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CWA Asset Management Group’s Coca-Cola KO Stock Holding History

CWA Asset Management Group’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
2025
Q3 		– Sell
-11,800
Closed -$7.2K – 692
2025
Q2 		$7.2K Sell
11,800
-200
-2% -$14.2K ﹤0.01% 638
2025
Q1 		$600 Buy
+12,000
New +$801K ﹤0.01% 597

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CWA Asset Management Group's KO Position: Q2 2026 in Review

CWA Asset Management Group increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $228K and bringing the position to 31,423 shares worth $2.55M. The position accounts for 0.08% of the portfolio, ranked #240.

CWA Asset Management Group first reported a position in KO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.44M in Q3 2018. 1,742 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CWA Asset Management Group held 31,423 shares of Coca-Cola worth $2.55M as of Q2 2026.
  • CWA Asset Management Group bought 2,886 Coca-Cola shares in Q2 2026, an estimated $228K.
  • Coca-Cola made up 0.08% of CWA Asset Management Group's portfolio in Q2 2026, its #240 holding.
  • CWA Asset Management Group first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
  • CWA Asset Management Group's Coca-Cola position peaked at $3.44M in Q3 2018.
  • 1,742 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.