1900 Wealth Management’s Coca-Cola KO Stock Holding History

1900 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	$575K	Buy	7,070 +259	+4%	+$20.5K	0.03%	164
2026 Q1	$519K	Sell	6,811 -1,369	-17%	-$103K	0.03%	164
2025 Q4	$572K	Buy	8,180 +1,979	+32%	+$138K	0.04%	146
2025 Q3	$412K	Buy	6,201 +86	+1%	+$5.92K	0.03%	170
2025 Q2	$433K	Buy	6,115 +202	+3%	+$14.4K	0.03%	159
2025 Q1	$423K	Buy	5,913 +205	+4%	+$13.7K	0.04%	158
2024 Q4	$355K	Buy	5,708 +2	+0%	+$131	0.03%	175
2024 Q3	$410K	Hold	5,706	–	–	0.04%	165
2024 Q2	$363K	Buy	5,706 +1	+0%	+$62	0.03%	176
2024 Q1	$349K	Sell	5,705 -1,862	-25%	-$112K	0.03%	189
2023 Q4	$446K	Sell	7,567 -1,445	-16%	-$82.1K	0.04%	205
2023 Q3	$505K	Buy	9,012 +3,751	+71%	+$225K	0.05%	190
2023 Q2	$317K	Sell	5,261 -266	-5%	-$16.5K	0.03%	192
2023 Q1	$348K	Sell	5,527 -750	-12%	-$45.4K	0.04%	186
2022 Q4	$399K	Buy	6,277 +165	+3%	+$9.96K	0.04%	174
2022 Q3	$342K	Sell	6,112 -750	-11%	-$46.6K	0.04%	173
2022 Q2	$432K	Hold	6,862	–	–	0.05%	161
2022 Q1	$425K	Buy	6,862 +130	+2%	+$7.91K	0.04%	174
2021 Q4	$398K	Buy	6,732 +292	+5%	+$16.3K	0.04%	185
2021 Q3	$338K	Buy	6,440 +187	+3%	+$10.4K	0.03%	182
2021 Q2	$339K	Sell	6,253 -530	-8%	-$28.8K	0.03%	179
2021 Q1	$358K	Buy	6,783 +993	+17%	+$50K	0.03%	141
2020 Q4	$318K	Buy	+5,790	New	+$299K	0.04%	118

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 $3.38T AUM 44.17% 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

1900 Wealth Management's KO Position: Q2 2026 in Review

1900 Wealth Management increased its Coca-Cola (KO) stake by 3.8% in Q2 2026, buying an estimated $20.5K and bringing the position to 7,070 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #164.

1900 Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

1900 Wealth Management held 7,070 shares of Coca-Cola worth $575K as of Q2 2026.
1900 Wealth Management bought 259 Coca-Cola shares in Q2 2026, an estimated $20.5K.
Coca-Cola made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #164 holding.
1900 Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.