Back to KO
Center for Wealth Management Advisory → KO
Center for Wealth Management Advisory KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 24.9K | — | — |
| Q2 2026 | $1.9M | 24.0K | — | — |
| Q1 2026 | $1.8M | 23.1K | — | — |
| Q4 2025 | $1.6M | 23.0K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B