AWM
KO icon

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

Adams 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 		$508K Buy
6,682
+508
+8% +$38.4K 0.11% 92
2025
Q4 		$432K Sell
6,174
-271
-4% -$18.9K 0.09% 102
2025
Q3 		$427K Sell
6,445
-701
-10% -$48.2K 0.09% 106
2025
Q2 		$506K Sell
7,146
-4,438
-38% -$316K 0.1% 96
2025
Q1 		$830K Sell
11,584
-488
-4% -$32.6K 0.16% 78
2024
Q4 		$751K Buy
12,072
+2,429
+25% +$159K 0.14% 76
2024
Q3 		$693K Sell
9,643
-1,703
-15% -$117K 0.15% 73
2024
Q2 		$722K Sell
11,346
-2,239
-16% -$139K 0.17% 65
2024
Q1 		$831K Sell
13,585
-886
-6% -$53.2K 0.2% 65
2023
Q4 		$853K Sell
14,471
-602
-4% -$34.2K 0.25% 62
2023
Q3 		$844K Buy
15,073
+1,128
+8% +$67.7K 0.29% 60
2023
Q2 		$840K Buy
13,945
+365
+3% +$22.7K 0.26% 64
2023
Q1 		$842K Buy
13,580
+1,431
+12% +$86.6K 0.27% 67
2022
Q4 		$773K Buy
12,149
+1,257
+12% +$75.9K 0.27% 56
2022
Q3 		$610K Sell
10,892
-1,057
-9% -$65.7K 0.23% 51
2022
Q2 		$752K Sell
11,949
-249
-2% -$15.8K 0.29% 30
2022
Q1 		$756K Sell
12,198
-657
-5% -$40K 0.25% 33
2021
Q4 		$761K Sell
12,855
-1,138
-8% -$63.4K 0.22% 36
2021
Q3 		$734K Sell
13,993
-1,957
-12% -$109K 0.28% 38
2021
Q2 		$863K Sell
15,950
-271
-2% -$14.7K 0.37% 33
2021
Q1 		$855K Buy
16,221
+1,106
+7% +$55.7K 0.39% 34
2020
Q4 		$829K Sell
15,115
-640
-4% -$33.1K 0.52% 26
2020
Q3 		$778K Sell
15,755
-642
-4% -$30.9K 0.61% 26
2020
Q2 		$733K Buy
16,397
+452
+3% +$20.8K 0.75% 31
2020
Q1 		$706K Buy
15,945
+1,810
+13% +$97.8K 0.89% 26
2019
Q4 		$782K Buy
+14,135
New +$760K 0.66% 43

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

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

Adams Wealth Management increased its Coca-Cola (KO) stake by 8.2% in Q1 2026, buying an estimated $38.4K and bringing the position to 6,682 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #92.

Adams Wealth Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $863K in Q2 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Adams Wealth Management held 6,682 shares of Coca-Cola worth $508K as of Q1 2026.
  • Adams Wealth Management bought 508 Coca-Cola shares in Q1 2026, an estimated $38.4K.
  • Coca-Cola made up 0.11% of Adams Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Adams Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Adams Wealth Management's Coca-Cola position peaked at $863K in Q2 2021.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.