cumberland Advisors's portfolio in Q2 2026, its #43 holding.
Cumberland Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 15 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.