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Cynosure Group’s Coca-Cola KO Stock Holding History

Cynosure 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
2026
Q2 		– Sell
-3,504
Closed -$267K – 226
2026
Q1 		$267K Hold
3,504
– – 0.03% 187
2025
Q4 		$245K Buy
3,504
+46
+1% +$3.21K 0.02% 398
2025
Q3 		$229K Sell
3,458
-10
-0.3% -$688 0.02% 367
2025
Q2 		$245K Buy
3,468
+61
+2% +$4.34K 0.03% 370
2025
Q1 		$244K Hold
3,407
– – 0.03% 367
2024
Q4 		$212K Sell
3,407
-1,650
-33% -$108K 0.03% 365
2024
Q3 		$363K Buy
5,057
+1,602
+46% +$110K 0.05% 311
2024
Q2 		$220K Sell
3,455
-227
-6% -$14.1K 0.04% 331
2024
Q1 		$225K Sell
3,682
-1,850
-33% -$111K 0.04% 309
2023
Q4 		$326K Buy
5,532
+896
+19% +$50.9K 0.06% 131
2023
Q3 		$260K Buy
4,636
+299
+7% +$17.9K 0.08% 131
2023
Q2 		$261K Buy
+4,337
New +$270K 0.08% 121
2020
Q2 		– Sell
-4,884
Closed -$216K – 40
2020
Q1 		$216K Sell
4,884
-861
-15% -$46.5K 0.15% 63
2019
Q4 		$318K Hold
5,745
– – 0.17% 58
2019
Q3 		$313K Sell
5,745
-2,031
-26% -$109K 0.17% 57
2019
Q2 		$396K Buy
+7,776
New +$381K 0.18% 61

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cynosure Group's KO Position: Q2 2026 in Review

Cynosure Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,504 shares — an estimated $267K sold.

Cynosure Group first reported a position in KO in Q2 2019 and held it in 16 quarters. The position peaked at $396K in Q2 2019. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cynosure Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Cynosure Group sold 3,504 Coca-Cola shares in Q2 2026, an estimated $267K.
  • Cynosure Group first reported a position in Coca-Cola in Q2 2019 and held it in 16 quarters.
  • Cynosure Group's Coca-Cola position peaked at $396K in Q2 2019.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.