Dogwood Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Dogwood Wealth Management's KO Position: Q2 2026 in Review
Dogwood Wealth Management increased its Coca-Cola (KO) stake by 4.2% in Q2 2026, buying an estimated $4.19K and bringing the position to 1,309 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #106.
Dogwood Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Dogwood Wealth Management held 1,309 shares of Coca-Cola worth $106K as of Q2 2026.
- Dogwood Wealth Management bought 53 Coca-Cola shares in Q2 2026, an estimated $4.19K.
- Coca-Cola made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #106 holding.
- Dogwood Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
- 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.