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BCS Private Wealth Management’s Coca-Cola KO Stock Holding History

BCS Private 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 		$484K Buy
6,327
+350
+6% +$26.5K 0.15% 115
2025
Q4 		$418K Sell
5,977
-250
-4% -$17.4K 0.14% 114
2025
Q3 		$416K Sell
6,227
-150
-2% -$10.3K 0.15% 108
2025
Q2 		$455K Buy
+6,377
New +$454K 0.17% 91

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

BCS Private Wealth Management's KO Position: Q1 2026 in Review

BCS Private Wealth Management increased its Coca-Cola (KO) stake by 5.9% in Q1 2026, buying an estimated $26.5K and bringing the position to 6,327 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #115.

BCS Private Wealth Management first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • BCS Private Wealth Management held 6,327 shares of Coca-Cola worth $484K as of Q1 2026.
  • BCS Private Wealth Management bought 350 Coca-Cola shares in Q1 2026, an estimated $26.5K.
  • Coca-Cola made up 0.15% of BCS Private Wealth Management's portfolio in Q1 2026, its #115 holding.
  • BCS Private Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.