Ball & Co Wealth Management’s Coca-Cola KO Stock Holding History

Ball & Co 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	$14K	Hold	188	–	–	0.01%	56
2025 Q4	$13K	Buy	188 +3	+2%	+$209	0.01%	54
2025 Q3	$12K	Buy	185 +2	+1%	+$138	0.01%	62
2025 Q2	$13K	Buy	183 +1	+0.5%	+$71	0.01%	48
2025 Q1	$13K	Sell	182 -25	-12%	-$1.67K	0.01%	45
2024 Q4	$12K	Buy	+207	New	+$13.5K	0.01%	47

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ball & Co Wealth Management's KO Position: Q1 2026 in Review

Ball & Co Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 188 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #56.

Ball & Co Wealth Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Ball & Co Wealth Management held 188 shares of Coca-Cola worth $14K as of Q1 2026.
Ball & Co Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #56 holding.
Ball & Co Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.