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

BCGM 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	$357K	Buy	4,393 +177	+4%	+$14K	0.08%	142
2026 Q1	$321K	Buy	4,216 +11	+0.3%	+$832	0.08%	144
2025 Q4	$294K	Sell	4,205 -313	-7%	-$21.8K	0.08%	150
2025 Q3	$300K	Buy	4,518 +18	+0.4%	+$1.24K	0.08%	144
2025 Q2	$318K	Buy	4,500 +23	+0.5%	+$1.64K	0.09%	132
2025 Q1	$321K	Hold	4,477	–	–	0.1%	128
2024 Q4	$279K	Buy	4,477 +143	+3%	+$9.33K	0.09%	134
2024 Q3	$311K	Buy	4,334 +21	+0.5%	+$1.44K	0.1%	128
2024 Q2	$274K	Buy	4,313 +354	+9%	+$21.9K	0.1%	129
2024 Q1	$242K	Hold	3,959	–	–	0.09%	134
2023 Q4	$233K	Buy	3,959 +38	+1%	+$2.16K	0.1%	122
2023 Q3	$220K	Buy	3,921 +18	+0.5%	+$1.08K	0.1%	115
2023 Q2	$235K	Buy	+3,903	New	+$243K	0.1%	111
2023 Q1	–	Sell	-3,887	Closed	-$247K	–	106
2022 Q4	$247K	Buy	3,887 +14	+0.4%	+$845	0.12%	100
2022 Q3	$228K	Sell	3,873 -135	-3%	-$8.39K	0.11%	101
2022 Q2	$257K	Buy	4,008 +13	+0.3%	+$824	0.13%	90
2022 Q1	$258K	Buy	3,995 +14	+0.4%	+$851	0.14%	93
2021 Q4	$236K	Buy	3,981 +14	+0.4%	+$780	0.13%	99
2021 Q3	$224K	Buy	3,967 +13	+0.3%	+$725	0.12%	93
2021 Q2	$226K	Sell	3,954 -58	-1%	-$3.16K	0.13%	92
2021 Q1	$217K	Buy	4,012 +13	+0.3%	+$654	0.15%	90
2020 Q4	$203K	Buy	+3,999	New	+$207K	0.14%	93

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

BCGM Wealth Management increased its Coca-Cola (KO) stake by 4.2% in Q2 2026, buying an estimated $14K and bringing the position to 4,393 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #142.

BCGM Wealth Management first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BCGM Wealth Management held 4,393 shares of Coca-Cola worth $357K as of Q2 2026.
BCGM Wealth Management bought 177 Coca-Cola shares in Q2 2026, an estimated $14K.
Coca-Cola made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #142 holding.
BCGM Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.