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

Ariadne 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 		$344K Buy
4,488
+1,606
+56% +$121K 0.15% 151
2025
Q4 		$228K Sell
2,882
-1,113
-28% -$77.6K 0.09% 216
2025
Q3 		$284K Sell
3,995
-269
-6% -$18.5K 0.13% 179
2025
Q2 		$300K Sell
4,264
-170
-4% -$12.1K 0.14% 155
2025
Q1 		$313K Sell
4,434
-26
-0.6% -$1.74K 0.16% 138
2024
Q4 		$288K Sell
4,460
-40
-0.9% -$2.61K 0.13% 154
2024
Q3 		$286K Buy
4,500
+212
+5% +$14.5K 0.16% 139
2024
Q2 		$275K Buy
+4,288
New +$265K 0.21% 105

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

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

Ariadne Wealth Management increased its Coca-Cola (KO) stake by 56% in Q1 2026, buying an estimated $121K and bringing the position to 4,488 shares worth $344K. The position accounts for 0.15% of the portfolio, ranked #151.

Ariadne Wealth Management first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ariadne Wealth Management held 4,488 shares of Coca-Cola worth $344K as of Q1 2026.
  • Ariadne Wealth Management bought 1,606 Coca-Cola shares in Q1 2026, an estimated $121K.
  • Coca-Cola made up 0.15% of Ariadne Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Ariadne Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.