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Badgley Phelps Wealth Managers’s Coca-Cola KO Stock Holding History

Badgley Phelps Wealth Managers’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 		$25.6M Buy
334,230
+2,289
+0.7% +$173K 0.51% 54
2025
Q4 		$23.2M Buy
331,941
+5,519
+2% +$385K 0.43% 60
2025
Q3 		$21.8M Buy
326,422
+1,607
+0.5% +$111K 0.46% 56
2025
Q2 		$23.1M Buy
324,815
+3,722
+1% +$265K 0.51% 47
2025
Q1 		$23.2M Sell
321,093
-243
-0.1% -$16.2K 0.56% 46
2024
Q4 		$20M Buy
321,336
+1,844
+0.6% +$120K 0.47% 61
2024
Q3 		$23.1M Buy
319,492
+8,196
+3% +$561K 0.54% 55
2024
Q2 		$20M Sell
311,296
-1,067
-0.3% -$66K 0.49% 62
2024
Q1 		$19.3M Buy
312,363
+26,358
+9% +$1.58M 0.48% 68
2023
Q4 		$16.9M Sell
286,005
-4,607
-2% -$262K 0.46% 68
2023
Q3 		$16.3M Buy
290,612
+5,105
+2% +$306K 0.55% 63
2023
Q2 		$17.2M Buy
285,507
+1,738
+0.6% +$108K 0.57% 60
2023
Q1 		$17.6M Buy
283,769
+2,699
+1% +$163K 0.65% 53
2022
Q4 		$17.9M Buy
281,070
+1,439
+0.5% +$86.9K 0.72% 47
2022
Q3 		$15.7M Buy
279,631
+4,436
+2% +$276K 0.67% 51
2022
Q2 		$17.3M Buy
275,195
+4,739
+2% +$300K 0.71% 49
2022
Q1 		$16.8M Buy
270,456
+259,199
+2,303% +$15.8M 0.58% 57
2021
Q4 		$667K Buy
11,257
+620
+6% +$34.5K 0.02% 148
2021
Q3 		$558K Buy
+10,637
New +$593K 0.02% 149

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

Badgley Phelps Wealth Managers's KO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Coca-Cola (KO) stake by 0.69% in Q1 2026, buying an estimated $173K and bringing the position to 334,230 shares worth $25.6M. The position accounts for 0.51% of the portfolio, ranked #54.

Badgley Phelps Wealth Managers first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 334,230 shares of Coca-Cola worth $25.6M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 2,289 Coca-Cola shares in Q1 2026, an estimated $173K.
  • Coca-Cola made up 0.51% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #54 holding.
  • Badgley Phelps Wealth Managers first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.