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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
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 		$358 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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1900 Wealth Management's KO Position: Q1 2026 in Review

1900 Wealth Management reduced its Coca-Cola (KO) stake by 17% in Q1 2026, selling an estimated $103K and leaving 6,811 shares worth $519K. 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 22 quarters since. The position peaked at $572K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • 1900 Wealth Management held 6,811 shares of Coca-Cola worth $519K as of Q1 2026.
  • 1900 Wealth Management sold 1,369 Coca-Cola shares in Q1 2026, an estimated $103K.
  • Coca-Cola made up 0.03% of 1900 Wealth Management's portfolio in Q1 2026, its #164 holding.
  • 1900 Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Coca-Cola position peaked at $572K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.