Sendero Wealth Management’s Coca-Cola KO Stock Holding History

Sendero Wealth Management’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	$1.56M	Sell	19,205 -71	-0.4%	-$5.61K	0.16%	94
2026 Q1	$1.47M	Sell	19,276 -17	-0.1%	-$1.28K	0.16%	82
2025 Q4	$1.35M	Sell	19,293 -754	-4%	-$52.6K	0.15%	85
2025 Q3	$1.33M	Sell	20,047 -127	-0.6%	-$8.74K	0.16%	78
2025 Q2	$1.43M	Sell	20,174 -39	-0.2%	-$2.78K	0.18%	78
2025 Q1	$1.45M	Buy	20,213 +1,874	+10%	+$125K	0.2%	71
2024 Q4	$1.14M	Hold	18,339	–	–	0.17%	79
2024 Q3	$1.32M	Hold	18,339	–	–	0.21%	64
2024 Q2	$1.17M	Sell	18,339 -218	-1%	-$13.5K	0.2%	68
2024 Q1	$1.14M	Buy	18,557 +1,031	+6%	+$61.9K	0.2%	73
2023 Q4	$1.03M	Hold	17,526	–	–	0.19%	77
2023 Q3	$981K	Hold	17,526	–	–	0.21%	75
2023 Q2	$1.06M	Buy	+17,526	New	+$1.09M	0.23%	76

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sendero Wealth Management's KO Position: Q2 2026 in Review

Sendero Wealth Management reduced its Coca-Cola (KO) stake by 0.37% in Q2 2026, selling an estimated $5.61K and leaving 19,205 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #94.

Sendero Wealth Management first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sendero Wealth Management held 19,205 shares of Coca-Cola worth $1.56M as of Q2 2026.
Sendero Wealth Management sold 71 Coca-Cola shares in Q2 2026, an estimated $5.61K.
Coca-Cola made up 0.16% of Sendero Wealth Management's portfolio in Q2 2026, its #94 holding.
Sendero Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.