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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
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
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

BCGM Wealth Management's KO Position: Q1 2026 in Review

BCGM Wealth Management increased its Coca-Cola (KO) stake by 0.26% in Q1 2026, buying an estimated $832 and bringing the position to 4,216 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #144.

BCGM Wealth Management first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $321K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • BCGM Wealth Management held 4,216 shares of Coca-Cola worth $321K as of Q1 2026.
  • BCGM Wealth Management bought 11 Coca-Cola shares in Q1 2026, an estimated $832.
  • Coca-Cola made up 0.08% of BCGM Wealth Management's portfolio in Q1 2026, its #144 holding.
  • BCGM Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • BCGM Wealth Management's Coca-Cola position peaked at $321K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.