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Bingham Private Wealth’s Coca-Cola KO Stock Holding History

Bingham Private 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 		$680K Sell
8,946
-4,823
-35% -$365K 0.54% 54
2025
Q4 		$618K Buy
+13,769
New +$960K 0.53% 51
2025
Q2 		$573K Buy
13,030
+5,116
+65% +$364K 0.55% 53
2025
Q1 		$567K Buy
7,914
+2,142
+37% +$143K 0.59% 51
2024
Q4 		$359K Buy
+5,772
New +$377K 0.38% 82

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

Bingham Private Wealth's KO Position: Q1 2026 in Review

Bingham Private Wealth reduced its Coca-Cola (KO) stake by 35% in Q1 2026, selling an estimated $365K and leaving 8,946 shares worth $680K. The position accounts for 0.54% of the portfolio, ranked #54.

Bingham Private Wealth first reported a position in KO in Q4 2024 and has held it in 5 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bingham Private Wealth held 8,946 shares of Coca-Cola worth $680K as of Q1 2026.
  • Bingham Private Wealth sold 4,823 Coca-Cola shares in Q1 2026, an estimated $365K.
  • Coca-Cola made up 0.54% of Bingham Private Wealth's portfolio in Q1 2026, its #54 holding.
  • Bingham Private Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.