Basepoint Wealth’s Coca-Cola KO Stock Holding History

Basepoint 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	$249K	Hold	3,274	–	–	0.14%	89
2025 Q4	$229K	Buy	3,274 +39	+1%	+$2.72K	0.14%	89
2025 Q3	$215K	Buy	3,235 +21	+0.7%	+$1.45K	0.15%	99
2025 Q2	$227K	Buy	3,214 +334	+12%	+$23.8K	0.18%	89
2025 Q1	$206K	Buy	+2,880	New	+$192K	0.16%	95
2024 Q4	–	Sell	-2,851	Closed	-$205K	–	111
2024 Q3	$205K	Buy	+2,851	New	+$195K	0.15%	107

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

Basepoint Wealth's KO Position: Q1 2026 in Review

Basepoint Wealth held its Coca-Cola (KO) position steady in Q1 2026 at 3,274 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #89.

Basepoint Wealth first reported a position in KO in Q3 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Basepoint Wealth held 3,274 shares of Coca-Cola worth $249K as of Q1 2026.
Basepoint Wealth left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.14% of Basepoint Wealth's portfolio in Q1 2026, its #89 holding.
Basepoint Wealth first reported a position in Coca-Cola in Q3 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 Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.