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

Stonebridge 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 		$256K Hold
3,153
– – 0.23% 35
2026
Q1 		$240K Sell
3,153
-40
-1% -$3.02K 0.23% 32
2025
Q4 		$223K Sell
3,193
-99
-3% -$6.9K 0.21% 34
2025
Q3 		$218K Hold
3,292
– – 0.19% 33
2025
Q2 		$233K Buy
+3,292
New +$235K 0.22% 31

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Stonebridge Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 3,153 shares worth $256K. The position accounts for 0.23% of the portfolio, ranked #35.

Stonebridge Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stonebridge Wealth Management held 3,153 shares of Coca-Cola worth $256K as of Q2 2026.
  • Stonebridge Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.23% of Stonebridge Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Stonebridge Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.