Kerntke Otto McGlone Wealth Management Group’s Coca-Cola KO Stock Holding History

Kerntke Otto McGlone Wealth 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
2026 Q2	$371K	Buy	4,569 +6	+0.1%	+$474	0.22%	64
2026 Q1	$347K	Hold	4,563	–	–	0.24%	61
2025 Q4	$319K	Buy	4,563 +13	+0.3%	+$906	0.23%	60
2025 Q3	$302K	Sell	4,550 -394	-8%	-$27.1K	0.23%	62
2025 Q2	$350K	Sell	4,944 -77	-2%	-$5.49K	0.28%	56
2025 Q1	$360K	Sell	5,021 -500	-9%	-$33.4K	0.31%	50
2024 Q4	$344K	Buy	5,521 +12	+0.2%	+$783	0.25%	55
2024 Q3	$396K	Sell	5,509 -37	-0.7%	-$2.53K	0.33%	47
2024 Q2	$353K	Sell	5,546 -211	-4%	-$13.1K	0.33%	50
2024 Q1	$352K	Sell	5,757 -193	-3%	-$11.6K	0.35%	48
2023 Q4	$351K	Buy	5,950 +222	+4%	+$12.6K	0.35%	46
2023 Q3	$321K	Buy	5,728 +326	+6%	+$19.6K	0.33%	47
2023 Q2	$325K	Buy	5,402 +9	+0.2%	+$560	0.32%	47
2023 Q1	$335K	Sell	5,393 -1	-0%	-$61	0.34%	47
2022 Q4	$343K	Buy	5,394 +34	+0.6%	+$2.05K	0.39%	42
2022 Q3	$300K	Buy	5,360 +38	+0.7%	+$2.36K	0.45%	42
2022 Q2	$335K	Buy	+5,322	New	+$337K	0.5%	38
2022 Q1	–	Sell	-5,359	Closed	-$317K	–	55
2021 Q4	$317K	Buy	+5,359	New	+$298K	0.39%	46
2021 Q3	–	Sell	-15,587	Closed	-$843K	–	92
2021 Q2	$843K	Sell	15,587 -3,404	-18%	-$185K	0.34%	50
2021 Q1	$1M	Sell	18,991 -2,575	-12%	-$130K	0.53%	39
2020 Q4	$1.18M	Sell	21,566 -953	-4%	-$49.3K	0.7%	35
2020 Q3	$1.11M	Sell	22,519 -166	-0.7%	-$7.98K	0.82%	31
2020 Q2	$1.01M	Buy	22,685 +1,591	+8%	+$73.3K	0.93%	27
2020 Q1	$933K	Buy	21,094 +4,397	+26%	+$237K	1.04%	24
2019 Q4	$924K	Buy	+16,697	New	+$898K	0.78%	34

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's KO Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Coca-Cola (KO) stake by 0.13% in Q2 2026, buying an estimated $474 and bringing the position to 4,569 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #64.

Kerntke Otto McGlone Wealth Management Group first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.18M in Q4 2020. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 4,569 shares of Coca-Cola worth $371K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 6 Coca-Cola shares in Q2 2026, an estimated $474.
Coca-Cola made up 0.22% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #64 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
Kerntke Otto McGlone Wealth Management Group's Coca-Cola position peaked at $1.18M in Q4 2020.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.