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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return