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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackDiamond Wealth Management increased its Coca-Cola (KO) stake by 2.8% in Q1 2026, buying an estimated $16.2K and bringing the position to 7,723 shares worth $587K. The position accounts for 0.28% of the portfolio, ranked #78.

BlackDiamond Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

BlackDiamond Wealth Management held 7,723 shares of Coca-Cola worth $587K as of Q1 2026.
BlackDiamond Wealth Management bought 214 Coca-Cola shares in Q1 2026, an estimated $16.2K.
Coca-Cola made up 0.28% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #78 holding.
BlackDiamond Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.