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

44 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	$3.26M	Sell	42,895 -754	-2%	-$57K	1.14%	16
2025 Q4	$3.05M	Sell	43,649 -2,241	-5%	-$156K	1.02%	20
2025 Q3	$3.04M	Sell	45,890 -550	-1%	-$37.9K	1.03%	18
2025 Q2	$3.29M	Sell	46,440 -1,291	-3%	-$92K	1.16%	9
2025 Q1	$3.42M	Buy	47,731 +1,940	+4%	+$130K	1.28%	12
2024 Q4	$2.85M	Sell	45,791 -1,380	-3%	-$90.1K	1.1%	17
2024 Q3	$3.21M	Buy	+47,171	New	+$3.23M	1.13%	14
2023 Q2	$3.97M	Sell	65,984 -1,724	-3%	-$107K	1.36%	19
2023 Q1	$4.2M	Buy	67,708 +2,538	+4%	+$154K	1.42%	17
2022 Q4	$4.15M	Buy	65,170 +6,697	+11%	+$404K	1.43%	16
2022 Q3	$3.28M	Sell	58,473 -363	-0.6%	-$22.6K	1.35%	17
2022 Q2	$3.7M	Buy	58,836 +2,675	+5%	+$170K	1.43%	16
2022 Q1	$3.48M	Buy	56,161 +460	+0.8%	+$28K	1.26%	16
2021 Q4	$3.3M	Sell	55,701 -2,157	-4%	-$120K	1.14%	18
2021 Q3	$3.04M	Buy	57,858 +3,334	+6%	+$186K	1.16%	18
2021 Q2	$2.95M	Buy	54,524 +8,007	+17%	+$436K	1.13%	16
2021 Q1	$2.45M	Buy	46,517 +7,300	+19%	+$367K	1.03%	23
2020 Q4	$2.15M	Buy	+39,217	New	+$2.03M	0.98%	26

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

44 Wealth Management reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $57K and leaving 42,895 shares worth $3.26M. The position accounts for 1.14% of the portfolio, ranked #16.

44 Wealth Management first reported a position in KO in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.2M in Q1 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

44 Wealth Management held 42,895 shares of Coca-Cola worth $3.26M as of Q1 2026.
44 Wealth Management sold 754 Coca-Cola shares in Q1 2026, an estimated $57K.
Coca-Cola made up 1.14% of 44 Wealth Management's portfolio in Q1 2026, its #16 holding.
44 Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's Coca-Cola position peaked at $4.2M in Q1 2023.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.