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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
Q2 		$3.38M Sell
41,647
-1,248
-3% -$98.6K 1.12% 20
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

44 Wealth Management reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $98.6K and leaving 41,647 shares worth $3.38M. The position accounts for 1.12% of the portfolio, ranked #20.

44 Wealth Management first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.2M in Q1 2023. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 44 Wealth Management held 41,647 shares of Coca-Cola worth $3.38M as of Q2 2026.
  • 44 Wealth Management sold 1,248 Coca-Cola shares in Q2 2026, an estimated $98.6K.
  • Coca-Cola made up 1.12% of 44 Wealth Management's portfolio in Q2 2026, its #20 holding.
  • 44 Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Coca-Cola position peaked at $4.2M in Q1 2023.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.