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

BlackDiamond 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	$690K	Buy	7,938 +215	+3%	+$17K	0.28%	84
2026 Q1	$587K	Buy	7,723 +214	+3%	+$16.2K	0.28%	78
2025 Q4	$585K	Buy	7,509 +1,925	+34%	+$134K	0.29%	77
2025 Q3	$370K	Buy	5,584 +38	+0.7%	+$2.62K	0.2%	96
2025 Q2	$398K	Buy	5,546 +1,052	+23%	+$74.9K	0.23%	84
2025 Q1	$317K	Buy	4,494 +49	+1%	+$3.27K	0.21%	92
2024 Q4	$277K	Buy	4,445 +505	+13%	+$33K	0.16%	123
2024 Q3	$249K	Buy	3,940 +535	+16%	+$36.6K	0.15%	142
2024 Q2	$234K	Buy	3,405 +31	+0.9%	+$1.92K	0.15%	128
2024 Q1	$206K	Sell	3,374 -175	-5%	-$10.5K	0.15%	140
2023 Q4	$213K	Buy	+3,549	New	+$202K	0.16%	133

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

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

BlackDiamond Wealth Management increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $17K and bringing the position to 7,938 shares worth $690K. The position accounts for 0.28% of the portfolio, ranked #84.

BlackDiamond Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BlackDiamond Wealth Management held 7,938 shares of Coca-Cola worth $690K as of Q2 2026.
BlackDiamond Wealth Management bought 215 Coca-Cola shares in Q2 2026, an estimated $17K.
Coca-Cola made up 0.28% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #84 holding.
BlackDiamond Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.