Alchemi Wealth’s Coca-Cola KO Stock Holding History

Alchemi Wealth’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	$316K	Sell	3,889 -11	-0.3%	-$869	0.15%	127
2026 Q1	$297K	Hold	3,900	–	–	0.16%	128
2025 Q4	$273K	Buy	+3,900	New	+$272K	0.15%	128

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

Alchemi Wealth's KO Position: Q2 2026 in Review

Alchemi Wealth reduced its Coca-Cola (KO) stake by 0.28% in Q2 2026, selling an estimated $869 and leaving 3,889 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #127.

Alchemi Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Alchemi Wealth held 3,889 shares of Coca-Cola worth $316K as of Q2 2026.
Alchemi Wealth sold 11 Coca-Cola shares in Q2 2026, an estimated $869.
Coca-Cola made up 0.15% of Alchemi Wealth's portfolio in Q2 2026, its #127 holding.
Alchemi Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.