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

Base 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	$743K	Buy	9,145 +419	+5%	+$33.1K	0.35%	34
2026 Q1	$664K	Buy	8,726 +1,787	+26%	+$135K	0.37%	34
2025 Q4	$485K	Sell	6,939 -140	-2%	-$9.76K	0.26%	41
2025 Q3	$469K	Sell	7,079 -118	-2%	-$8.12K	0.27%	40
2025 Q2	$509K	Buy	7,197 +63	+0.9%	+$4.49K	0.33%	39
2025 Q1	$511K	Buy	+7,134	New	+$476K	0.39%	36

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Base Wealth Management increased its Coca-Cola (KO) stake by 4.8% in Q2 2026, buying an estimated $33.1K and bringing the position to 9,145 shares worth $743K. The position accounts for 0.35% of the portfolio, ranked #34.

Base Wealth Management first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 2,924 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Base Wealth Management held 9,145 shares of Coca-Cola worth $743K as of Q2 2026.
Base Wealth Management bought 419 Coca-Cola shares in Q2 2026, an estimated $33.1K.
Coca-Cola made up 0.35% of Base Wealth Management's portfolio in Q2 2026, its #34 holding.
Base Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
2,924 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.