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

49 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	$413K	Buy	5,088 +2,340	+85%	+$185K	0.08%	113
2026 Q1	$209K	Buy	+2,748	New	+$208K	0.02%	186
2025 Q3	–	Sell	-21,146	Closed	-$1.5M	–	200
2025 Q2	$1.5M	Buy	21,146 +1,246	+6%	+$88.8K	0.16%	41
2025 Q1	$1.43M	Buy	19,900 +3,172	+19%	+$212K	0.17%	46
2024 Q4	$1.04M	Buy	16,728 +283	+2%	+$18.5K	0.15%	53
2024 Q3	$1.18M	Buy	16,445 +3,289	+25%	+$225K	0.19%	51
2024 Q2	$832K	Buy	13,156 +533	+4%	+$33K	0.16%	62
2024 Q1	$766K	Sell	12,623 -289	-2%	-$17.4K	0.16%	42
2023 Q4	$761K	Buy	+12,912	New	+$733K	0.2%	42

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 $3.37T AUM 44.26% 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

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

49 Wealth Management increased its Coca-Cola (KO) stake by 85% in Q2 2026, buying an estimated $185K and bringing the position to 5,088 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #113.

49 Wealth Management first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.5M in Q2 2025. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

49 Wealth Management held 5,088 shares of Coca-Cola worth $413K as of Q2 2026.
49 Wealth Management bought 2,340 Coca-Cola shares in Q2 2026, an estimated $185K.
Coca-Cola made up 0.08% of 49 Wealth Management's portfolio in Q2 2026, its #113 holding.
49 Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
49 Wealth Management's Coca-Cola position peaked at $1.5M in Q2 2025.
3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.