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

Angeles 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 		$1.66M Buy
20,327
+1,076
+6% +$85K 0.08% 107
2026
Q1 		$1.47M Buy
19,251
+2,049
+12% +$155K 0.08% 93
2025
Q4 		$1.2M Buy
17,202
+3,242
+23% +$226K 0.07% 121
2025
Q3 		$926K Sell
13,960
-1,159
-8% -$79.8K 0.06% 118
2025
Q2 		$1.07M Sell
15,119
-138
-0.9% -$9.83K 0.07% 100
2025
Q1 		$1.09M Sell
15,257
-18
-0.1% -$1.2K 0.09% 85
2024
Q4 		$951K Buy
15,275
+1,556
+11% +$102K 0.08% 93
2024
Q3 		$986K Buy
13,719
+560
+4% +$38.3K 0.08% 87
2024
Q2 		$838K Buy
13,159
+2,010
+18% +$124K 0.08% 89
2024
Q1 		$682K Buy
11,149
+265
+2% +$15.9K 0.07% 99
2023
Q4 		$641K Buy
10,884
+1,271
+13% +$72.2K 0.08% 92
2023
Q3 		$538K Sell
9,613
-773
-7% -$46.4K 0.08% 88
2023
Q2 		$625K Buy
10,386
+36
+0.3% +$2.24K 0.09% 95
2023
Q1 		$642K Buy
10,350
+147
+1% +$8.9K 0.1% 98
2022
Q4 		$649K Sell
10,203
-2
-0% -$121 0.11% 94
2022
Q3 		$572K Sell
10,205
-218
-2% -$13.5K 0.11% 88
2022
Q2 		$656K Buy
10,423
+850
+9% +$53.9K 0.13% 82
2022
Q1 		$594K Buy
+9,573
New +$582K 0.11% 99

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

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

Angeles Wealth Management increased its Coca-Cola (KO) stake by 5.6% in Q2 2026, buying an estimated $85K and bringing the position to 20,327 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #107.

Angeles Wealth Management first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Angeles Wealth Management held 20,327 shares of Coca-Cola worth $1.66M as of Q2 2026.
  • Angeles Wealth Management bought 1,076 Coca-Cola shares in Q2 2026, an estimated $85K.
  • Coca-Cola made up 0.08% of Angeles Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Angeles Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.