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

BKM 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 		$517K Sell
6,797
-137
-2% -$10.4K 0.19% 104
2025
Q4 		$485K Sell
6,934
-32
-0.5% -$2.23K 0.18% 104
2025
Q3 		$462K Buy
6,966
+37
+0.5% +$2.55K 0.17% 105
2025
Q2 		$490K Hold
6,929
– – 0.19% 106
2025
Q1 		$496K Buy
6,929
+159
+2% +$10.6K 0.2% 110
2024
Q4 		$422K Buy
6,770
+301
+5% +$19.6K 0.17% 116
2024
Q3 		$465K Buy
6,469
+2,293
+55% +$157K 0.19% 117
2024
Q2 		$331K Sell
4,176
-4,030
-49% -$249K 0.16% 124
2024
Q1 		$502K Buy
8,206
+1,547
+23% +$92.9K 0.22% 108
2023
Q4 		$392K Buy
+6,659
New +$378K 0.17% 107

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

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

BKM Wealth Management reduced its Coca-Cola (KO) stake by 2% in Q1 2026, selling an estimated $10.4K and leaving 6,797 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #104.

BKM Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • BKM Wealth Management held 6,797 shares of Coca-Cola worth $517K as of Q1 2026.
  • BKM Wealth Management sold 137 Coca-Cola shares in Q1 2026, an estimated $10.4K.
  • Coca-Cola made up 0.19% of BKM Wealth Management's portfolio in Q1 2026, its #104 holding.
  • BKM Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.