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 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 $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

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

49 Wealth Management opened a new position in Coca-Cola (KO) in Q1 2026: 2,748 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in KO as recently as Q2 2025.

49 Wealth Management first reported a position in KO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

49 Wealth Management held 2,748 shares of Coca-Cola worth $209K as of Q1 2026.
Coca-Cola was a new 49 Wealth Management position in Q1 2026.
Coca-Cola made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #186 holding.
49 Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 8 quarters since.
49 Wealth Management's Coca-Cola position peaked at $1.5M in Q2 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.