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Ashton Thomas Private Wealth’s Coca-Cola KO Stock Holding History

Ashton Thomas Private 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
Q1 		$7.14M Buy
93,824
+5,952
+7% +$450K 0.17% 130
2025
Q4 		$6.14M Buy
87,872
+880
+1% +$61.3K 0.15% 145
2025
Q3 		$5.81M Buy
86,992
+10,513
+14% +$724K 0.15% 159
2025
Q2 		$5.45M Sell
76,479
-10,402
-12% -$741K 0.19% 127
2025
Q1 		$6.27M Buy
86,881
+2,706
+3% +$181K 0.24% 107
2024
Q4 		$5.24M Buy
84,175
+9,455
+13% +$617K 0.2% 122
2024
Q3 		$5.37M Sell
74,720
-1,671
-2% -$114K 0.28% 92
2024
Q2 		$4.86M Buy
76,391
+794
+1% +$49.1K 0.27% 93
2024
Q1 		$4.63M Buy
75,597
+7,213
+11% +$433K 0.26% 103
2023
Q4 		$4.03M Buy
68,384
+488
+0.7% +$27.7K 0.25% 111
2023
Q3 		$3.8M Buy
67,896
+1,549
+2% +$92.9K 0.28% 98
2023
Q2 		$4M Buy
66,347
+4,309
+7% +$268K 0.31% 85
2023
Q1 		$3.85M Buy
62,038
+58
+0.1% +$3.51K 0.34% 76
2022
Q4 		$3.94M Sell
61,980
-11,157
-15% -$674K 0.39% 68
2022
Q3 		$4.1M Buy
73,137
+12,766
+21% +$793K 0.46% 50
2022
Q2 		$3.8M Buy
60,371
+2,600
+5% +$165K 0.41% 65
2022
Q1 		$3.58M Buy
57,771
+18,313
+46% +$1.11M 0.31% 87
2021
Q4 		$2.34M Buy
39,458
+22,526
+133% +$1.25M 0.23% 117
2021
Q3 		$888K Buy
16,932
+2,029
+14% +$113K 0.13% 177
2021
Q2 		$806K Sell
14,903
-13
-0.1% -$707 0.12% 185
2021
Q1 		$786K Buy
14,916
+563
+4% +$28.3K 0.13% 181
2020
Q4 		$787K Buy
14,353
+1,100
+8% +$56.9K 0.15% 174
2020
Q3 		$654K Buy
13,253
+128
+1% +$6.16K 0.16% 151
2020
Q2 		$586K Buy
13,125
+6,094
+87% +$281K 0.17% 147
2020
Q1 		$311K Buy
+7,031
New +$380K 0.13% 162
2019
Q4 		– Sell
-16,808
Closed -$915K – 236
2019
Q3 		$915K Sell
16,808
-15,455
-48% -$828K 0.38% 71
2019
Q2 		$1.64M Buy
32,263
+4,923
+18% +$241K 0.63% 42
2019
Q1 		$1.28M Buy
+27,340
New +$1.28M 0.53% 50

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

Ashton Thomas Private Wealth's KO Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Coca-Cola (KO) stake by 6.8% in Q1 2026, buying an estimated $450K and bringing the position to 93,824 shares worth $7.14M. The position accounts for 0.17% of the portfolio, ranked #130.

Ashton Thomas Private Wealth first reported a position in KO in Q1 2019 and has held it in 28 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ashton Thomas Private Wealth held 93,824 shares of Coca-Cola worth $7.14M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 5,952 Coca-Cola shares in Q1 2026, an estimated $450K.
  • Coca-Cola made up 0.17% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #130 holding.
  • Ashton Thomas Private Wealth first reported a position in Coca-Cola in Q1 2019 and has held it in 28 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.